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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
TMAM
1076
Tokio Marine Asset Management
Japan
$6.51M +$723K +2,436 +13%
CI
1077
CX Institutional
Indiana
$6.51M +$754K +2,540 +14%
DBT
1078
Dubuque Bank & Trust
Iowa
$6.5M -$503K -1,695 -7%
GLA
1079
Great Lakes Advisors
Illinois
$6.5M -$2.03M -6,833 -3%
SIA
1080
SeaBridge Investment Advisors
New Jersey
$6.49M -$393K -1,322 -6%
CAC
1081
Certified Advisory Corp
Florida
$6.46M +$548K +1,846 +10%
MIM
1082
Moseley Investment Management
Florida
$6.45M -$30.3K -102 -0.5%
AF
1083
Arrow Financial
New York
$6.43M -$1.19K -4 -0%
CCM
1084
Corsair Capital Management
New York
$6.43M +$867K +2,918 +16%
CTA
1085
Colonial Trust Advisors
South Carolina
$6.43M +$190K +639 +3%
HH
1086
Hilltop Holdings
Texas
$6.43M -$141K -475 -2%
RBA
1087
Richard Bernstein Advisors
New York
$6.42M -$3.01M -10,151 -33%
ANTB
1088
AMG National Trust Bank
Colorado
$6.41M -$1.42M -4,770 -19%
WAP
1089
Wealthcare Advisory Partners
Pennsylvania
$6.4M +$594K +1,999 +11%
CNBTD
1090
Citizens National Bank Trust Department
Mississippi
$6.38M -$27.3K -92 -0.4%
MF
1091
Montis Financial
Massachusetts
$6.38M -$85.2K -287 -1%
JIC
1092
Joel Isaacson & Co
New York
$6.37M +$311K +1,046 +5%
IIC
1093
Ironwood Investment Counsel
Arizona
$6.37M +$198K +667 +3%
GA
1094
Greytown Advisors
Florida
$6.37M -$101K -340 -2%
VAG
1095
VisionPoint Advisory Group
Texas
$6.36M +$4.63M +15,581 +331%
OKSA
1096
O'Keefe Stevens Advisory
New York
$6.36M +$237K +798 +4%
Marshall Wace
1097
Marshall Wace
United Kingdom
$6.36M -$21.4M -72,114 -78%
TAM
1098
Trust Asset Management
Texas
$6.35M
MP
1099
McDonald Partners
Ohio
$6.34M -$187K -631 -3%
AAM
1100
AR Asset Management
California
$6.34M

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.