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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
SEM
726
Suncoast Equity Management
Florida
$14.3M -$601K -2,024 -4%
SCA
727
Snowden Capital Advisors
New York
$14.3M +$567K +1,909 +4%
SPC
728
Sigma Planning Corp
Michigan
$14.2M +$247K +832 +2%
FFN
729
Focus Financial Network
Minnesota
$14.2M -$159K -537 -1%
AWM
730
Apollon Wealth Management
South Carolina
$14.2M +$453K +1,527 +3%
PMG
731
ProVise Management Group
Florida
$14.2M +$1.73M +5,817 +15%
DWM
732
Dakota Wealth Management
Florida
$14.1M +$13.6M +45,690 New
TVAMP
733
Tennessee Valley Asset Management Partners
Tennessee
$14.1M -$3.45M -11,609 -20%
WFG
734
Wills Financial Group
Virginia
$14.1M -$6.83K -23 -0.1%
GT
735
Glenview Trust
Kentucky
$14.1M +$1M +3,369 +8%
AIM
736
AMI Investment Management
Indiana
$14.1M -$1.61M -5,427 -11%
MPW
737
Monterey Private Wealth
California
$14M +$4.84M +16,312 +56%
WS
738
Wedbush Securities
California
$14M -$55.5K -187 -0.4%
GW
739
GW & Wade
Massachusetts
$13.9M +$1.22M +4,093 +10%
LKIM
740
Lawson Kroeker Investment Management
Nebraska
$13.9M -$539K -1,815 -4%
PAIM
741
Punch & Associates Investment Management
Minnesota
$13.9M -$264K -890 -2%
WKSWA
742
White Knight Strategic Wealth Advisors
New Jersey
$13.9M -$53.5K -180 -0.4%
TCCM
743
Timber Creek Capital Management
Massachusetts
$13.8M -$236K -794 -2%
KOCAA
744
Knights of Columbus Asset Advisors
Connecticut
$13.7M -$1.26M -4,254 -9%
Pacer Advisors
745
Pacer Advisors
Pennsylvania
$13.6M +$12M +40,403 +1,098%
ANBT
746
American National Bank & Trust
Texas
$13.6M +$1.05M +3,531 +9%
TWM
747
TLW Wealth Management
Florida
$13.5M -$71.9K -242 -0.5%
JWBC
748
J.W. Burns & Co
New York
$13.5M -$110K -372 -0.8%
ASN
749
Advisory Services Network
Georgia
$13.5M -$230K -775 -2%
CCM
750
Coldstream Capital Management
Washington
$13.4M +$12.9M +43,433 New

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.