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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
Cetera Investment Advisers
526
Cetera Investment Advisers
Illinois
$25.9M -$12.4M -41,873 -33%
FNBOO
527
First National Bank of Omaha
Nebraska
$25.8M -$5.76M -19,394 -19%
NB
528
Norinchukin Bank
Japan
$25.8M -$5.83M -19,617 -19%
SC
529
Steginsky Capital
New York
$25.8M -$869K -2,927 -3%
WIC
530
Whitegate Investment Counselors
New Hampshire
$25.7M +$751K +2,530 +3%
MPWT
531
MassMutual Private Wealth & Trust
Connecticut
$25.5M +$217K +731 +0.9%
RC
532
Reik & Co
New York
$25.4M
MA
533
Menlo Advisors
California
$25.3M +$74.2K +250 +0.3%
PP
534
Prudential plc
United Kingdom
$25.2M +$7.45M +25,097 +44%
Jones Financial Companies
535
Jones Financial Companies
Missouri
$25.1M -$325K -1,093 -1%
Man Group
536
Man Group
United Kingdom
$24.9M +$4.88M +16,443 +26%
SG Americas Securities
537
SG Americas Securities
New York
$24.9M +$1.23M +4,153 +5%
PAS
538
Professional Advisory Services
Florida
$24.7M -$1.75M -5,895 -7%
Vontobel Holding
539
Vontobel Holding
Switzerland
$24.5M +$3.55M +11,952 +17%
Bank Julius Baer & Co
540
Bank Julius Baer & Co
Switzerland
$24.5M +$526K +1,772 +2%
NFG
541
Nations Financial Group
Iowa
$24.5M +$4.2M +14,139 +22%
BBVA
542
Banco Bilbao Vizcaya Argentaria
Spain
$24.4M -$37.9M -127,521 -62%
ZCA
543
Zeke Capital Advisors
Pennsylvania
$24.3M +$18.2M +61,392 +358%
YIA
544
YHB Investment Advisors
Connecticut
$24.3M -$391K -1,318 -2%
BCP
545
BSN Capital Partners
United Kingdom
$24.1M +$23.5M +79,000 New
SC
546
Sierra Capital
Florida
$24M -$127K -426 -0.5%
ACM
547
Advisors Capital Management
New Jersey
$24M -$205K -690 -0.9%
SAM
548
Shell Asset Management
Netherlands
$23.9M -$4.38M -14,762 -16%
CCA
549
Cobblestone Capital Advisors
New York
$23.8M -$308K -1,037 -1%
LNC
550
Lincoln National Corp
Pennsylvania
$23.7M +$543K +1,827 +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.