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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
MWM
3326
Maltin Wealth Management
New Jersey
$246K -$163K -549 -41%
BCCM
3327
Bridge Creek Capital Management
Massachusetts
$246K
RA
3328
Riversedge Advisors
Delaware
$246K +$236K +796 New
EA
3329
Eudaimonia Advisors
Tennessee
$246K -$6.53K -22 -3%
UWM
3330
USAdvisors Wealth Management
Minnesota
$244K
CCA
3331
Conservest Capital Advisors
Pennsylvania
$243K +$234K +787 New
CCM
3332
Chiron Capital Management
Florida
$243K
TCM
3333
Teza Capital Management
Illinois
$242K +$233K +785 New
WIM
3334
Warwick Investment Management
Texas
$241K -$297K -1,000 -56%
RWM
3335
RBA Wealth Management
California
$241K -$45.7K -154 -16%
ACM
3336
Alamar Capital Management
California
$241K
ST
3337
Sentinel Trust
Texas
$241K
XT
3338
XTX Topco
Cayman Islands
$239K +$230K +775 New
PMIA
3339
Patrick Mauro Investment Advisor
Illinois
$239K -$4.46K -15 -2%
BC
3340
Barnett & Company
Tennessee
$238K
MAM
3341
MMA Asset Management
Pennsylvania
$238K
ACM
3342
Advance Capital Management
Michigan
$237K -$17.5K -59 -7%
NF
3343
Nikulski Financial
Iowa
$237K
AWM
3344
Avaii Wealth Management
Wisconsin
$236K +$227K +765 New
ES
3345
ETF Store
Kansas
$236K
WEPOG
3346
Wealth Enhancement & Preservation of GA
Georgia
$236K +$594 +2 +0.3%
CAMV
3347
Concord Asset Management (Virginia)
Virginia
$236K +$227K +764 New
DA
3348
Detalus Advisors
Missouri
$236K
SFS
3349
Starfox Financial Services
Texas
$235K +$226K +760 New
OBWP
3350
O'Brien Wealth Partners
Massachusetts
$234K -$18.1K -61 -7%

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.