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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
BTWM
1201
Baker Tilly Wealth Management
Wisconsin
$5.38M +$1.42M +4,790 +38%
BAM
1202
Berkshire Asset Management
Pennsylvania
$5.38M -$67.4K -227 -1%
DWM
1203
Drive Wealth Management
Utah
$5.38M +$1.4M +4,727 +37%
DCM
1204
Donaldson Capital Management
Indiana
$5.37M -$153K -514 -3%
CGA
1205
Crescent Grove Advisors
Illinois
$5.35M -$228K -768 -4%
SNBOSD
1206
Security National Bank of So Dak
Iowa
$5.35M +$916K +3,085 +22%
PP
1207
PDS Planning
Ohio
$5.35M +$40.7K +137 +0.8%
BCM
1208
Beddow Capital Management
Wyoming
$5.35M +$260K +874 +5%
OFA
1209
Oak Family Advisors
Illinois
$5.33M +$731K +2,463 +17%
NB
1210
NBT Bank
New York
$5.31M +$101K +341 +2%
ACM
1211
AKRE Capital Management
Virginia
$5.29M
WG
1212
Watchman Group
Texas
$5.27M +$52.3K +176 +1%
WB
1213
WesBanco Bank
West Virginia
$5.27M +$874K +2,942 +21%
VAS
1214
Vestmark Advisory Solutions
Massachusetts
$5.27M +$1.49K +5 +0%
MMPW
1215
Mitchell McLeod Pugh & Williams
Alabama
$5.26M -$2.08K -7 -0%
DA
1216
Duality Advisers
Florida
$5.25M +$5.04M +16,982 New
3IP
1217
3Chopt Investment Partners
Virginia
$5.23M +$5.03M +16,945 New
HT
1218
HAP Trading
New York
$5.23M -$6.66M -22,429 -57%
AGP
1219
Autumn Glory Partners
Texas
$5.23M +$1.77M +5,948 +54%
GCM
1220
Glynn Capital Management
California
$5.22M
CWA
1221
Clarity Wealth Advisors
California
$5.2M +$99.2K +334 +2%
CWA
1222
CJM Wealth Advisers
Virginia
$5.2M -$67.4K -227 -1%
IFG
1223
Independent Financial Group
California
$5.18M -$29.1K -98 -0.6%
PAG
1224
Private Advisory Group
Washington
$5.18M -$52.9K -178 -1%
RA
1225
RFG Advisory
Alabama
$5.18M +$352K +1,184 +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.