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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,550 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, 1,333 increasing their positions, 1,307 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,550
Holders Change
+227
Holders Change %
+6.83%
% of All Funds
57.28%
Holding in Top 10
691
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+13.46%
% of All Funds
11.15%
New
383
Increased
1,333
Reduced
1,307
Closed
89
Calls
$5.9B
Puts
$4.16B
Net Calls
+$1.74B
Net Calls Change
+$445M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.79B
2
Morgan Stanley
Morgan Stanley
New York
$6.88B
3
Norges Bank
Norges Bank
Norway
$2.63B
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$681M
5
Vanguard Group
Vanguard Group
Pennsylvania
$42.7B

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$7.63B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$188M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$138M
4
Invesco
Invesco
Georgia
$1.11B
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Q
3576
QVR
California
– -$3.22M -12,050 Closed
HPWM
3577
Highland Private Wealth Management
Washington
– -$2.93M -10,969 Closed
ACM
3578
AlphaCrest Capital Management
New York
– -$2.77M -10,376 Closed
Legacy Financial Group (Iowa)
3579
Legacy Financial Group (Iowa)
Iowa
– -$2.72M -10,166 Closed
IGWM
3580
ICA Group Wealth Management
Colorado
– -$2.27M -8,498 Closed
E
3581
Ergoteles
New York
– -$2.16M -8,085 Closed
SA
3582
Sycale Advisors
New York
– -$2.14M -8,000 Closed
CM
3583
Churchill Management
California
– -$1.84M -6,882 Closed
Arrowstreet Capital
3584
Arrowstreet Capital
Massachusetts
– -$1.55M -5,814 Closed
OQS
3585
Occudo Quantitative Strategies
Florida
– -$1.54M -5,762 Closed
BAS
3586
Brown Advisory Securities
Maryland
– -$1.34M -5,020 Closed
LC
3587
Longitude (Cayman)
Cayman Islands
– -$1.34M -5,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3588
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.3M -4,866 Closed
TSS
3589
Two Sigma Securities
New York
– -$1.24M -4,626 Closed
NAMM
3590
NorthStar Asset Management (Massachusetts)
Massachusetts
– -$1.21M -4,545 Closed
SFM
3591
Spartan Fund Management
Canada
– -$1.04M -3,901 Closed
QPW
3592
Quantum Private Wealth
Florida
– -$1.02M -3,807 Closed
PG
3593
Prostatis Group
Maryland
– -$1.01M -3,764 Closed
KCM
3594
Karp Capital Management
California
– -$954K -3,571 Closed
AI
3595
Atom Investors
Texas
– -$911K -3,410 Closed
AFA
3596
Abacus FCF Advisors
Florida
– -$905K -3,393 Closed
NWM
3597
Northcape Wealth Management
New York
– -$900K -3,370 Closed
SWM
3598
Scissortail Wealth Management
Oklahoma
– -$952K -3,281 Closed
SCM
3599
Stevens Capital Management
Pennsylvania
– -$704K -2,638 Closed
BAM
3600
Blueshift Asset Management
New Jersey
– -$685K -2,565 Closed
142 143
144
145 146