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
YWP
1326
YorkBridge Wealth Partners
New York
$4.46M -$21.1K -71 -0.5%
CCT
1327
Capital City Trust
Florida
$4.46M -$96.8K -326 -2%
MECA
1328
Miller Equity Capital Advisors
Texas
$4.45M +$134K +450 +3%
BFA
1329
Bragg Financial Advisors
North Carolina
$4.45M +$382K +1,287 +10%
MCA
1330
MSH Capital Advisors
Arizona
$4.44M +$507K +1,707 +13%
BP
1331
BBR Partners
New York
$4.43M +$97.4K +328 +2%
IIA
1332
IPG Investment Advisors
California
$4.42M +$258K +869 +6%
PCP
1333
Proficio Capital Partners
Massachusetts
$4.42M +$60K +202 +1%
PA
1334
Procyon Advisors
Connecticut
$4.42M +$1.32M +4,447 +45%
BFC
1335
Blue Fin Capital
Rhode Island
$4.42M -$108K -362 -2%
CWC
1336
Carolinas Wealth Consulting
North Carolina
$4.38M -$125K -420 -3%
SC
1337
Stephens Consulting
Michigan
$4.38M +$165K +555 +4%
IAM
1338
Innovis Asset Management
Illinois
$4.38M +$4.21M +14,172 New
SIG
1339
Sargent Investment Group
Maryland
$4.37M +$735K +2,476 +21%
SFS
1340
Stiles Financial Services
Minnesota
$4.36M -$25.5K -86 -0.6%
WDA
1341
Wendell David Associates
New Hampshire
$4.36M
PCMN
1342
Paradigm Capital Management (Nevada)
Nevada
$4.36M -$5.94K -20 -0.1%
CCMG
1343
Clark Capital Management Group
Pennsylvania
$4.35M -$436K -1,469 -9%
Jacobs Levy Equity Management
1344
Jacobs Levy Equity Management
New Jersey
$4.35M +$2.28M +7,692 +121%
PI
1345
PGGM Investments
Netherlands
$4.33M -$7.95M -26,756 -66%
HCC
1346
Hirtle Callaghan & Co
Pennsylvania
$4.33M +$1.1M +3,701 +36%
BFW
1347
Brady Family Wealth
Missouri
$4.31M +$4.15M +13,965 New
FCB
1348
First Command Bank
Texas
$4.31M +$747K +2,515 +22%
FCFS
1349
First Command Financial Services
Texas
$4.31M +$747K +2,515 +22%
DAM
1350
Delta Asset Management
Tennessee
$4.31M +$19.9K +67 +0.5%

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.