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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
KTM
826
Keeler Thomas Management
Utah
$11.4M -$200K -675 -2%
TCM
827
Twin Capital Management
Pennsylvania
$11.4M -$284K -955 -3%
BPCE
828
Bank Pictet & Cie (Europe)
Germany
$11.4M +$2.32M +7,810 +27%
PCA
829
Pallas Capital Advisors
Massachusetts
$11.3M -$10.4K -35 -0.1%
SIM
830
Studio Investment Management
Illinois
$11.3M -$92.1K -310 -0.8%
LF
831
Longbow Finance
Switzerland
$11.3M +$10.9M +36,657 New
SFS
832
Summit Financial Strategies
Ohio
$11.3M -$37.4K -126 -0.3%
PAM
833
Private Asset Management
California
$11.3M +$276K +931 +3%
CFA
834
Cahill Financial Advisors
Minnesota
$11.3M +$396K +1,333 +4%
NC
835
NovaPoint Capital
Georgia
$11.3M +$669K +2,252 +7%
CLOS
836
Compagnie Lombard Odier SCmA
Switzerland
$11.2M +$294K +989 +3%
FFA
837
Fragasso Financial Advisors
Pennsylvania
$11.2M +$640K +2,154 +6%
FHB
838
First Hawaiian Bank
Hawaii
$11.2M -$107K -360 -1%
CPA
839
Court Place Advisors
Maryland
$11.1M +$146K +490 +1%
AL
840
Arnhold LLC
New York
$11M
ATIA
841
American Trust Investment Advisors
New Hampshire
$11M +$60.9K +205 +0.6%
HVP
842
Hudson Value Partners
Florida
$11M +$114K +384 +1%
PWW
843
Pettyjohn Wood & White
Virginia
$11M +$44.8K +151 +0.4%
PWM
844
Perigon Wealth Management
California
$11M +$1.29M +4,354 +14%
XF
845
XML Financial
Maryland
$11M +$1.04M +3,501 +11%
SAM
846
Summit Asset Management
Tennessee
$10.9M -$22.9K -77 -0.2%
FMTC
847
Farmers & Merchants Trust Company
California
$10.9M +$173K +584 +2%
OPCM
848
Osborne Partners Capital Management
California
$10.9M +$186K +627 +2%
NAMP
849
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.8M +$2.97K +10 +0%
F1I
850
Fund 1 Investments
Puerto Rico
$10.8M +$10.4M +35,000 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.