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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
USCWA
601
U.S. Capital Wealth Advisors
Texas
$20M -$1.29M -4,331 -6%
CAMG
602
CWA Asset Management Group
Florida
$19.9M +$282K +950 +1%
SFS
603
Sowell Financial Services
Arkansas
$19.9M +$19.1M +64,392 New
GG
604
Greenwood Gearhart
Arkansas
$19.9M +$549K +1,850 +3%
PCM
605
Poehling Capital Management
Wisconsin
$19.8M +$83.5K +281 +0.4%
TIP
606
Torray Investment Partners
Maryland
$19.8M
BEAM
607
Baker Ellis Asset Management
Washington
$19.8M +$892K +3,005 +5%
PAG
608
Private Advisor Group
New Jersey
$19.8M +$565K +1,902 +0.6%
MFG
609
Merit Financial Group
Georgia
$19.7M +$10.5M +35,292 +125%
BCM
610
Becker Capital Management
Oregon
$19.6M -$721K -2,429 -4%
LDFR
611
Lehman & Derafelo Financial Resources
Pennsylvania
$19.6M +$794K +2,672 +4%
MCM
612
Mill Capital Management
North Carolina
$19.6M +$71K +239 +0.4%
RIL
613
Rothschild Investment LLC
Illinois
$19.5M -$1.31M -4,408 -7%
FWCM
614
Ferguson Wellman Capital Management
Oregon
$19.4M +$2.3M +7,751 +14%
SW
615
SVB Wealth
Massachusetts
$19.4M -$4.42M -14,891 -19%
SN
616
Sittner & Nelson
Oregon
$19.2M -$81.7K -275 -0.4%
S
617
SignatureFD
Georgia
$19.2M +$1.02M +3,437 +6%
PGIM
618
Pacific Global Investment Management
California
$19.1M +$34.5K +116 +0.2%
FCM
619
Fairholme Capital Management
Florida
$19.1M -$10.6M -35,570 -36%
ZIG
620
Zuckerman Investment Group
Illinois
$19.1M +$311K +1,046 +2%
CWM
621
Cabot Wealth Management
Massachusetts
$19M -$2.62M -8,829 -13%
BFG
622
Bleakley Financial Group
New Jersey
$19M +$18.2M +61,401 New
HC
623
Hendley & Co
Ohio
$19M +$12.5K +42 +0.1%
WCMN
624
Westchester Capital Management (Nebraska)
Nebraska
$19M -$285K -958 -2%
NL
625
NWAM LLC
Washington
$18.9M +$309K +1,040 +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.