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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
Qube Research & Technologies (QRT)
3576
Qube Research & Technologies (QRT)
United Kingdom
-$21.8M -73,263 Closed
CCMD
3577
Cypress Capital Management (Delaware)
Delaware
-$16.2M -60,735 Closed
GCM
3578
Gabalex Capital Management
New York
-$16M -60,000 Closed
AIM
3579
Artemis Investment Management
United Kingdom
-$15.7M -58,792 Closed
PHK
3580
Point72 Hong Kong
Hong Kong
-$14.4M -54,114 Closed
CS
3581
Clear Street
New York
-$9.77M -36,576 Closed
PIMG
3582
Patriot Investment Management Group
Tennessee
-$8.02M -30,048 Closed
FC
3583
FORA Capital
Florida
-$7.99M -29,910 Closed
TG
3584
TCW Group
California
-$6.74M -25,226 Closed
TC
3585
TwinBeech Capital
New York
-$6.25M -23,414 Closed
KA
3586
Kovack Advisors
Florida
-$4.75M -17,779 Closed
Hotchkis & Wiley Capital Management
3587
Hotchkis & Wiley Capital Management
California
-$3.94M -14,750 Closed
ACA
3588
Atlas Capital Advisors
Wyoming
-$3.8M -14,215 Closed
TL
3589
Tradewinds LLC
North Carolina
-$3.66M -13,713 Closed
RFWA
3590
RPg Family Wealth Advisory
Massachusetts
-$3.75M -13,357 Closed
Q
3591
QVR
California
-$3.58M -12,050 Closed
HPWM
3592
Highland Private Wealth Management
Washington
-$2.93M -10,969 Closed
ACM
3593
AlphaCrest Capital Management
New York
-$2.77M -10,376 Closed
Legacy Financial Group (Iowa)
3594
Legacy Financial Group (Iowa)
Iowa
-$2.71M -10,166 Closed
IGWM
3595
ICA Group Wealth Management
Colorado
-$2.27M -8,498 Closed
E
3596
Ergoteles
New York
-$2.16M -8,085 Closed
SA
3597
Sycale Advisors
New York
-$2.14M -8,000 Closed
CM
3598
Churchill Management
California
-$1.84M -6,882 Closed
Arrowstreet Capital
3599
Arrowstreet Capital
Massachusetts
-$1.55M -5,814 Closed
OQS
3600
Occudo Quantitative Strategies
Florida
-$1.54M -5,762 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.