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
SAS
1176
Stelac Advisory Services
New York
$5.69M +$33.6K +113 +0.6%
BBA
1177
BLB&B Advisors
Pennsylvania
$5.68M -$186K -627 -3%
ZIM
1178
Zacks Investment Management
Illinois
$5.66M +$816K +2,749 +18%
BONH
1179
Bank of New Hampshire
New Hampshire
$5.63M -$305K -1,026 -5%
FWSM
1180
First Wilshire Securities Management
California
$5.6M -$5.94K -20 -0.1%
LSPW
1181
Lake Street Private Wealth
Illinois
$5.58M +$108K +365 +2%
IAS
1182
Insigneo Advisory Services
Florida
$5.56M +$5.35M +18,009 New
AC
1183
Abbrea Capital
California
$5.56M +$162K +544 +3%
FPCP
1184
Fort Point Capital Partners
California
$5.56M -$9.8K -33 -0.2%
CCM
1185
Carmel Capital Management
California
$5.56M +$79.6K +268 +2%
CAM
1186
Cypress Asset Management
Texas
$5.55M -$184K -620 -3%
DLA
1187
Douglas Lane & Associates
New York
$5.55M -$297K -1,000 -5%
ACIM
1188
Azimuth Capital Investment Management
Michigan
$5.54M +$14.3K +48 +0.3%
FG
1189
Foster Group
Iowa
$5.54M -$86.1K -290 -2%
AF
1190
Aldebaran Financial
$5.54M -$71.3K -240 -1%
TIM
1191
Tortoise Investment Management
New York
$5.51M -$23.2K -78 -0.4%
NP
1192
NorthRock Partners
Minnesota
$5.5M -$28.2K -95 -0.5%
PBC
1193
Pavion Blue Capital
California
$5.47M -$45.1K -152 -0.9%
SACTSONJ
1194
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.47M
BWP
1195
Baldwin Wealth Partners
Massachusetts
$5.44M +$2.88M +9,711 +123%
AP
1196
Appleton Partners
Massachusetts
$5.42M -$15.7K -53 -0.3%
CBTWT
1197
Community Bank & Trust (Waco, Texas)
Texas
$5.41M -$24.9K -84 -0.5%
WC
1198
Woodstock Corp
Massachusetts
$5.41M -$244K -820 -4%
TWA
1199
TCI Wealth Advisors
Arizona
$5.4M +$92.4K +311 +2%
SWA
1200
Stratos Wealth Advisors
Ohio
$5.39M +$373K +1,257 +8%

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.