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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
FA
801
Fiduciary Alliance
South Carolina
$11.9M +$11.5M +38,671 New
First Trust Advisors
802
First Trust Advisors
Illinois
$11.9M -$34.4M -115,943 -75%
RCM
803
RB Capital Management
Nevada
$11.9M +$98K +330 +0.9%
WCF
804
West Coast Financial
California
$11.9M +$128K +432 +1%
CIA
805
Capital Investment Advisors
Georgia
$11.9M +$405K +1,363 +4%
DSAM
806
Dock Street Asset Management
Florida
$11.9M -$389K -1,309 -3%
CA
807
Cumberland Advisors
Florida
$11.8M -$1.83M -6,157 -14%
HKIM
808
Hayek Kallen Investment Management
Alabama
$11.8M -$37.7K -127 -0.3%
IVP
809
Intrinsic Value Partners
Arizona
$11.8M -$983K -3,310 -8%
CA
810
Cornerstone Advisory
Maryland
$11.8M -$199K -669 -2%
KJHP
811
K.J. Harrison & Partners
Ontario, Canada
$11.8M
AIP
812
Ameritas Investment Partners
Nebraska
$11.7M -$203K -683 -2%
ACA
813
Anchor Capital Advisors
Massachusetts
$11.7M -$908K -3,056 -7%
BWFA
814
Baltimore-Washington Financial Advisors
Maryland
$11.7M +$72.5K +244 +0.6%
HCMT
815
Highland Capital Management (Tennessee)
Tennessee
$11.7M +$5.79M +19,510 +106%
CFG
816
Citizens Financial Group
Rhode Island
$11.7M -$298K -1,005 -3%
CAM
817
Columbia Asset Management
Michigan
$11.6M -$16.3K -55 -0.1%
PFM
818
Patton Fund Management
Texas
$11.6M -$279K -940 -2%
DT
819
Diversified Trust
Tennessee
$11.6M -$287K -966 -3%
FFG
820
Frisch Financial Group
New York
$11.6M +$4.46K +15 +0%
MC
821
Muhlenkamp & Co
Pennsylvania
$11.6M +$10.7K +36 +0.1%
TCOK
822
Trust Company of Kansas
Kansas
$11.6M -$519K -1,748 -4%
IPW
823
Inlet Private Wealth
Florida
$11.5M +$611K +2,058 +6%
WDL
824
Well Done LLC
Michigan
$11.5M -$697K -2,346 -6%
APS
825
American Planning Services
Florida
$11.4M +$11M +36,896 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.