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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
FTC
1001
Farmers Trust Company
Ohio
$7.58M -$113K -380 -2%
KOC
1002
Koss-Olinger Consulting
Florida
$7.55M +$997K +3,356 +16%
CGL
1003
Clarius Group LLC
Washington
$7.55M +$451K +1,520 +7%
GWM
1004
Graybill Wealth Management
Illinois
$7.54M +$33.3K +112 +0.5%
IAIM
1005
International Assets Investment Management
Florida
$7.51M +$10.4M +34,867 +261%
FM
1006
Family Management
New York
$7.49M -$33.6K -113 -0.5%
FFA
1007
Farther Finance Advisors
California
$7.47M +$7.18M +24,171 New
FB
1008
Fulton Bank
Pennsylvania
$7.43M +$73.1K +246 +1%
LSWM
1009
Lorne Steinberg Wealth Management
Canada
$7.38M +$5.05K +17 +0.1%
ONB
1010
Old National Bancorp
Indiana
$7.36M -$1.19K -4 -0%
AFA
1011
Arlington Financial Advisors
California
$7.34M -$69.8K -235 -1%
MPM
1012
Meritage Portfolio Management
Kansas
$7.31M -$87.9K -296 -1%
RDWM
1013
Red Door Wealth Management
Tennessee
$7.31M +$156K +524 +2%
GWM
1014
Geneos Wealth Management
Colorado
$7.31M +$836K +2,815 +14%
WHRC
1015
W.H. Reaves & Co
New Jersey
$7.29M -$56.1K -189 -0.8%
OFG
1016
Oxford Financial Group
Indiana
$7.28M +$442K +1,489 +7%
TFS
1017
Thoroughbred Financial Services
Tennessee
$7.28M +$134K +452 +2%
HBWM
1018
Hollow Brook Wealth Management
New York
$7.26M +$356K +1,198 +5%
LSAG
1019
Lake Street Advisors Group
New Hampshire
$7.24M +$534K +1,797 +8%
CWM
1020
Chronos Wealth Management
Florida
$7.22M +$200K +674 +3%
FI
1021
Financial Insights
Washington
$7.15M -$163K -548 -2%
SA
1022
SAM Advisors
California
$7.14M -$95.3K -321 -1%
MIC
1023
Means Investment Company
Maine
$7.11M +$379K +1,275 +6%
AIMC
1024
Alley Investment Management Company
Illinois
$7.1M +$21.4K +72 +0.3%
CL
1025
Choreo LLC
Illinois
$7.1M +$279K +939 +4%

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.