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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
CBT
3451
Central Bank & Trust
Kentucky
$183K +$19.6K +66 +13%
MWM
3452
MinichMacGregor Wealth Management
New York
$179K +$173K +581 New
IBOK
3453
Independence Bank of Kentucky
Kentucky
$178K
QCI
3454
Quaker Capital Investments
Pennsylvania
$176K
CCP
3455
Clough Capital Partners
Massachusetts
$173K +$166K +560 New
OSNBOA
3456
Old Second National Bank of Aurora
Illinois
$172K -$5.35K -18 -3%
CIR
3457
Clear Investment Research
Georgia
$168K +$25.2K +85 +19%
SIA
3458
Sit Investment Associates
Minnesota
$165K
PA
3459
PSI Advisors
Florida
$164K -$29.7K -100 -16%
DFCM
3460
Dark Forest Capital Management
Puerto Rico
$164K +$158K +532 New
PP
3461
PFS Partners
New Jersey
$163K -$202K -680 -56%
HWM
3462
HighMark Wealth Management
Minnesota
$159K
TAM
3463
Tucker Asset Management
Colorado
$157K
TLA
3464
Tanglewood Legacy Advisors
Texas
$157K +$151K +508 New
AA
3465
AlphaMark Advisors
Kentucky
$154K
BG
3466
Bollard Group
Massachusetts
$154K
SAM
3467
Sycomore Asset Management
France
$153K
SVCF
3468
Silicon Valley Community Foundation
California
$153K
VIA
3469
Virtus Investment Advisers
Connecticut
$153K
CWM
3470
Cranbrook Wealth Management
Michigan
$150K
DI
3471
Disciplined Investments
Oklahoma
$147K -$41.3K -139 -23%
IA
3472
IFS Advisors
Kansas
$145K
BBPWM
3473
Blue Bell Private Wealth Management
Pennsylvania
$143K
BFA
3474
BBJS Financial Advisors
Washington
$134K +$129K +433 New
ACM
3475
Antonetti Capital Management
Florida
$130K -$1.49K -5 -1%

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.