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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
AWM
651
Absher Wealth Management
North Carolina
$17.8M +$555K +1,870 +3%
GU
652
Georgetown University
District of Columbia
$17.7M
AWM
653
Axxcess Wealth Management
California
$17.6M -$2.6M -8,765 -13%
Eagle Capital Management (New York)
654
Eagle Capital Management (New York)
New York
$17.6M -$646K -2,175 -4%
MCP
655
Mirador Capital Partners
California
$17.6M -$145K -489 -0.9%
NMIMC
656
Northwestern Mutual Investment Management Company
Wisconsin
$17.4M -$3.14M -10,565 -16%
AWS
657
Arkfeld Wealth Strategies
Nebraska
$17.4M -$22.3K -75 -0.1%
KFA
658
Kelleher Financial Advisors
New York
$17.4M -$70.7K -238 -0.4%
ACA
659
Aptus Capital Advisors
Alabama
$17.2M -$304K -1,024 -2%
RSVP
660
Ramsay Stattman Vela & Price
Colorado
$17.2M +$745K +2,508 +5%
SF
661
Synovus Financial
Georgia
$17.1M +$527K +1,776 +3%
WCM
662
Wedge Capital Management
North Carolina
$17.1M -$125K -420 -0.8%
NCM
663
Novare Capital Management
North Carolina
$17M +$463K +1,560 +3%
Parallax Volatility Advisers
664
Parallax Volatility Advisers
California
$16.9M +$16.3M +54,870 New
UI
665
Unconventional Investor
New Hampshire
$16.9M +$427K +1,437 +3%
VW
666
Vantage Wealth
California
$16.9M -$143K -483 -0.9%
IMRF
667
Illinois Municipal Retirement Fund
Illinois
$16.8M -$3.5M -11,802 -18%
SAM
668
Satovsky Asset Management
New York
$16.8M +$224K +755 +1%
BFIM
669
Beese Fulmer Investment Management
Ohio
$16.8M +$88.5K +298 +0.6%
ECAM
670
East Coast Asset Management
Massachusetts
$16.8M -$114K -383 -0.7%
MWM
671
Madison Wealth Management
Ohio
$16.7M -$28.2K -95 -0.2%
IA
672
IFP Advisors
Florida
$16.7M +$91.8K +309 +0.4%
BIP
673
Brandes Investment Partners
California
$16.7M -$1.64M -5,530 -9%
PFPT
674
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.5M +$1.59M +5,348 +11%
NRS
675
Neville Rodie & Shaw
New York
$16.5M -$484K -1,630 -3%

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.