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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
HC
3476
Hoese & Co
Minnesota
$127K
WAM
3477
Wolverine Asset Management
Illinois
$123K +$118K +399 New
CCMW
3478
Cypress Capital Management (Wyoming)
Wyoming
$121K
GCS
3479
Gordian Capital (Singapore)
Singapore
$120K
SC
3480
Steph & Co
Wisconsin
$120K
GWSA
3481
Global Wealth Strategies & Associates
Colorado
$120K +$115K +387 New
DWA
3482
Dougherty Wealth Advisers
Minnesota
$118K -$14.3K -48 -11%
RTL
3483
Red Tortoise LLC
Georgia
$116K +$111K +374 New
WBC
3484
West Branch Capital
Massachusetts
$113K
DF
3485
DecisionPoint Financial
Arizona
$113K +$108K +365 New
RWM
3486
Ruedi Wealth Management
Illinois
$112K +$108K +363 New
WTA
3487
Washington Trust Advisors
Massachusetts
$110K
HI
3488
Hoey Investments
Pennsylvania
$106K
WWM
3489
Wolff Wiese Magana
California
$106K -$56.4K -190 -36%
MLA
3490
MB, Levis & Associates
Pennsylvania
$100K +$96.2K +324 New
FFC
3491
First Financial Corp
Indiana
$99.2K +$14.3K +48 +18%
DWA
3492
Delos Wealth Advisors
Texas
$98.2K +$20.2K +68 +27%
FMTCOCP
3493
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$98K
IFA
3494
Interactive Financial Advisors
Illinois
$92.7K
AAMA
3495
Advanced Asset Management Advisors
Ohio
$89.6K +$86.1K +290 New
MSCM
3496
McElhenny Sheffield Capital Management
Texas
$89.4K +$90K +303 New
BDS
3497
Banco de Sabadell
Florida
$89K +$35.6K +120 +15%
DCBT
3498
Dakota Community Bank & Trust
North Dakota
$88K
ARS
3499
Adirondack Retirement Specialists
New York
$87.4K
SCM
3500
Silvant Capital Management
Georgia
$87.4K

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.