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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
FMAEN1
1126
Fund Management at Engine No 1
California
$6.13M +$737K +2,480 +14%
LWAC
1127
Laurel Wealth Advisors (California)
California
$6.13M +$96.8K +326 +2%
BPC
1128
Banque Pictet & Cie
Switzerland
$6.12M +$1.42M +4,791 +32%
BTI
1129
Blue Trust Inc
Georgia
$6.12M +$328K +1,104 +5%
BNP Paribas Asset Management
1130
BNP Paribas Asset Management
France
$6.12M +$1.76M +5,916 +43%
RDIA
1131
RE Dickinson Investment Advisors
Iowa
$6.11M +$149K +502 +3%
MNBTD
1132
Moody National Bank Trust Division
Texas
$6.11M +$26.1K +88 +0.4%
CA
1133
Cambridge Advisors
Nebraska
$6.07M -$37.7K -127 -0.6%
ISB
1134
Iowa State Bank
Iowa
$6.06M -$29.7K -100 -0.5%
WPP
1135
Whalerock Point Partners
Rhode Island
$6.06M +$34.2K +115 +0.6%
RCG
1136
Regatta Capital Group
California
$6.05M -$252K -848 -4%
PWG
1137
Private Wealth Group
Florida
$6.04M -$1.49K -5 -0%
FFA
1138
Fairfield Financial Advisors
Massachusetts
$6.03M +$62.7K +211 +1%
CIC
1139
Crawford Investment Counsel
Georgia
$6.01M +$178K +598 +3%
LA
1140
LVW Advisors
New York
$6.01M -$90.9K -306 -2%
CHA
1141
Carmichael Hill & Associates
Maryland
$5.98M -$3.27K -11 -0.1%
HDIM
1142
Hanson & Doremus Investment Management
Vermont
$5.98M +$1.34M +4,497 +30%
OCAM
1143
Onex Canada Asset Management
Ontario, Canada
$5.95M -$286K -962 -5%
FHA
1144
First Horizon Advisors
Tennessee
$5.95M -$25.2K -85 -0.4%
CC
1145
Codex Capital
New York
$5.93M
QCG
1146
Quadrant Capital Group
Ohio
$5.93M +$722K +2,432 +15%
MCM
1147
Mitchell Capital Management
Kansas
$5.91M -$6.53K -22 -0.1%
Nomura Holdings
1148
Nomura Holdings
Japan
$5.91M +$4.04M +13,605 +246%
BFS
1149
Bickling Financial Services
Massachusetts
$5.88M -$36.2K -122 -0.6%
GEM
1150
Global Endowment Management
North Carolina
$5.87M

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.