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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
GI
426
GAMCO Investors
Connecticut
$36.3M -$598K -2,014 -2%
WIM
427
Waverton Investment Management
United Kingdom
$36.1M +$8.59M +28,931 +33%
LSERS
428
Louisiana State Employees Retirement System
Louisiana
$36M +$267K +900 +0.8%
WBC
429
Westpac Banking Corp
Australia
$35.9M -$1.2M -4,024 -3%
ACM
430
Academy Capital Management
Texas
$35.9M -$696K -2,344 -2%
RG
431
Retirement Group
California
$35.7M +$8.35M +28,131 +32%
BCIM
432
British Columbia Investment Management
British Columbia, Canada
$35.7M -$3.55M -11,950 -9%
DILIC
433
Dai-ichi Life Insurance Company
Japan
$35.6M +$2.73M +9,193 +9%
CBCM
434
Cook & Bynum Capital Management
Alabama
$35.5M
Macquarie Group
435
Macquarie Group
Australia
$35.5M +$6.74M +22,699 +25%
TCOV
436
Trust Company of Vermont
Vermont
$35.3M +$492K +1,656 +1%
VFA
437
Valeo Financial Advisors
Indiana
$35.2M +$1.41M +4,736 +2%
HIC
438
Harvey Investment Company
Kentucky
$35M -$324K -1,091 -1%
GLLW
439
Graves Light Lenhart Wealth
Virginia
$34.9M -$2.08K -7 -0%
SC
440
Saybrook Capital
North Carolina
$34.9M -$36.2K -122 -0.1%
BF
441
BOK Financial
Oklahoma
$34.5M -$4.95M -16,656 -13%
NCM
442
New Capital Management
Texas
$34.5M +$708K +2,385 +2%
IFS
443
Intelligent Financial Strategies
Minnesota
$34.3M +$5.91M +19,894 +22%
PWC
444
PYA Waltman Capital
Tennessee
$34.2M -$794K -2,673 -2%
ACI
445
Alpha Cubed Investments
California
$34.1M +$5.22M +17,572 +19%
PTC
446
Philadelphia Trust Company
Pennsylvania
$34.1M -$2.36M -7,956 -7%
SMDAM
447
Sumitomo Mitsui DS Asset Management
Japan
$33.9M +$2.16M +7,270 +7%
SSWM
448
Smith Salley Wealth Management
North Carolina
$33.9M +$234K +789 +0.7%
CS
449
Cannell & Spears
New York
$33.7M +$161K +543 +0.5%
CIA
450
Citadel Investment Advisory
Ohio
$33.6M -$252K -850 -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.