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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
BA
1251
Birinyi Associates
Connecticut
$4.97M -$349K -1,175 -7%
SIMM
1252
Stillwater Investment Management (Minnesota)
Minnesota
$4.96M +$97.1K +327 +2%
PCM
1253
Pointe Capital Management
Michigan
$4.96M -$107K -360 -2%
TPWA
1254
TRUE Private Wealth Advisors
Oregon
$4.95M +$184K +620 +4%
ACM
1255
Alpha Capital Management
Texas
$4.95M +$20.2K +68 +0.4%
BFA
1256
Benedict Financial Advisors
Georgia
$4.94M -$65.9K -222 -1%
CWM
1257
Circle Wealth Management
New Jersey
$4.92M +$46.3K +156 +1%
CSI
1258
Cross Staff Investments
New York
$4.91M -$2.08K -7 -0%
OPA
1259
Old Port Advisors
Maine
$4.91M +$17.2K +58 +0.4%
ATPW
1260
Ashton Thomas Private Wealth
Arizona
$4.89M +$777K +2,617 +20%
BOH
1261
Bank of Hawaii
Hawaii
$4.88M -$44.8K -151 -0.9%
Capstone Investment Advisors
1262
Capstone Investment Advisors
New York
$4.88M -$23.4M -78,744 -83%
PP
1263
Pacifica Partners
Canada
$4.87M +$79.3K +267 +2%
AG
1264
Ascent Group
Virginia
$4.87M +$246K +827 +6%
PB
1265
Pinnacle Bancorp
Nebraska
$4.86M -$33.6K -113 -0.7%
WA
1266
Waddell & Associates
Tennessee
$4.85M -$360K -1,213 -7%
TWM
1267
Tradition Wealth Management
Minnesota
$4.85M +$140K +471 +3%
SS
1268
Simplicity Solutions
Minnesota
$4.85M +$396K +1,332 +9%
Verition Fund Management
1269
Verition Fund Management
Connecticut
$4.84M -$310K -1,044 -6%
CCM
1270
Canal Capital Management
Virginia
$4.84M +$11.3K +38 +0.2%
MWM
1271
Moran Wealth Management
Florida
$4.84M +$4.65M +15,655 New
LC
1272
Lavaca Capital
Texas
$4.83M +$4.37M +14,719 +1,573%
TI
1273
Truepoint Inc
Ohio
$4.82M +$217K +730 +10%
CFGS
1274
Concourse Financial Group Securities
Alabama
$4.82M +$150K +506 +3%
SFI
1275
Siemens Fonds Invest
Germany
$4.82M +$52.3K +176 +1%

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.