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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
AIS
1401
American Investment Services
Massachusetts
$4.01M +$1.58M +5,315 +69%
MCM
1402
Mengis Capital Management
Oregon
$4M +$831K +2,799 +28%
CFS
1403
Capital Financial Services
New York
$4M -$197K -665 -5%
HCA
1404
Hyperion Capital Advisors
New York
$3.98M
HIM
1405
Harbour Investment Management
Washington
$3.98M -$14.8K -50 -0.4%
R
1406
Rebalance
California
$3.97M +$3.82M +12,854 New
WAM
1407
WNY Asset Management
New York
$3.97M +$66.8K +225 +2%
WP
1408
WealthSource Partners
California
$3.96M -$276K -928 -7%
EAM
1409
Erste Asset Management
Austria
$3.96M +$1.95M +6,555 +105%
BA
1410
Bellwether Advisors
Nebraska
$3.96M -$19.9K -67 -0.5%
Dodge & Cox
1411
Dodge & Cox
California
$3.96M
CP
1412
CenterBook Partners
Connecticut
$3.95M -$1.53M -5,150 -29%
CAAS
1413
Capital Asset Advisory Services
Michigan
$3.95M +$519K +1,749 +16%
EVM
1414
Evelyn V. Moreno
$3.94M +$1.14M +3,850 +43%
GFS
1415
GYL Financial Synergies
Connecticut
$3.93M +$263K +886 +7%
KF
1416
Krilogy Financial
Missouri
$3.93M +$191K +644 +5%
WEG
1417
World Equity Group
Illinois
$3.92M +$288K +970 +8%
SP
1418
Symmetry Partners
Connecticut
$3.92M -$49.3K -166 -1%
LJCM
1419
Lee Johnson Capital Management
Texas
$3.91M +$3.76M +12,654 New
CFO
1420
CVA Family Office
Colorado
$3.91M -$213K -718 -5%
CG
1421
Cutler Group
California
$3.9M +$1.74M +5,867 +87%
WP
1422
WealthSpring Partners
California
$3.9M +$27.3K +92 +0.7%
MCC
1423
Money Concepts Capital
Florida
$3.9M +$2.89M +9,715 +334%
CPIA
1424
Cornell Pochily Investment Advisors
New York
$3.89M +$282K +950 +8%
SVCP
1425
Silicon Valley Capital Partners
California
$3.89M +$1.94M +6,537 +108%

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.