We are live on ! Find out more
BRK.B icon

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
AC
951
Annandale Capital
Texas
$8.28M +$429K +1,445 +6%
DDC
952
DF Dent & Co
Maryland
$8.27M -$626K -2,108 -7%
MC
953
Middleton & Co
Massachusetts
$8.27M -$181K -611 -2%
KIA
954
KCM Investment Advisors
California
$8.27M +$29.1K +98 +0.4%
AWA
955
Aaron Wealth Advisors
Illinois
$8.25M +$3.07M +10,330 +63%
PWAG
956
Polaris Wealth Advisory Group
California
$8.21M +$6.73M +22,668 +764%
VHAM
957
Van Hulzen Asset Management
California
$8.21M -$45.7K -154 -0.6%
B
958
Bailard
California
$8.21M +$100K +338 +1%
BS
959
Banco Santander
Spain
$8.2M -$675K -2,273 -8%
GFA
960
Gifford Fong Associates
California
$8.19M
WIC
961
Woodmont Investment Counsel
Tennessee
$8.15M -$6.24K -21 -0.1%
MSAM
962
Moloney Securities Asset Management
Missouri
$8.1M -$347K -1,168 -4%
LA
963
LFL Advisers
Illinois
$8.07M
SWA
964
SOA Wealth Advisors
New York
$8.04M +$11.3K +38 +0.1%
TPCW
965
TD Private Client Wealth
New York
$8.03M -$884K -2,975 -10%
RWP
966
RWA Wealth Partners
Massachusetts
$8M -$41K -138 -0.5%
SFS
967
Searcy Financial Services
Kansas
$8M -$23.5K -79 -0.3%
TGAM
968
TBH Global Asset Management
Tennessee
$7.98M -$416K -1,400 -5%
MA
969
Montag & Associates
Georgia
$7.98M -$86.4K -291 -1%
RMAM
970
Raab & Moskowitz Asset Management
New Jersey
$7.97M +$177K +595 +2%
FPGT
971
Financial Partners Group (Tennessee)
Tennessee
$7.97M +$7.66M +25,805 New
ONSWM
972
Old North State Wealth Management
North Carolina
$7.97M +$1.2M +4,027 +19%
BCM
973
Buckhead Capital Management
Georgia
$7.94M -$250K -842 -3%
CGA
974
Compound Global Advisors
Washington
$7.92M +$7.62M +25,642 New
MG
975
Mather Group
Illinois
$7.91M -$131K -441 -2%

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.