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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
RL
576
Ruffer LLP
United Kingdom
$21.8M -$11.4M -38,339 -35%
VDBMI
577
Van Den Berg Management I
Texas
$21.6M -$8.84M -29,761 -30%
FCH
578
Freestone Capital Holdings
Washington
$21.5M +$246K +828 +1%
SFS
579
Solitude Financial Services
Virginia
$21.5M -$865K -2,911 -4%
KCM
580
Kanawha Capital Management
Virginia
$21.5M +$82.3K +277 +0.4%
AFG
581
Albion Financial Group
Utah
$21.5M +$113K +382 +0.6%
AC
582
Allstate Corporation
Illinois
$21.3M +$124K +419 +0.6%
AIM
583
Allstate Investment Management
Illinois
$21.3M +$20.5M +69,002 New
VPIM
584
Vanguard Personalized Indexing Management
California
$21.2M +$2.7M +9,086 +15%
MAM
585
Magellan Asset Management
Australia
$21.1M -$3M -10,102 -13%
NIMI
586
Natixis Investment Managers International
France
$21.1M
AL
587
Aspiriant LLC
California
$21.1M +$116K +390 +0.6%
SRC
588
Shufro Rose & Co
New York
$20.8M -$818K -2,755 -4%
SBWIC
589
Schaper Benz & Wise Investment Counsel
Wisconsin
$20.8M +$8.91K +30 +0%
FDCC
590
Foster Dykema Cabot & Co
Massachusetts
$20.8M -$3.57M -12,019 -15%
SNB
591
Security National Bank
Nebraska
$20.7M -$1.22M -4,099 -6%
BC
592
Burney Company
Virginia
$20.6M -$1.22M -4,109 -6%
BFO
593
Boston Family Office
Massachusetts
$20.4M -$44.5K -150 -0.2%
RGC
594
Roberts, Glore & Co
Illinois
$20.4M -$457K -1,540 -2%
DZ Bank
595
DZ Bank
Germany
$20.4M -$560K -1,885 -3%
BMCM
596
Bryn Mawr Capital Management
Pennsylvania
$20.3M +$17.8M +60,062 +1,054%
USAA
597
United Services Automobile Association
Texas
$20.3M -$1.52M -5,109 -7%
BCI
598
Brinker Capital Investments
Pennsylvania
$20.1M -$1.11M -3,730 -5%
MRCM
599
M&R Capital Management
New Jersey
$20.1M -$49.3K -166 -0.3%
KRSITF
600
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$20M

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.