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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
EIP
1151
Ellis Investment Partners
Pennsylvania
$5.87M
BIP
1152
Blueprint Investment Partners
North Carolina
$5.86M +$4.76M +16,040 +547%
LWM
1153
Laidlaw Wealth Management
New York
$5.85M -$2.97K -10 -0.1%
GWS
1154
Glassman Wealth Services
Virginia
$5.84M +$364K +1,224 +7%
PL
1155
Parkwood LLC
Ohio
$5.84M +$5.61M +18,894 New
HIC
1156
Hartline Investment Corp
Illinois
$5.84M +$4.36M +14,674 +348%
HIMC
1157
Heritage Investors Management Corp
Maryland
$5.83M -$220K -741 -4%
CP
1158
Clayton Partners
California
$5.83M +$134K +451 +2%
MWA
1159
Moser Wealth Advisors
Washington
$5.81M +$47.5K +160 +0.9%
AWE
1160
Avidian Wealth Enterprises
Texas
$5.8M +$554K +1,864 +11%
RIA
1161
Realta Investment Advisors
Delaware
$5.8M +$33.3K +112 +0.6%
FSA
1162
Franklin Street Advisors
North Carolina
$5.79M -$384K -1,293 -6%
WC
1163
Weil Company
California
$5.79M +$308K +1,038 +6%
AAMU
1164
AEGON Asset Management (UK)
United Kingdom
$5.78M +$1.19M +4,009 +27%
GA
1165
GFS Advisors
Texas
$5.77M +$222K +747 +4%
BIMC
1166
Benson Investment Management Company
Virginia
$5.75M -$50.5K -170 -0.9%
AAG
1167
Armstrong Advisory Group
Massachusetts
$5.75M +$5.53M +18,616 New
SWM
1168
Salvus Wealth Management
New Jersey
$5.74M -$16.3K -55 -0.3%
PK
1169
Pflug Koory
Nebraska
$5.73M -$54.9K -185 -1%
DWP
1170
Destiny Wealth Partners
Florida
$5.73M +$2.97K +10 +0.1%
TA
1171
Tiedemann Advisors
New York
$5.72M +$1.42M +4,795 +35%
MFA
1172
Mayflower Financial Advisors
Massachusetts
$5.71M +$328K +1,105 +6%
BIM
1173
Baldwin Investment Management
Pennsylvania
$5.71M +$468K +1,577 +9%
BFC
1174
Bedel Financial Consulting
Indiana
$5.71M -$3.86K -13 -0.1%
FA
1175
Fagan Associates
New York
$5.7M -$19.6K -66 -0.4%

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.