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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
IC
451
IEQ Capital
California
$33.5M +$3.15M +10,605 +11%
KPWS
452
Kestra Private Wealth Services
Texas
$33.4M +$2.51M +8,450 +8%
EWA
453
Exencial Wealth Advisors
Oklahoma
$33.3M +$2.13M +7,158 +7%
GD
454
Grandfield & Dodd
New York
$33.2M -$129K -433 -0.4%
EBSAM
455
Eubel Brady & Suttman Asset Management
Ohio
$33.2M +$141K +475 +0.4%
FBB
456
Fulton Breakefield Broenniman
Maryland
$32.9M +$284K +955 +0.9%
SPIA
457
Steward Partners Investment Advisory
New York
$32.4M +$1.95M +6,550 +7%
SWA
458
SFMG Wealth Advisors
Texas
$32.4M +$16.6K +56 +0.1%
TPCM
459
Templeton & Phillips Capital Management
Tennessee
$32.3M +$31.1M +104,576 New
CANC
460
Culbertson A N & Co
Virginia
$32.3M +$93.3K +314 +0.3%
SC
461
SouthState Corp
Florida
$32.2M +$47.2K +159 +0.2%
MLICM
462
Metropolitan Life Insurance Company (MetLife)
New York
$32.2M -$963K -3,241 -3%
CWM
463
Chemistry Wealth Management
New York
$32.1M +$700K +2,356 +2%
BSW
464
Buckingham Strategic Wealth
Missouri
$32M -$1.09M -3,665 -3%
PA
465
Pinnacle Associates
New York
$31.9M -$71.3K -240 -0.2%
FSCM
466
Front Street Capital Management
Montana
$31.8M -$306K -1,029 -1%
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$31.8M -$53.5K -180 -0.2%
FRM
468
Foundation Resource Management
Arkansas
$31.8M -$238K -801 -0.8%
RT
469
Rockland Trust
Massachusetts
$31.6M +$206K +695 +0.7%
AA
470
Ancora Advisors
Ohio
$31.6M +$1.91M +6,436 +7%
PIC
471
Portland Investment Counsel
Ontario, Canada
$31.4M
MLL
472
Moody Lynn & Lieberson
Massachusetts
$31.3M +$12.6M +42,501 +72%
MCM
473
MAI Capital Management
Ohio
$31.2M +$25.2K +85 +0.1%
EMPI
474
Elo Mutual Pension Insurance
Finland
$31.1M +$1.23M +4,156 +4%
JWA
475
JFS Wealth Advisors
Pennsylvania
$30.9M +$53.5K +180 +0.2%

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.