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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
LWANC
1226
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.17M -$27.9K -94 -0.6%
CFG
1227
Cooper Financial Group
California
$5.16M -$206K -695 -4%
BIA
1228
Beacon Investment Advisors
Maryland
$5.14M +$4.95M +16,655 New
PFM
1229
Parsec Financial Management
North Carolina
$5.13M -$90.3K -304 -2%
GC
1230
GFG Capital
Florida
$5.12M +$830K +2,796 +50%
AWAG
1231
ARS Wealth Advisors Group
Florida
$5.11M -$898K -3,024 -15%
HTI
1232
Hikari Tsushin Inc
Japan
$5.11M +$1.79M +6,013 +57%
FIA
1233
Foundations Investment Advisors
Arizona
$5.11M +$1.49M +5,027 +44%
PJSIMP
1234
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.06M -$24.1K -81 -0.5%
AFA
1235
AllGen Financial Advisors
Florida
$5.06M -$74.8K -252 -2%
LS
1236
Leelyn Smith
Illinois
$5.05M +$358K +1,207 +8%
EWA
1237
Evolution Wealth Advisors
Florida
$5.05M +$10.1K +34 +0.2%
TIM
1238
Tevis Investment Management
Texas
$5.05M +$147K +495 +3%
FGP
1239
Foyston, Gordon, & Payne
Ontario, Canada
$5.04M
SLI
1240
Sumitomo Life Insurance
Japan
$5.04M -$46.6K -157 -1%
TPA
1241
Trivium Point Advisory
Connecticut
$5.03M +$13.1K +44 +0.3%
HT
1242
Heritage Trust
Oklahoma
$5.03M -$21.1K -71 -0.4%
TLP
1243
Trinity Legacy Partners
Texas
$5.02M -$7.72K -26 -0.2%
KC
1244
Knuff & Co
California
$5.01M +$4.46K +15 +0.1%
HBCM
1245
Heron Bay Capital Management
Michigan
$5M +$55.8K +188 +1%
NW
1246
NewEdge Wealth
Pennsylvania
$5M +$285K +960 +6%
HWP
1247
Highline Wealth Partners
California
$4.99M -$223K -752 -4%
MCM
1248
McDonough Capital Management
Florida
$4.99M +$63.6K +214 +1%
FPB
1249
First PREMIER Bank
South Dakota
$4.98M +$129K +436 +3%
ACM
1250
AlphaStar Capital Management
North Carolina
$4.98M -$186K -625 -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.