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
ECG
1051
Edge Capital Group
Georgia
$6.75M +$958K +3,226 +17%
GRP
1052
Global Retirement Partners
California
$6.75M +$566K +1,906 +10%
FPAS
1053
Focus Partners Advisor Solutions
Missouri
$6.74M -$1.46M -4,910 -18%
RA
1054
Riverstone Advisors
Texas
$6.74M -$383K -1,290 -6%
PGAM
1055
Princeton Global Asset Management
New Jersey
$6.74M +$11.9K +40 +0.2%
MMA
1056
Miracle Mile Advisors
California
$6.74M +$1.31M +4,400 +25%
P
1057
Pitcairn
Pennsylvania
$6.73M +$143K +482 +2%
BC
1058
Blackhill Capital
New Jersey
$6.72M -$1.49K -5 -0%
LAM
1059
Lakewood Asset Management
Illinois
$6.68M +$6.43M +21,637 New
WA
1060
Wealth Architects
California
$6.65M -$1.49K -5 -0%
IAN
1061
Integrated Advisors Network
Texas
$6.64M -$341K -1,147 -5%
TCA
1062
Transcend Capital Advisors
New Jersey
$6.64M -$114K -383 -2%
RWA
1063
Ropes Wealth Advisors
Massachusetts
$6.64M +$876K +2,951 +16%
BA
1064
Bristlecone Advisors
Washington
$6.63M -$6.53K -22 -0.1%
DA
1065
DCM Advisors
New York
$6.62M +$1.8M +6,066 +39%
FMC
1066
First Merchants Corp
Indiana
$6.62M +$508K +1,710 +9%
CI
1067
Cigna Investments
Connecticut
$6.61M +$19.9K +67 +0.3%
SIM
1068
Seaview Investment Managers
Florida
$6.59M -$325K -1,096 -5%
HCM
1069
Harvey Capital Management
Florida
$6.57M
TIA
1070
Traphagen Investment Advisors
New Jersey
$6.56M
PFS
1071
Prospera Financial Services
Texas
$6.56M -$219K -736 -3%
BCA
1072
Bay Colony Advisors
Massachusetts
$6.55M +$106K +356 +2%
IA
1073
IFG Advisory
Georgia
$6.55M -$415K -1,399 -6%
TFS
1074
TrustCore Financial Services
Tennessee
$6.53M -$18.1K -61 -0.3%
MYIA
1075
Mount Yale Investment Advisors
Colorado
$6.53M +$114K +383 +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.