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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
HWM
876
Heirloom Wealth Management
Colorado
$10.1M +$9.72M +32,724 New
FFWA
877
FRG Family Wealth Advisors
Washington
$10.1M -$168K -566 -2%
GAMC
878
Garner Asset Management Corp
Texas
$10.1M +$382K +1,286 +4%
HCM
879
Hutner Capital Management
Vermont
$10.1M +$150K +506 +2%
OCPWS
880
One Charles Private Wealth Services
Massachusetts
$10M +$469K +1,579 +5%
MIM
881
Meixler Investment Management
Arizona
$9.94M +$295K +993 +3%
PCM
882
Palisade Capital Management
New Jersey
$9.92M -$387K -1,302 -4%
EGA
883
Eagle Global Advisors
Texas
$9.91M -$11.9K -40 -0.1%
MA
884
MYDA Advisors
New York
$9.88M -$891K -3,000 -9%
AP
885
Arlington Partners
Alabama
$9.87M +$1.19K +4 +0%
TRCT
886
Tower Research Capital (TRC)
New York
$9.87M -$38.5M -129,657 -80%
CCA
887
Covey Capital Advisors
Georgia
$9.82M
IFLIT
888
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$9.82M
GVAG
889
Great Valley Advisor Group
Delaware
$9.78M -$600K -2,022 -6%
EFS
890
Essex Financial Services
Connecticut
$9.74M -$396K -1,335 -4%
BCFD
891
Boit C.F. David
$9.74M
STB
892
S&T Bank
Pennsylvania
$9.73M -$30.9K -104 -0.3%
RWM
893
Ritholtz Wealth Management
New York
$9.59M -$2.45M -8,250 -21%
GMA
894
Glassy Mountain Advisors
Maryland
$9.53M +$9.16M +30,842 New
PA
895
PFG Advisors
Arizona
$9.46M +$750K +2,525 +9%
SAM
896
Synergy Asset Management
Washington
$9.43M +$898K +3,025 +11%
VM
897
Venator Management
Pennsylvania
$9.38M -$417K -1,403 -4%
SB
898
Simmons Bank
Arkansas
$9.36M +$316K +1,065 +4%
SI
899
Sprott Inc
Ontario, Canada
$9.36M -$1.48M -5,000 -14%
CG
900
Caprock Group
Idaho
$9.35M +$298K +1,005 +3%

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.