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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
BBI
351
Baxter Bros Inc
Connecticut
$49.5M -$448K -1,508 -0.9%
FAF
352
Fjarde Ap-fonden
Sweden
$49.4M -$13M -43,800 -22%
AC
353
Avenir Corporation
Virginia
$48.4M +$463K +1,558 +1%
PL
354
Parthenon LLC
Kentucky
$48.1M -$176K -591 -0.4%
JCM
355
Jacobi Capital Management
Pennsylvania
$48.1M +$2.42M +8,146 +6%
CTC
356
Central Trust Company
Missouri
$47.2M -$108K -365 -0.2%
FCMC
357
Founders Capital Management (Connecticut)
Connecticut
$46.9M -$1.2M -4,046 -3%
IGGA
358
Iron Gate Global Advisors
Utah
$46.8M +$773K +2,603 +2%
NHC
359
Nicholas Hoffman & Company
Georgia
$46.7M +$8.01M +26,959 +22%
SFA
360
Sequoia Financial Advisors
Ohio
$46.6M +$8.83M +29,748 +25%
ACM
361
Argent Capital Management
Missouri
$46.5M -$244K -821 -0.5%
NIM
362
Northeast Investment Management
Massachusetts
$46.5M -$82K -276 -0.2%
CA
363
Cetera Advisors
Colorado
$46M -$31M -104,234 -41%
GIA
364
Guyasuta Investment Advisors
Pennsylvania
$45.8M +$1.24M +4,169 +3%
SAM
365
Securian Asset Management
Minnesota
$45.7M +$292K +984 +0.7%
AWM
366
AE Wealth Management
Kansas
$45.7M +$1.32M +4,457 +3%
NAM
367
Nissay Asset Management
Japan
$45.5M -$724K -2,439 -2%
CAI
368
Capital Advisors Inc
Oklahoma
$45.5M +$3.18M +10,691 +8%
PP
369
Prospector Partners
Connecticut
$44.8M
MIM
370
Miller Investment Management
Pennsylvania
$44.8M +$118K +396 +0.3%
CCB
371
Cutter & Co Brokerage
Missouri
$44.6M -$443K -1,490 -1%
Luther King Capital Management (LKCM)
372
Luther King Capital Management (LKCM)
Texas
$44.6M +$1.36M +4,570 +3%
LAM
373
Lountzis Asset Management
Pennsylvania
$44.6M -$1.84M -6,200 -4%
NPF
374
Norris Perne & French
Michigan
$44.5M +$470K +1,584 +1%
MJRIC
375
Mogy Joel R Investment Counsel
California
$44.5M -$359K -1,208 -0.8%

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.