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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
GJIC
501
Gamble Jones Investment Counsel
California
$28M -$564K -1,900 -2%
EDRH
502
Edmond de Rothschild Holding
Switzerland
$28M -$109K -368 -0.4%
CIC
503
Chilton Investment Company
Connecticut
$27.9M -$37.8M -127,240 -58%
PCIA
504
Prime Capital Investment Advisors
Kansas
$27.9M +$15.9M +53,401 +145%
AM
505
AGF Management
Ontario, Canada
$27.8M +$26.7M +90,058 New
HWM
506
HB Wealth Management
Georgia
$27.8M +$1.6M +5,397 +6%
Balyasny Asset Management
507
Balyasny Asset Management
Illinois
$27.7M +$19M +63,920 +247%
SAM
508
SP Asset Management
California
$27.1M -$52K -175 -0.2%
RFC
509
Regions Financial Corp
Alabama
$27M -$1.08M -3,643 -4%
CGH
510
Crossmark Global Holdings
Texas
$27M +$1.48M +4,983 +6%
ST
511
Spinnaker Trust
Maine
$26.9M +$50.2K +169 +0.2%
DOA
512
D'Orazio & Associates
Virginia
$26.8M +$1.05M +3,525 +4%
EH
513
Equitable Holdings
New York
$26.8M +$91.8K +309 +0.4%
ABC
514
Associated Banc-Corp
Wisconsin
$26.7M -$219K -738 -0.8%
BTW
515
Boston Trust Walden
Massachusetts
$26.7M -$420K -1,415 -2%
SAM
516
Silvercrest Asset Management
New York
$26.6M -$484K -1,631 -2%
MGIA
517
Moneta Group Investment Advisors
Missouri
$26.6M +$1.32M +4,455 +5%
NMERB
518
New Mexico Educational Retirement Board
New Mexico
$26.6M -$1.9M -6,400 -7%
PWP
519
Private Wealth Partners
California
$26.5M +$1.14M +3,852 +5%
JIC
520
Johnson Investment Counsel
Ohio
$26.4M -$121K -407 -0.5%
DBG
521
De Burlo Group
Massachusetts
$26.4M -$16.6K -56 -0.1%
NPA
522
Nichols & Pratt Advisers
Massachusetts
$26.4M +$279K +940 +1%
WPIC
523
White Pine Investment Company
Michigan
$26.3M -$947K -3,189 -4%
SI
524
Stephens Inc
Arkansas
$26.3M +$1.85M +6,245 +8%
TYCC
525
Texas Yale Capital Corp
Florida
$26.1M -$35K -118 -0.1%

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.