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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
BAS
3601
Brown Advisory Securities
Maryland
-$1.34M -5,020 Closed
LC
3602
Longitude (Cayman)
Cayman Islands
-$1.33M -5,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3603
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.3M -4,866 Closed
TSS
3604
Two Sigma Securities
New York
-$1.37M -4,626 Closed
NAMM
3605
NorthStar Asset Management (Massachusetts)
Massachusetts
-$1.21M -4,545 Closed
SFM
3606
Spartan Fund Management
Canada
-$1.04M -3,901 Closed
QPW
3607
Quantum Private Wealth
Florida
-$1.02M -3,807 Closed
PG
3608
Prostatis Group
Maryland
-$1.01M -3,764 Closed
KCM
3609
Karp Capital Management
California
-$954K -3,571 Closed
AI
3610
Atom Investors
Texas
-$911K -3,410 Closed
AFA
3611
Abacus FCF Advisors
Florida
-$905K -3,393 Closed
NWM
3612
Northcape Wealth Management
New York
-$900K -3,370 Closed
SWM
3613
Scissortail Wealth Management
Oklahoma
-$952K -3,281 Closed
SCM
3614
Stevens Capital Management
Pennsylvania
-$704K -2,638 Closed
BAM
3615
Blueshift Asset Management
New Jersey
-$685K -2,565 Closed
EA
3616
Efficient Advisors
Ohio
-$653K -2,444 Closed
VEA
3617
Virtus ETF Advisers
New York
-$633K -2,369 Closed
CBB
3618
Citizens Business Bank
California
-$591K -2,210 Closed
Members Trust
3619
Members Trust
Florida
-$517K -1,935 Closed
RS
3620
Retirement Solution
Washington
-$503K -1,885 Closed
SC
3621
Shay Capital
New York
-$481K -1,800 Closed
BFM
3622
Boothbay Fund Management
New York
-$504K -1,698 Closed
MG
3623
Meritage Group
California
-$439K -1,643 Closed
PCWA
3624
Pacific Capital Wealth Advisors
California
-$391K -1,465 Closed
FWM
3625
Foresight Wealth Management
Utah
-$383K -1,434 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.