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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
WWM
3626
Wiser Wealth Management
Georgia
-$308K -1,154 Closed
SMH
3627
Sanders Morris Harris
Texas
-$306K -1,146 Closed
AWA
3628
Alaska Wealth Advisors
Alaska
-$300K -1,123 Closed
SPA
3629
Sentinel Pension Advisors
Massachusetts
-$285K -1,068 Closed
NCG
3630
Newport Capital Group
New Jersey
-$285K -1,054 Closed
DCM
3631
Driehaus Capital Management
Illinois
-$275K -1,029 Closed
RCYC
3632
Richard C. Young & Co
Rhode Island
-$267K -1,002 Closed
LPARFS
3633
Leverage Partners Absolute Return Fund SPC
Cayman Islands
-$291K -980 Closed
APP
3634
Alpha Paradigm Partners
Illinois
-$249K -934 Closed
WLPWM
3635
Walled Lake Planning & Wealth Management
Illinois
-$244K -914 Closed
FRM
3636
Fox Run Management
Connecticut
-$242K -907 Closed
CP
3637
Castleview Partners
Texas
-$229K -859 Closed
SP
3638
SWS Partners
Ohio
-$224K -838 Closed
SPFA
3639
Summit Place Financial Advisors
New Jersey
-$221K -829 Closed
5SA
3640
5th Street Advisors
Connecticut
-$219K -820 Closed
FF
3641
Friedenthal Financial
New Jersey
-$219K -820 Closed
CAN
3642
Claraphi Advisory Network
United States
-$216K -809 Closed
GIS
3643
Grayhawk Investment Strategies
Alberta, Canada
-$282K -770 Closed
FFG
3644
Fullen Financial Group
Ohio
-$227K -768 Closed
LA
3645
Lifeworks Advisors
Michigan
-$220K -744 Closed
ARIS
3646
Advanced Research Investment Solutions
California
-$164K -614 Closed
SFO
3647
Standard Family Office
South Dakota
-$122K -456 Closed
IUHSA
3648
Itau Unibanco Holding S.A.
Brazil
-$105K -395 Closed
AIM
3649
Axiom Investment Management
New York
-$76K -282 Closed
BWS
3650
BCR Wealth Strategies
Alabama
-$53K -200 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.