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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
GC
1276
Grimes & Company
Massachusetts
$4.78M -$47.8K -161 -1%
AF
1277
Apexium Financial
Texas
$4.77M +$74.5K +251 +2%
CSS
1278
Cubist Systematic Strategies
Connecticut
$4.76M -$15.6M -52,688 -77%
SCM
1279
Stonebridge Capital Management
California
$4.75M -$74.2K -250 -2%
SF
1280
Summit Financial
New Jersey
$4.75M +$123K +415 +3%
HNW
1281
High Note Wealth
Minnesota
$4.74M +$98.9K +333 +2%
1SB
1282
1ST Source Bank
Indiana
$4.74M -$174K -585 -4%
III
1283
Independent Investors Inc
New York
$4.74M -$119K -400 -3%
PTC
1284
Private Trust Company
Ohio
$4.72M +$88.2K +297 +2%
APP
1285
Avantax Planning Partners
Iowa
$4.72M +$87.6K +295 +2%
ACP
1286
Aviance Capital Partners
Florida
$4.71M -$8.91K -30 -0.2%
LC
1287
Lindbrook Capital
California
$4.71M +$701K +2,362 +18%
SNBOSCI
1288
Security National Bank of Sioux City Iowa
Iowa
$4.71M -$129K -434 -3%
MIH
1289
Meitav Investment House
Israel
$4.7M -$292K -982 -6%
BHPW
1290
Beverly Hills Private Wealth
California
$4.7M +$4.52M +15,204 New
KWA
1291
KCS Wealth Advisory
California
$4.7M +$41.3K +139 +0.9%
RCWM
1292
Royal Capital Wealth Management
Indiana
$4.69M +$750K +2,527 +20%
GBWM
1293
Granite Bay Wealth Management
New Hampshire
$4.68M -$87.6K -295 -2%
LSA
1294
Leonteq Securities AG
Switzerland
$4.68M -$1.45M -4,882 -24%
GEA
1295
Glen Eagle Advisors
New Jersey
$4.68M -$142K -477 -3%
MC
1296
Martin & Co
Tennessee
$4.68M +$122K +411 +3%
CA
1297
Continuum Advisory
Idaho
$4.65M -$31.8K -107 -0.7%
4WM
1298
4J Wealth Management
Virginia
$4.63M -$34.7K -117 -0.8%
BDWCC
1299
B&D White Capital Company
Texas
$4.63M +$356K +1,199 +9%
TCA
1300
Taconic Capital Advisors
New York
$4.63M +$891K +3,000 +25%

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.