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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
PWA
3426
PCG Wealth Advisors
Kansas
$209K -$188K -634 -48%
SEM
3427
Strategic Equity Management
Arizona
$209K +$200K +675 New
DA
3428
DSC Advisors
Illinois
$208K -$1.69M -5,684 -89%
GWAM
3429
Guardian Wealth Advisors (Minnesota)
Minnesota
$208K +$200K +674 New
EGM
3430
Engineers Gate Manager
New York
$208K -$1.15M -3,879 -85%
VV
3431
Verity & Verity
South Carolina
$207K -$30.9K -104 -13%
JPLA
3432
Joseph P. Lucia & Associates
New York
$207K +$199K +671 New
QC
3433
QCM Cayman
Texas
$207K +$199K +670 New
CII
3434
Capital International Inc
California
$207K +$199K +669 New
SWM
3435
Seed Wealth Management
Illinois
$207K +$199K +669 New
CIC
3436
Chase Investment Counsel
Virginia
$204K +$197K +662 New
TF
3437
Talbot Financial
Washington
$204K +$196K +660 New
MAM
3438
McCarthy Asset Management
California
$203K +$195K +658 New
PAM
3439
Peninsula Asset Management
Florida
$203K -$29.7K -100 -13%
EA
3440
Evolution Advisers
Virginia
$202K
AFS
3441
Axiom Financial Strategies
Indiana
$201K -$1.13M -3,815 -85%
FWC
3442
First Washington Corp
Washington
$201K +$193K +650 New
CPG
3443
Cornerstone Planning Group
New Jersey
$201K +$195K +658 New
BBL
3444
Beck Bode LLC
Massachusetts
$200K +$193K +649 New
BA
3445
BCM Advisors
Louisiana
$200K +$193K +650 New
PD
3446
Planning Directions
Pennsylvania
$200K +$193K +649 New
FFL
3447
Financial Freedom LLC
Ohio
$198K +$190K +640 New
IRC
3448
Investors Research Corp
Georgia
$193K
PCM
3449
Perritt Capital Management
Illinois
$192K +$184K +620 New
LD
3450
Lipe & Dalton
New York
$187K

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.