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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
BAM
3276
Beaumont Asset Management
Texas
$270K +$259K +873 New
GPA
3277
Guidance Point Advisors
Massachusetts
$270K
MFG
3278
Menard Financial Group
Texas
$269K +$14K +47 +6%
SJIM
3279
St. Johns Investment Management
Florida
$269K
BRG
3280
Bay Rivers Group
Virginia
$269K
RCM
3281
Raleigh Capital Management
North Carolina
$268K -$594 -2 -0.2%
HPIA
3282
Hamilton Point Investment Advisors
North Carolina
$267K +$28.5K +96 +12%
WHCI
3283
W.H. Cornerstone Investments
Massachusetts
$267K
LCM
3284
Linker Capital Management
Kentucky
$267K
BWM
3285
Boyd Wealth Management
California
$267K
VP
3286
Verum Partners
North Carolina
$266K +$255K +860 New
NAG
3287
Northstar Advisory Group
New Jersey
$265K -$39.8K -134 -13%
EARNEST Partners
3288
EARNEST Partners
Georgia
$265K
HA
3289
HFG Advisors
Ohio
$265K
CFSG
3290
Clark Financial Services Group
Missouri
$265K -$45.7K -154 -15%
SEEDPG
3291
S.E.E.D. Planning Group
New York
$264K +$254K +855 New
LSA
3292
L & S Advisors
California
$264K
EAM
3293
Empirical Asset Management
Massachusetts
$264K +$136K +458 +58%
F
3294
F3Logic
Minnesota
$263K +$253K +853 New
GBS
3295
Gallagher Benefit Services
Illinois
$263K +$253K +853 New
ACM
3296
Ayrshire Capital Management
Connecticut
$263K
AIA
3297
Angeles Investment Advisors
California
$263K +$253K +852 New
GWA
3298
Geometric Wealth Advisors
District of Columbia
$261K -$11.6K -39 -4%
LAM
3299
LifePro Asset Management
California
$260K
SAM
3300
Smithbridge Asset Management
Pennsylvania
$258K +$6.24K +21 +3%

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.