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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
PCA
3301
Providence Capital Advisors
North Carolina
$258K +$14.8K +50 +6%
WCM
3302
Windsor Capital Management
Arizona
$257K +$247K +833 New
AW
3303
Apricus Wealth
South Carolina
$257K -$594 -2 -0.2%
PWA
3304
Peterson Wealth Advisors
Utah
$256K -$1.78K -6 -0.7%
LSIA
3305
LaSalle St. Investment Advisors
Illinois
$256K +$246K +829 New
NG
3306
NatWest Group
United Kingdom
$255K
CB
3307
Community Bank
New York
$255K -$122K -410 -33%
WCFA
3308
Walkner Condon Financial Advisors
Wisconsin
$254K -$7.72K -26 -3%
SWM
3309
Selective Wealth Management
Virginia
$254K
SPI
3310
Sutton Place Investors
New York
$254K -$10.7K -36 -4%
PIM
3311
Provident Investment Management
Michigan
$253K
KA
3312
Kozak & Associates
Colorado
$253K -$237K -798 -49%
KFS
3313
Kelly Financial Services
Massachusetts
$252K -$14.3K -48 -6%
RLWM
3314
RF&L Wealth Management
Massachusetts
$251K +$241K +813 New
M1FG
3315
Mach-1 Financial Group
Arkansas
$250K
NPP
3316
New Potomac Partners
Maryland
$250K +$241K +810 New
SFCL
3317
Strengthening Families & Communities LLC
Massachusetts
$250K +$59.4K +200 +33%
CFA
3318
Compass Financial Advisors
Indiana
$250K -$14.8K -50 -6%
ATWA
3319
Arbor Trust Wealth Advisors
Michigan
$250K
EC
3320
EdgeRock Capital
Colorado
$249K -$25.5K -86 -10%
DR
3321
Davis Rea
Ontario, Canada
$249K -$9.5K -32 -3%
MTWM
3322
Masso Torrence Wealth Management
New Jersey
$249K
NME
3323
Notis-McConarty Edward
$247K
TFA
3324
Tobias Financial Advisors
Florida
$247K +$2.08K +7 +0.9%
GWM
3325
Grand Wealth Management
Michigan
$246K -$8.31K -28 -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.