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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
GAM
476
Gotham Asset Management
New York
$30.8M +$344K +1,158 +1%
PFO
477
Pathstone Family Office
New Jersey
$30.8M +$12.4M +41,758 +35%
PWP
478
Perfromance Wealth Partners
Illinois
$30.7M +$1.04M +3,492 +4%
EIM
479
Ervin Investment Management
Washington
$30.7M -$475K -1,600 -2%
WTC
480
WhitTier Trust Company
Nevada
$30.6M +$115K +386 +0.4%
LC
481
Lincoln Capital
Nebraska
$30.5M -$321K -1,081 -1%
HCM
482
Hutchinson Capital Management
California
$30.2M +$139K +468 +0.5%
LF
483
Lee Financial
Texas
$30.2M +$569K +1,917 +2%
SIM
484
Sprucegrove Investment Management
Ontario, Canada
$30.1M -$7.69M -25,900 -21%
AMCA
485
Arthur M. Cohen & Associates
Illinois
$30M -$1.6M -5,400 -5%
FNT
486
First Nebraska Trust
Nebraska
$29.9M -$734K -2,470 -2%
GJCM
487
Grand Jean Capital Management
California
$29.8M -$169K -570 -0.6%
MGIA
488
Matthew Goff Investment Advisor
Texas
$29.4M -$271K -911 -0.9%
HCM
489
Hitchwood Capital Management
New York
$29.3M -$8.91M -30,000 -24%
LWCA
490
Locust Wood Capital Advisers
New York
$29.3M +$193K +650 +0.7%
CAM
491
Close Asset Management
United Kingdom
$29M +$503K +1,694 +2%
TNA
492
True North Advisors
Texas
$28.9M -$391K -1,318 -1%
LI
493
LMCG Investments
Massachusetts
$28.8M +$225K +757 +0.8%
CC
494
Cadinha & Co
Hawaii
$28.7M -$121K -406 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
495
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28.6M -$2.26M -7,613 -8%
BMSSC
496
B. Metzler seel. Sohn & Co
Germany
$28.3M +$63.9K +215 +0.2%
BSA
497
Braun Stacey Associates
New York
$28.2M +$1.04M +3,494 +4%
MAM
498
Meeder Asset Management
Ohio
$28.1M -$29.7M -100,037 -52%
GCM
499
GoodHaven Capital Management
New Jersey
$28M
GPCM
500
Greenbrier Partners Capital Management
Texas
$28M -$1.92M -6,449 -7%

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.