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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
BFS
551
Baskin Financial Services
Ontario, Canada
$23.7M +$225K +758 +1%
Twin Tree Management
552
Twin Tree Management
Texas
$23.7M +$2.76M +9,280 +14%
NNPTE
553
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$23.7M +$443K +1,492 +2%
KP
554
Kiltearn Partners
United Kingdom
$23.6M -$564K -1,900 -2%
AI
555
Atria Investments
North Carolina
$23.6M +$1.27M +4,291 +6%
LODC
556
Lanham O'Dell & Company
West Virginia
$23.5M +$21.5M +72,550 +2,056%
OMC
557
Overbrook Management Corp
New York
$23.5M -$15.4K -52 -0.1%
HLCM
558
Hi-Line Capital Management
South Dakota
$23.4M +$292K +984 +1%
BFS
559
Bard Financial Services
Connecticut
$23.3M -$728K -2,450 -3%
SWA
560
Strata Wealth Advisors
Texas
$23.3M +$22.4M +75,364 New
AssetMark Inc
561
AssetMark Inc
California
$23.3M -$651K -2,191 -3%
TSW
562
Thompson Siegel & Walmsley
Virginia
$23.2M -$1.28M -4,306 -5%
UCB
563
United Community Bank
South Carolina
$23.1M -$149K -502 -0.7%
LOPW
564
Live Oak Private Wealth
North Carolina
$23M -$68.3K -230 -0.3%
MWM
565
Modera Wealth Management
New Jersey
$23M +$186K +627 +0.9%
BRWA
566
B. Riley Wealth Advisors
Florida
$22.8M +$2.71M +9,133 +14%
H
567
HoyleCohen
California
$22.8M +$165K +557 +0.8%
API
568
Advisor Partners II
California
$22.8M +$3.98M +13,385 +22%
AIMCA
569
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.6M -$28.2M -94,900 -57%
AF
570
Allworth Financial
California
$22.3M +$272K +915 +1%
AMI
571
Amica Mutual Insurance
Rhode Island
$22.3M +$2.66M +8,952 +14%
RC
572
RBO & Co
California
$22.2M +$17.5K +59 +0.1%
WBG
573
Wharton Business Group
Pennsylvania
$21.9M +$17.2K +58 +0.1%
PC
574
Pecaut & Co
Iowa
$21.8M -$623K -2,098 -3%
CCB
575
Country Club Bank
Missouri
$21.8M -$284K -957 -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.