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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
GIA
1026
Gladstone Institutional Advisory
Florida
$7.09M +$325K +1,095 +5%
LA
1027
LexAurum Advisors
Kansas
$7.03M +$18.7K +63 +0.3%
BFEC
1028
Benjamin F. Edwards & Company
Missouri
$7.02M +$184K +620 +3%
MPI
1029
Mairs & Power Inc
Minnesota
$6.98M -$275K -926 -4%
MBTD
1030
Mechanics Bank - Trust Department
California
$6.95M -$58.5K -197 -0.9%
RCA
1031
Resonant Capital Advisors
Wisconsin
$6.92M +$1.62M +5,453 +32%
GAM
1032
Grandview Asset Management
Pennsylvania
$6.91M -$393K -1,322 -6%
DWM
1033
Destination Wealth Management
California
$6.9M -$559K -1,883 -8%
CC
1034
Cipher Capital
New York
$6.89M -$564K -1,898 -8%
BIC
1035
Beach Investment Counsel
Pennsylvania
$6.88M -$648K -2,181 -9%
AUB
1036
Atlantic Union Bankshares
Virginia
$6.88M -$97.4K -328 -1%
IB
1037
Intrust Bank
Kansas
$6.86M +$342K +1,153 +5%
PWP
1038
Principle Wealth Partners
Connecticut
$6.86M +$33.6K +113 +0.5%
SRG
1039
SBB Research Group
Illinois
$6.85M -$658K -2,215 -9%
CCT
1040
Chemung Canal Trust
New York
$6.85M +$271K +914 +4%
TC
1041
Telemus Capital
Michigan
$6.84M +$168K +566 +3%
SIA
1042
Schechter Investment Advisors
Michigan
$6.83M +$456K +1,537 +7%
PA
1043
Profund Advisors
Maryland
$6.83M +$779K +2,623 +13%
GFL
1044
Granite FO LLC
New Hampshire
$6.83M +$6.37M +21,437 New
TC
1045
TAGStone Capital
North Carolina
$6.81M
MIP
1046
Marietta Investment Partners
Wisconsin
$6.81M -$14K -47 -0.2%
BSI
1047
Bennett Selby Investments
Maine
$6.81M +$93.3K +314 +1%
SVWAG
1048
Sound View Wealth Advisors Group
Georgia
$6.8M +$1.43M +4,804 +34%
EM
1049
Excalibur Management
Massachusetts
$6.79M +$12.8K +43 +0.2%
MAS
1050
Meeder Advisory Services
Ohio
$6.79M +$6.53M +21,973 New

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.