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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
DIA
1376
Dana Investment Advisors
Wisconsin
$4.13M +$103K +348 +3%
NI
1377
Noked Israel
Israel
$4.13M +$1.66M +5,577 +72%
CAL
1378
Capital Analysts LLC
Pennsylvania
$4.12M +$2.93M +9,875 +285%
LCS
1379
Levin Capital Strategies
New York
$4.12M -$22.6K -76 -0.6%
IWA
1380
Icon Wealth Advisors
Texas
$4.12M +$33.3K +112 +0.8%
GTAM
1381
Global Trust Asset Management
Florida
$4.11M -$49.9K -168 -1%
CWM
1382
Congress Wealth Management
Massachusetts
$4.11M +$60.6K +204 +2%
FHA
1383
Flagship Harbor Advisors
Massachusetts
$4.1M -$60K -202 -1%
FNC
1384
First National Corp
Massachusetts
$4.09M +$27.9K +94 +0.7%
SSA
1385
Schonfeld Strategic Advisors
New York
$4.09M -$221K -743 -5%
CH
1386
Canton Hathaway
Rhode Island
$4.09M -$325K -1,093 -8%
DWT
1387
Dorsey & Whitney Trust
South Dakota
$4.08M -$87.9K -296 -2%
AF
1388
Advisornet Financial
Minnesota
$4.08M -$623K -2,097 -14%
JC
1389
Jacobs & Co
California
$4.07M +$42.2K +142 +1%
BFO
1390
Biltmore Family Office
North Carolina
$4.07M -$419K -1,411 -10%
AC
1391
Avestar Capital
New York
$4.07M +$343K +1,155 +10%
FBA
1392
Front Barnett Associates
Illinois
$4.05M
HW
1393
Hancock Whitney
Mississippi
$4.05M +$142K +477 +4%
SBIA
1394
Sheaff Brock Investment Advisors
Indiana
$4.05M +$14.6K +49 +0.4%
JIP
1395
Jaffetilchin Investment Partners
Florida
$4.04M -$33.9K -114 -0.9%
NFG
1396
Nadler Financial Group
Illinois
$4.03M +$291K +980 +8%
UWM
1397
Udine Wealth Management
Florida
$4.03M +$24.6K +83 +0.6%
SCM
1398
Shelton Capital Management
Colorado
$4.02M -$7.51M -25,277 -66%
AI
1399
Ariel Investments
Illinois
$4.02M -$4.04M -13,589 -51%
WOSD
1400
WFA of San Diego
California
$4.01M -$20.2K -68 -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.