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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
BCM
976
Brasada Capital Management
Texas
$7.91M +$1.08M +3,631 +17%
VWA
977
V Wealth Advisors
Kansas
$7.91M +$231K +778 +3%
CT
978
Caldwell Trust
Florida
$7.91M -$66.8K -225 -0.9%
SC
979
Sepio Capital
Utah
$7.9M -$565K -1,903 -7%
WAS
980
Winch Advisory Services
Wisconsin
$7.9M -$184K -620 -2%
TF
981
Trek Financial
Arizona
$7.9M +$804K +2,706 +12%
FAIM
982
Financial Advocates Investment Management
Washington
$7.89M -$2.59M -8,715 -25%
DEA
983
DoubleLine ETF Adviser
Florida
$7.87M +$7.56M +25,470 New
AAM
984
Auxier Asset Management
Oregon
$7.85M -$21.7K -73 -0.3%
HWM
985
HFR Wealth Management
New York
$7.84M +$11K +37 +0.1%
MOS
986
MGO One Seven
Ohio
$7.84M -$67.1K -226 -0.9%
GC
987
Gratus Capital
Georgia
$7.81M +$162K +544 +2%
CT
988
Cambridge Trust
Massachusetts
$7.79M +$336K +1,132 +5%
JIM
989
JCP Investment Management
Texas
$7.78M -$7.06M -23,779 -49%
SRC
990
Stone Run Capital
New York
$7.78M -$172K -580 -2%
DIM
991
Delta Investment Management
California
$7.75M -$595K -2,004 -7%
HCM
992
Highlander Capital Management
New Jersey
$7.75M +$119K +400 +2%
JRP
993
Jasper Ridge Partners
California
$7.72M
BCPWM
994
Bradley & Co Private Wealth Management
Florida
$7.69M +$121K +408 +2%
TBA
995
Tower Bridge Advisors
Pennsylvania
$7.69M -$101K -339 -1%
PPG
996
Peak Planning Group
Colorado
$7.68M +$5.01M +16,881 +212%
CW
997
CreativeOne Wealth
Kansas
$7.68M +$4.69M +15,785 +174%
AAIM
998
Asset Advisors Investment Management
Georgia
$7.64M
ZF
999
Zhang Financial
Michigan
$7.6M -$208K -700 -3%
NAS
1000
Nicolet Advisory Services
Wisconsin
$7.6M +$5.59M +18,808 +384%

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.