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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
SC
901
Savant Capital
Illinois
$9.34M +$1.02M +3,422 +12%
FMWA
902
Forvis Mazars Wealth Advisors
Missouri
$9.28M -$435K -1,466 -5%
JCM
903
Janney Capital Management
Pennsylvania
$9.23M +$163K +548 +2%
LA
904
Lakeside Advisors
Washington
$9.22M +$29.7K +100 +0.3%
MC
905
Moors & Cabot
Massachusetts
$9.19M +$113K +380 +1%
GIM
906
Goelzer Investment Management
Indiana
$9.18M -$233K -785 -3%
WWA
907
WCG Wealth Advisors
Nevada
$9.17M +$1.01M +3,402 +13%
BC
908
Burleson & Co
California
$9.15M -$2.91M -9,805 -25%
HAC
909
Harbor Advisory Corp
New Hampshire
$9.12M +$62.4K +210 +0.7%
CPC
910
Congress Park Capital
New York
$9.06M +$31.8K +107 +0.4%
TFA
911
Trinity Financial Advisors
Ohio
$9.06M +$274K +922 +3%
TFA
912
Teamwork Financial Advisors
Texas
$9.05M +$301K +1,015 +4%
AIM
913
Anchor Investment Management
South Carolina
$8.92M +$139K +469 +2%
SFO
914
Stokes Family Office
Louisiana
$8.9M -$53.2K -179 -0.6%
FIB
915
First Interstate Bank
Montana
$8.89M -$417K -1,403 -5%
AGA
916
Altrinsic Global Advisors
Connecticut
$8.87M -$8.82M -29,697 -51%
GFP
917
Gryphon Financial Partners
Ohio
$8.86M -$1.3M -4,389 -13%
HCM
918
Hollencrest Capital Management
California
$8.85M -$271K -913 -3%
ST
919
Smithfield Trust
Pennsylvania
$8.83M -$261K -880 -3%
CAM
920
Cubic Asset Management
Massachusetts
$8.82M -$421K -1,417 -5%
BCM
921
Brooktree Capital Management
Michigan
$8.81M -$198K -668 -2%
FPCM
922
Financial Partners Capital Management
New York
$8.78M -$399K -1,342 -5%
QC
923
Quadrature Capital
United Kingdom
$8.78M -$5.15M -17,325 -38%
HTC
924
Haverford Trust Company
Pennsylvania
$8.77M +$177K +595 +2%
WKWM
925
Walter & Keenan Wealth Management
Indiana
$8.76M -$47.2K -159 -0.6%

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.