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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
MYAM
3551
Meiji Yasuda Asset Management
Japan
$9.16K -$91.5K -308 -1%
MUMSS
3552
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K +$2.97K +10 +50%
CMP
3553
Coston McIsaac & Partners
Maine
$8.51K +$556K +1,871 +7%
First Eagle Investment Management
3554
First Eagle Investment Management
New York
$8.03K +$7.72K +26 New
MIM
3555
Macroview Investment Management
Maryland
$7.72K -$193K -650 -96%
LSA
3556
Lansing Street Advisors
Pennsylvania
$7.41K +$6.53K +22 +1,100%
TCM
3557
TD Capital Management
Tennessee
$6.18K
CAM
3558
ClariVest Asset Management
California
$6K
SCA
3559
Sander Capital Advisors
Washington
$3.83K
PI
3560
PEAK6 Investments
Illinois
$1.82K -$245K -825 -99%
NC
3561
NewSquare Capital
Pennsylvania
$1.54K -$41.6K -140 -97%
TCOT
3562
Trust Company of Toledo
Ohio
$1.25K -$594 -2 -0%
ITIM
3563
Indiana Trust & Investment Management
Indiana
$952 +$16.3K +55 +2%
DI
3564
DRH Investments
California
$927
TWP
3565
TFO Wealth Partners
Ohio
$581 -$287K -966 -99%
GIA
3566
Goodwin Investment Advisory
Georgia
$154
CAM
3567
CenterStar Asset Management
Illinois
$129
Voloridge Investment Management
3568
Voloridge Investment Management
Florida
-$181M -677,140 Closed
Simplex Trading
3569
Simplex Trading
Illinois
-$50.9M -171,339 Closed
MA
3570
MUFG Americas
New York
-$41.2M -154,291 Closed
EWA
3571
EP Wealth Advisors
California
-$31.2M -116,990 Closed
WI
3572
Wintrust Investments
Illinois
-$30.7M -115,155 Closed
ACG
3573
Allen Capital Group
Nebraska
-$24.5M -91,687 Closed
CS
3574
Candriam SCA
Luxembourg
-$22.7M -85,059 Closed
AFA
3575
American Financial Advisors
Georgia
-$20.6M -77,140 Closed

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.