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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
WFAG
3401
Worth Financial Advisory Group
North Carolina
$220K +$211K +712 New
EWA
3402
Etesian Wealth Advisors
Oregon
$219K +$211K +710 New
AC
3403
Asio Capital
Kentucky
$219K +$211K +709 New
RWM
3404
Refined Wealth Management
Utah
$218K +$210K +706 New
IWP
3405
IAG Wealth Partners
Wisconsin
$218K +$116K +391 +125%
MBFW
3406
Morton Brown Family Wealth
Pennsylvania
$217K
OPWM
3407
Oxinas Partners Wealth Management
Indiana
$217K +$209K +703 New
TC
3408
Tenret Company
Florida
$217K +$209K +703 New
JSA
3409
Jacobson & Schmitt Advisors
Wisconsin
$216K
LRIC
3410
Long Road Investment Counsel
Michigan
$216K +$208K +700 New
BO
3411
Bank OZK
Arkansas
$216K +$208K +699 New
KFP
3412
KB Financial Partners
New Jersey
$215K +$7.72K +26 +4%
NEPPG
3413
New England Professional Planning Group
Rhode Island
$215K +$206K +695 New
TDC
3414
Thompson Davis & Co
Virginia
$215K +$206K +695 New
MIM
3415
Montgomery Investment Management
Maryland
$214K +$206K +694 New
MWM
3416
Maripau Wealth Management
Indiana
$213K -$17.5K -59 -8%
BSAM
3417
Blue Square Asset Management
New York
$213K +$205K +690 New
JA
3418
JVL Associates
Michigan
$212K +$204K +687 New
PWM
3419
Prosperity Wealth Management
California
$211K +$203K +682 New
EIA
3420
Eastover Investment Advisors
North Carolina
$210K +$202K +681 New
NPT
3421
Nixon Peabody Trust
Massachusetts
$210K +$202K +681 New
CFCI
3422
Comprehensive Financial Consultants Institutional
Indiana
$210K -$161K -542 -45%
IIM
3423
Ironwood Investment Management
Massachusetts
$210K +$202K +680 New
APW
3424
Acima Private Wealth
Virginia
$210K -$241K -813 -54%
CWM
3425
Cahill Wealth Management
Michigan
$209K +$198K +667 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.