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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
EOJOAM
401
E. Ohman J:or Asset Management
Sweden
$39.8M +$350K +1,177 +0.9%
MAM
402
Martingale Asset Management
Massachusetts
$39.7M -$12.3M -41,436 -24%
LGF
403
LGT Group Foundation
Liechtenstein
$39.7M +$296K +998 +0.8%
DCM
404
Dupont Capital Management
Delaware
$39.5M +$23.1M +77,622 +154%
DC
405
Defender Capital
North Carolina
$39.3M -$2.25M -7,566 -6%
FT
406
Fiduciary Trust
Massachusetts
$38.5M +$198K +666 +0.5%
SFM
407
Stack Financial Management
Montana
$38.4M +$159K +536 +0.4%
HNB
408
Huntington National Bank
Ohio
$38.3M -$711K -2,394 -2%
CA
409
CapWealth Advisors
Tennessee
$38.3M +$9.44M +31,799 +34%
AWM
410
Avior Wealth Management
Nebraska
$38.3M +$26.7K +90 +0.1%
WM
411
WS Management
Florida
$38.2M
SYBT
412
Stock Yards Bank & Trust
Kentucky
$38.1M +$525K +1,769 +1%
AMAL
413
Asset Management Advisors LLC
Oklahoma
$38.1M -$208K -701 -0.6%
HWA
414
Heritage Wealth Advisors
Virginia
$38M +$1.45M +4,866 +4%
AIS
415
AM Investment Strategies
Tennessee
$37.9M -$168K -565 -0.5%
ICP
416
Ironvine Capital Partners
Nebraska
$37.7M -$9.53M -32,074 -21%
BPWM
417
Badgley Phelps Wealth Managers
Washington
$37.7M +$598K +2,012 +2%
ECM
418
Elgethun Capital Management
South Dakota
$37.2M +$700K +2,358 +2%
GG
419
Gofen & Glossberg
Illinois
$37.1M +$272K +916 +0.8%
Daiwa Securities Group
420
Daiwa Securities Group
Japan
$37M +$3.34M +11,241 +10%
NFGCM
421
Norman Fields Gottscho Capital Management
New York
$37M -$1.19M -3,998 -3%
SDWIA
422
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$36.9M +$457K +1,539 +1%
TNB
423
Thomasville National Bank
Georgia
$36.9M +$1.44M +4,849 +4%
Federated Hermes
424
Federated Hermes
Pennsylvania
$36.9M +$1.09M +3,681 +3%
ADEF
425
Adams Diversified Equity Fund
Maryland
$36.4M +$6.3M +21,200 +22%

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.