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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
BTCPP
326
Border to Coast Pensions Partnership
United Kingdom
$57.5M +$5.35M +18,000 +11%
BMO
327
Beck Mack & Oliver
New York
$57M -$84.9K -286 -0.2%
CPSAC
328
Chas P. Smith & Associates (CPS)
Florida
$56.9M +$51.7K +174 +0.1%
HP
329
Hosking Partners
United Kingdom
$56.2M +$1.92M +6,468 +4%
CA
330
Cornerstone Advisors
North Carolina
$55.3M
V
331
Veritable
Delaware
$54.9M -$46.9K -158 -0.1%
BAM
332
Burgundy Asset Management
Ontario, Canada
$54.9M -$458K -1,542 -0.9%
WIM
333
Wittenberg Investment Management
Massachusetts
$54.5M -$59.4K -200 -0.1%
SDIC
334
South Dakota Investment Council
South Dakota
$54.5M -$19.9K -67 -0%
CIC
335
Carnegie Investment Counsel
Ohio
$54.3M +$1.71M +5,769 +3%
LWCFA
336
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54.2M +$771K +2,596 +2%
PGFC
337
Peapack-Gladstone Financial Corp
New Jersey
$54M -$5.6M -18,860 -10%
AIA
338
Avalon Investment & Advisory
Texas
$53.7M +$1.38M +4,641 +3%
CFB
339
Cullen/Frost Bankers
Texas
$53.6M +$13.7M +46,048 +36%
LSV Asset Management
340
LSV Asset Management
Illinois
$53.4M -$17.1M -57,695 -25%
MA
341
Mutual Advisors
Nebraska
$53.4M +$13.6M +45,860 +36%
EIA
342
Edgemoor Investment Advisors
Maryland
$53.3M +$696K +2,342 +1%
FCI
343
Financial Counselors Inc
Kansas
$53.1M +$554K +1,867 +1%
TRSOTSOK
344
Teachers Retirement System of the State of Kentucky
Kentucky
$53M
SIC
345
Salem Investment Counselors
North Carolina
$52.9M +$679K +2,286 +1%
CK
346
Cohen Klingenstein
New York
$52.4M -$233K -784 -0.5%
SCI
347
S&CO Inc
Massachusetts
$51.9M -$125K -420 -0.2%
AP
348
Archon Partners
New Jersey
$51.7M +$49K +165 +0.1%
VAM
349
Vontobel Asset Management
New York
$50.9M +$15.7M +53,004 +46%
RC
350
Roundview Capital
New Jersey
$50.8M +$1.2M +4,037 +3%

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.