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Berkshire Hathaway Class B

3,565 hedge funds and large institutions have $275B invested in Berkshire Hathaway Class B in 2022 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,339 increasing their positions, 1,314 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more first-time investments, than exits

New positions opened: 383 | Existing positions closed: 89

42% more call options, than puts

Call options by funds: $5.9B | Put options by funds: $4.16B

24% more capital invested

Capital invested by funds: $223B → $275B (+$52.4B)

14% more funds holding in top 10

Funds holding in top 10: 612695 (+83)

7% more funds holding

Funds holding: 3,3393,565 (+226)

2% more repeat investments, than reductions

Existing positions increased: 1,339 | Existing positions reduced: 1,314

0.42% more ownership

Funds ownership: 64.3%64.71% (+0.42%)

Holders
3,565
Holders Change
+226
Holders Change %
+6.77%
% of All Funds
57.31%
Holding in Top 10
695
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+13.56%
% of All Funds
11.17%
New
383
Increased
1,339
Reduced
1,314
Closed
89
Calls
$5.9B
Puts
$4.16B
Net Calls
+$1.74B
Net Calls Change
+$445M
Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
3226
Global Strategic Investment Solutions
Arizona
$297K +$5.94K +20 +2%
CWA
3227
Consilio Wealth Advisors
Washington
$297K +$19.6K +66 +7%
MHC
3228
Meyer Handelman Company
New York
$297K
WWG
3229
West Wealth Group
California
$296K -$4.46K -15 -2%
EWM
3230
Elite Wealth Management
Washington
$296K +$285K +959 New
GA
3231
Goldstein Advisors
Wisconsin
$296K +$285K +960 New
GWM
3232
GDS Wealth Management
Texas
$296K
WFMPM
3233
Woodley Farra Manion Portfolio Management
Indiana
$295K +$11.9K +40 +4%
SH
3234
Svenska Handelsbanken
Sweden
$295K
DP
3235
Divergent Planning
Maryland
$295K
AWM
3236
Avondale Wealth Management
Texas
$293K +$29.7K +100 +12%
BWM
3237
Baron Wealth Management
Michigan
$293K +$282K +950 New
CCM
3238
Cox Capital Management
Massachusetts
$293K +$282K +950 New
CCC
3239
Chelsea Counsel Company
California
$293K -$29.7K -100 -10%
JFG
3240
JDM Financial Group
Texas
$292K +$281K +946 New
WOC
3241
West Oak Capital
California
$292K
AFG
3242
Affinia Financial Group
Massachusetts
$291K -$95K -320 -26%
BMD
3243
Better Money Decisions
New Mexico
$291K +$2.38K +8 +0.9%
SAM
3244
Stone Asset Management
Texas
$291K
MRWM
3245
ML&R Wealth Management
Texas
$291K +$7.13K +24 +3%
LA
3246
Lane & Associates
New Jersey
$290K +$279K +938 New
WMS
3247
Wealth Management Solutions
Pennsylvania
$289K
AWM
3248
Affinity Wealth Management
Delaware
$287K
CIS
3249
Connors Investor Services
Pennsylvania
$287K
TCWA
3250
Ten Capital Wealth Advisors
Washington
$286K -$13.1K -44 -5%

BRK.B Hedge Fund Activity: Q4 2022 in Review

3,565 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2022, worth a combined $275B — up 24% from $223B a quarter earlier.

Buyers outnumbered sellers: 383 funds opened new BRK.B positions and 89 closed out — a net gain of 294 holders — while 1,339 added to existing stakes and 1,314 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.26B. The largest seller was Gates Foundation Trust, cutting an estimated $1.48B.

  • 3,565 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2022, up from 3,339 in Q3 2022.
  • Funds reported $275B of Berkshire Hathaway Class B stock for Q4 2022, up 24% quarter-over-quarter.
  • 383 funds opened new Berkshire Hathaway Class B positions in Q4 2022 and 89 closed out, a net change of +294 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2022 was T. Rowe Price Associates, an estimated $1.26B added.
  • The largest Berkshire Hathaway Class B seller in Q4 2022 was Gates Foundation Trust, an estimated $1.48B sold.

Based on aggregated 13F filings for Q4 2022.