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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
SSB
676
Sandy Spring Bank
Maryland
$16.4M +$233K +784 +1%
PHS
677
Pekin Hardy Strauss
Illinois
$16.4M -$1.07M -3,614 -6%
WSTAM
678
Wilbanks Smith & Thomas Asset Management
Virginia
$16.4M +$1.02M +3,436 +7%
HIA
679
Harbor Investment Advisory
Maryland
$16.3M +$353K +1,188 +2%
RI
680
Ridgewood Investments
New Jersey
$16.3M -$123K -414 -0.8%
CTI
681
Community Trust & Investment
Kentucky
$16.2M -$600K -2,021 -4%
SWM
682
Sculati Wealth Management
Michigan
$16.2M -$72.2K -243 -0.5%
WA
683
WP Advisors
California
$16.1M -$33.6K -113 -0.2%
MFG
684
Mendota Financial Group
Wisconsin
$16.1M +$15.5M +52,141 New
BFP
685
Beacon Financial Planning
Massachusetts
$16M +$15.3M +51,662 New
HC
686
Henshaw Capital
Massachusetts
$16M
HSA
687
HBK Sorce Advisory
Pennsylvania
$15.9M +$7.89M +26,558 +107%
WCM
688
Weik Capital Management
Pennsylvania
$15.8M -$49K -165 -0.3%
MWM
689
Meridian Wealth Management
Kentucky
$15.7M +$760K +2,560 +5%
AAS
690
Ameritas Advisory Services
Nebraska
$15.7M +$2.97M +10,002 +25%
PWLP
691
Prio Wealth Limited Partnership
Massachusetts
$15.7M -$68.3K -230 -0.5%
GIA
692
GHP Investment Advisors
Colorado
$15.6M +$258K +870 +2%
BL
693
Balentine LLC
Georgia
$15.6M +$2.28M +7,676 +18%
CSPIA
694
Cary Street Partners Investment Advisory
Virginia
$15.4M -$30K -101 -0.2%
CC
695
Chicago Capital
Illinois
$15.4M
CJFS
696
Coulter & Justus Financial Services
Tennessee
$15.2M -$51.1K -172 -0.3%
WorldQuant Millennium Advisors
697
WorldQuant Millennium Advisors
New York
$15.2M +$1.69M +5,674 +13%
GCMG
698
Gyroscope Capital Management Group
Florida
$15.2M +$14.1M +47,400 +2,854%
CIM
699
Corda Investment Management
Texas
$15.2M -$65.3K -220 -0.4%
EF
700
Empirical Finance
Pennsylvania
$15.1M +$1.03M +3,456 +8%

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.