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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
BWAM
3501
Boyd Watterson Asset Management
Ohio
$85.6K +$82.3K +277 New
SC
3502
Sawyer & Company
Massachusetts
$83K +$6.24K +21 +8%
WFA
3503
West Financial Advisors
Iowa
$80.6K
RWMH
3504
Riverpoint Wealth Management Holdings
Illinois
$79.7K +$76.6K +258 New
CAS
3505
Coppell Advisory Solutions
Texas
$76.9K +$73.9K +249 New
CASC
3506
Coppell Advisory Solutions Corp
Texas
$76.9K +$73.9K +249 New
TWD
3507
True Wealth Design
Ohio
$75.7K +$72.8K +245 New
RWPA
3508
Richard W. Paul & Associates
Michigan
$74.1K +$71.3K +240 New
OIS
3509
Okabena Investment Services
Minnesota
$73.2K -$4.36M -14,681 -98%
CWAF
3510
Core Wealth Advisors (Florida)
Florida
$66.7K
CM
3511
Cornerstone Management
Georgia
$63.3K -$72.5K -244 -54%
CPFP
3512
Clear Perspectives Financial Planning
Ohio
$62.4K +$594 +2 +1%
AWM
3513
Ameliora Wealth Management
Switzerland
$61.8K
GWMI
3514
Guardian Wealth Management (Illinois)
Illinois
$55.9K +$3.27K +11 +6%
GCM
3515
Gables Capital Management
Florida
$54.1K
HIM
3516
Hillsdale Investment Management
Ontario, Canada
$52.8K -$23.8K -80 -32%
WAM
3517
Worth Asset Management
Texas
$49.4K +$5.94K +20 +14%
LFASL
3518
Lugano Financial Advisors SA (LFA)
Switzerland
$49.4K +$44.5K +150 +1,500%
SC
3519
Schubert & Co
Texas
$49.1K -$7.42K -25 -14%
IAIM
3520
Industrial Alliance Investment Management
Quebec, Canada
$48K -$57.9K -195 -56%
PMEF
3521
Point72 Middle East FZE
United Arab Emirates
$47.9K +$46K +155 New
AS
3522
Altshuler Shaham
Israel
$47.3K -$11K -37 -19%
ETC
3523
Exchange Traded Concepts
Oklahoma
$40.8K -$90K -303 -70%
EL
3524
EMFO LLC
Florida
$40.2K
Point72 Asset Management
3525
Point72 Asset Management
Connecticut
$39.2K +$37.7K +127 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.