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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
BWM
751
Buckley Wealth Management
Nevada
$13.4M +$19.3K +65 +0.2%
RCA
752
Riverview Capital Advisers
Massachusetts
$13.3M +$39.2K +132 +0.3%
MIM
753
Meridiem Investment Management
United Kingdom
$13.3M +$99.5K +335 +0.8%
BHWM
754
Bar Harbor Wealth Management
New Hampshire
$13.2M -$351K -1,182 -3%
NS
755
Newman & Schimel
Illinois
$13.2M +$32.7K +110 +0.3%
BCM
756
Brookstone Capital Management
Illinois
$13.2M +$1.77M +5,948 +17%
RJT
757
Raymond James Trust
Florida
$13.1M +$210K +707 +2%
WPW
758
Waldron Private Wealth
Pennsylvania
$13.1M
Massachusetts Financial Services
759
Massachusetts Financial Services
Massachusetts
$13M +$39.5K +133 +0.3%
HKAM
760
Horizon Kinetics Asset Management
New York
$13M -$194K -652 -2%
EWM
761
Edge Wealth Management
New York
$13M -$1.52M -5,107 -11%
UAM
762
Unison Asset Management
Florida
$12.9M +$150K +506 +1%
IPGDR
763
Investidor Profissional Gestao de Recursos
Brazil
$12.9M -$24.5M -82,561 -66%
FNBT
764
FineMark National Bank & Trust
Florida
$12.8M +$10.1K +34 +0.1%
PA
765
Parallel Advisors
California
$12.8M +$458K +1,542 +4%
WC
766
Whitney & Co
New York
$12.8M +$110K +370 +0.9%
ATC
767
Argent Trust Co
Tennessee
$12.8M -$574K -1,932 -4%
BS
768
Boenning & Scattergood
Pennsylvania
$12.7M -$362K -1,220 -3%
CHAM
769
Clear Harbor Asset Management
Connecticut
$12.7M -$95.9K -323 -0.8%
AIM
770
Avity Investment Management
Connecticut
$12.7M +$10.3M +34,819 +558%
PWMAG
771
Pinnacle Wealth Management Advisory Group
New Jersey
$12.7M -$343K -1,154 -3%
BCA
772
Bernzott Capital Advisors
California
$12.7M +$3.31M +11,154 +37%
ECM
773
Exchange Capital Management
Michigan
$12.6M -$203K -682 -2%
LFAS
774
Level Four Advisory Services
Texas
$12.6M +$2.38M +8,019 +25%
GCGDR
775
Geo Capital Gestora de Recursos
Brazil
$12.6M -$1.45M -4,887 -11%

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.