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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
EAM
3526
Eukles Asset Management
Ohio
$39K
WA
3527
Win Advisors
Florida
$38.9K +$2.97K +10 +9%
LWA
3528
Lowe Wealth Advisors
Maryland
$37.1K
MG
3529
MilWealth Group
Wisconsin
$36.5K
NOI
3530
Newton One Investments
Delaware
$36.1K
TAIM
3531
TD Ameritrade Investment Management
Nebraska
$35K -$4.46K -15 -12%
FIA
3532
FNY Investment Advisers
New York
$33K +$32.7K +110 New
MWA
3533
Miller Wealth Advisors
Colorado
$31K
BCM
3534
Birch Capital Management
Texas
$30.9K
CAM
3535
Capco Asset Management
Florida
$30.9K
LIA
3536
Luken Investment Analytics
Tennessee
$30.9K +$29.7K +100 New
PP
3537
PrairieView Partners
Minnesota
$30K
BCA
3538
Bray Capital Advisors
Florida
$30K
SWM
3539
Sanctuary Wealth Management
Idaho
$26.9K +$25.8K +87 New
FGAM
3540
Financial Gravity Asset Management
Texas
$23.8K -$1.81M -6,108 -83%
PS
3541
PayPay Securities
Japan
$23.2K +$22.3K +75 New
EIM
3542
Essex Investment Management
Massachusetts
$23K
VF
3543
VitalStone Financial
Texas
$19K +$18.1K +61 New
SCA
3544
Stuart Chaussee & Associates
California
$16.7K
MWC
3545
MBM Wealth Consultants
Missouri
$15K
PVH
3546
Psagot Value Holdings
Israel
$15K
RCM
3547
Ravenstone Capital Management
$11.7K
KC
3548
Kenfarb & Co
Kentucky
$11.7K
HF
3549
Halpern Financial
Virginia
$9.27K -$12.8K -43 -59%
SC
3550
Solstein Capital
California
$9.27K

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.