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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
EW
1351
Evoke Wealth
California
$4.3M +$274K +923 +7%
B
1352
Bellecapital
Switzerland
$4.29M -$425K -1,430 -9%
LMKC
1353
L.M. Kohn & Company
Ohio
$4.29M +$59.7K +201 +1%
FLPIM
1354
F.L. Putnam Investment Management
Massachusetts
$4.28M -$128K -431 -3%
HCA
1355
Horan Capital Advisors
Ohio
$4.27M +$20.8K +70 +0.5%
CFFP
1356
Center for Financial Planning
Michigan
$4.25M -$106K -356 -3%
NSIM
1357
North Star Investment Management
Illinois
$4.23M +$466K +1,568 +13%
AA
1358
Apriem Advisors
California
$4.23M +$37.7K +127 +0.9%
TCM
1359
Traynor Capital Management
Pennsylvania
$4.22M +$296K +996 +8%
GIP
1360
Granite Investment Partners
California
$4.2M -$59.4K -200 -1%
SIG
1361
Sky Investment Group
Connecticut
$4.2M +$18.7K +63 +0.5%
HWA
1362
Hillcrest Wealth Advisors
New Jersey
$4.19M +$14.3K +48 +0.4%
CAM
1363
Cozad Asset Management
Illinois
$4.19M +$109K +368 +3%
DI
1364
DAGCO Inc
Ohio
$4.18M -$16.3K -55 -0.4%
TPW
1365
Tiller Private Wealth
Pennsylvania
$4.17M -$508K -1,711 -11%
PAM
1366
Paradigm Asset Management
New York
$4.17M +$1.04M +3,500 +35%
CF
1367
Centaurus Financial
California
$4.17M -$35.6K -120 -0.9%
RA
1368
Royce & Associates
New York
$4.17M
VCA
1369
Verdence Capital Advisors
Maryland
$4.16M +$178K +601 +5%
OFS
1370
Oldfather Financial Services
Nebraska
$4.16M -$96.8K -326 -2%
AFG
1371
Allegheny Financial Group
Pennsylvania
$4.15M -$22.6K -76 -0.6%
CA
1372
Carson Advisory
Georgia
$4.15M +$72.5K +244 +2%
SIM
1373
Sentry Investment Management
Wisconsin
$4.14M +$195K +656 +5%
CPA
1374
Cowen Prime Advisors
New York
$4.13M
CRC
1375
Curi RMB Capital
Illinois
$4.13M +$64.7K +218 +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.