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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
GT
376
Greenleaf Trust
Michigan
$44.2M +$271K +913 +0.6%
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$44.1M +$1.4M +4,721 +3%
KRS
378
Kentucky Retirement Systems
Kentucky
$43.8M +$184K +621 +0.4%
AWS
379
Atria Wealth Solutions
New York
$43.8M +$37.7K +127 +0.1%
PCM
380
Parsons Capital Management
Rhode Island
$43.8M +$698K +2,349 +2%
MSRPS
381
Maryland State Retirement & Pension System
Maryland
$43.7M +$460K +1,548 +1%
ACM
382
Ardent Capital Management
Ohio
$43.7M -$254K -856 -0.6%
OPERF
383
Oregon Public Employees Retirement Fund
Oregon
$43.6M -$38.5M -129,743 -48%
CPIG
384
Chicago Partners Investment Group
Illinois
$43.5M -$594 -2 -0%
AZ
385
Aquamarine Zurich
Switzerland
$43.4M
UH
386
Unigestion Holding
Switzerland
$42.1M -$6.93M -23,332 -15%
SLAM
387
Swiss Life Asset Management
$42M -$3.75M -12,637 -9%
BAM
388
Belpointe Asset Management
Nevada
$41.8M +$2.23M +7,516 +6%
AAS
389
Avantax Advisory Services
Texas
$41.6M +$728K +2,453 +2%
Wolverine Trading
390
Wolverine Trading
Illinois
$41.5M -$2.63M -8,839 -6%
WIM
391
WealthPlan Investment Management
Nebraska
$41.5M +$1.07M +3,593 +3%
SEI Investments
392
SEI Investments
Pennsylvania
$41.3M -$10.5M -35,424 -21%
BB
393
Busey Bank
Illinois
$41.2M -$982K -3,307 -2%
WP
394
WealthPLAN Partners
Nebraska
$41M +$39.2M +131,951 New
WF
395
Welch & Forbes
Massachusetts
$40.9M -$479K -1,612 -1%
SWM
396
Segment Wealth Management
Texas
$40.8M -$759K -2,555 -2%
LI
397
Lafayette Investments
Maryland
$40.6M -$1.49K -5 -0%
RCAMU
398
Rothschild & Co Asset Management US
Connecticut
$40.6M +$1.01M +3,402 +3%
Wealthfront Advisers
399
Wealthfront Advisers
California
$40.3M +$4.62M +15,559 +14%
HIMCH
400
Hartford Investment Management Co (HIMCO)
Connecticut
$40.3M -$16.7M -56,117 -30%

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.