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
RAM
1301
RK Asset Management
Michigan
$4.63M +$4.45M +14,988 New
CI
1302
Conning Inc
Connecticut
$4.63M -$51.4K -173 -1%
WT
1303
Washington Trust
Rhode Island
$4.61M -$80.2K -270 -2%
PWM
1304
PRW Wealth Management
Massachusetts
$4.6M -$15.1K -51 -0.3%
HCP
1305
Holt Capital Partners
Texas
$4.6M -$109K -368 -2%
PAM
1306
Pegasus Asset Management
New York
$4.59M +$5.94K +20 +0.1%
TSS
1307
Thomas Story & Son
Indiana
$4.57M -$279K -940 -6%
WP
1308
Westmount Partners
California
$4.57M +$4.39M +14,790 New
WGCA
1309
Wolf Group Capital Advisors
Virginia
$4.56M -$338K -1,138 -7%
ECM
1310
ExodusPoint Capital Management
New York
$4.56M +$2.15M +7,229 +96%
PWS
1311
Peterson Wealth Services
Utah
$4.55M +$39.8K +134 +0.9%
WPC
1312
Wedmont Private Capital
Pennsylvania
$4.53M +$684K +2,303 +19%
QCMNJ
1313
Quantum Capital Management (New Jersey)
New Jersey
$4.52M +$16.3K +55 +0.4%
SA
1314
Strategic Advisors
New York
$4.52M -$87.3K -294 -2%
CQS
1315
Credential Qtrade Securities
$4.52M -$113K -379 -3%
LAM
1316
L2 Asset Management
Massachusetts
$4.52M +$477K +1,605 +12%
CWM
1317
Calamos Wealth Management
Illinois
$4.51M +$1.46M +4,900 +50%
WA
1318
Waverly Advisors
Alabama
$4.51M +$11.6K +39 +0.3%
LIM
1319
Leavell Investment Management
Alabama
$4.5M +$153K +516 +4%
SWP
1320
Strategic Wealth Partners
Ohio
$4.48M -$159K -537 -4%
FIM
1321
Freedom Investment Management
Connecticut
$4.48M -$670K -2,255 -13%
PMFA
1322
Plante Moran Financial Advisors
Michigan
$4.48M +$193K +650 +5%
SAM
1323
Security Asset Management
New York
$4.48M +$19.3K +65 +0.5%
PL
1324
Plancorp LLC
Missouri
$4.47M +$41.3K +139 +1%
CNFG
1325
Creegan & Nassoura Financial Group
New Hampshire
$4.46M +$7.42K +25 +0.2%

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.