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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
RA
3376
Rodgers & Associates
Pennsylvania
$227K -$20.2K -68 -8%
FA
3377
Fountainhead AM
New Jersey
$227K -$110K -371 -34%
SRSA
3378
S.R. Schill & Associates
Washington
$227K +$218K +734 New
APWA
3379
Atlas Private Wealth Advisors
New Jersey
$226K +$218K +733 New
CA
3380
Crane Advisory
California
$226K +$217K +732 New
HB
3381
Horizon Bancorp
Indiana
$226K +$217K +731 New
LI
3382
LVZ Inc
Michigan
$225K +$216K +728 New
SWM
3383
Shakespeare Wealth Management
Wisconsin
$225K +$216K +728 New
TCBWMS
3384
Texas Capital Bank Wealth Management Services
Texas
$225K +$216K +727 New
AA
3385
Argent Advisors
Louisiana
$224K +$216K +726 New
GIM
3386
Grassi Investment Management
California
$224K +$216K +726 New
TFA
3387
Toth Financial Advisory
Virginia
$223K -$80.5K -271 -27%
WFPG
3388
Waller Financial Planning Group
Ohio
$223K -$9.5K -32 -4%
IFPG
3389
Intrepid Financial Planning Group
Indiana
$222K +$214K +720 New
CB
3390
CNB Bank
Pennsylvania
$222K -$25.2K -85 -11%
FF
3391
Fluent Financial
Texas
$222K +$214K +719 New
AWP
3392
Accretive Wealth Partners
New Jersey
$222K +$213K +718 New
IPW
3393
Invictus Private Wealth
Colorado
$222K +$213K +718 New
BFA
3394
BMS Financial Advisors
South Dakota
$221K +$213K +716 New
MCM
3395
Monument Capital Management
Virginia
$221K +$212K +715 New
BB
3396
Berkshire Bank
Massachusetts
$221K -$31.8K -107 -13%
LBC
3397
Lawrence B. Cohen
$221K +$212K +714 New
SWA
3398
Sightline Wealth Advisors
Connecticut
$221K +$212K +714 New
FM
3399
Foster & Motley
Ohio
$220K +$211K +711 New
SWM
3400
SFG Wealth Management
Maryland
$220K +$211K +712 New

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.