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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
AAM
1426
Advisors Asset Management
Colorado
$3.89M +$170K +571 +5%
PFBT
1427
Parkside Financial Bank & Trust
Missouri
$3.88M +$207K +696 +6%
QI
1428
QV Investors
Alberta, Canada
$3.88M +$74.2K +250 +2%
NF
1429
Nvest Financial
New Hampshire
$3.87M +$102K +345 +3%
AFIA
1430
America First Investment Advisors
Nebraska
$3.87M -$20.8K -70 -0.6%
HW
1431
Hedeker Wealth
Illinois
$3.87M -$56.4K -190 -1%
SIAG
1432
Signet Investment Advisory Group
Rhode Island
$3.87M +$56.7K +191 +2%
RF
1433
Resolute Financial
Massachusetts
$3.86M +$99.8K +336 +3%
NHT
1434
New Hampshire Trust
New Hampshire
$3.86M +$3.71M +12,505 New
LC
1435
Legacy CG
Texas
$3.86M +$87.3K +294 +2%
GAM
1436
Griffin Asset Management
New York
$3.85M +$81.7K +275 +2%
XI
1437
XXEC Inc
Oklahoma
$3.85M
FHC
1438
First Heartland Consultants
Missouri
$3.84M +$43.7K +147 +1%
CFM
1439
Capricorn Fund Managers
United Kingdom
$3.82M
MCM
1440
Marathon Capital Management
Maryland
$3.82M +$29.7K +100 +0.8%
PG
1441
Patten Group
Tennessee
$3.82M +$101K +341 +3%
QI
1442
Qtron Investments
Massachusetts
$3.82M +$149K +502 +4%
IEFM
1443
IQ EQ Fund Management
Ireland
$3.81M
ECM
1444
EagleClaw Capital Management
Massachusetts
$3.81M -$22.3K -75 -0.6%
RMCM
1445
Reynders McVeigh Capital Management
Massachusetts
$3.81M -$96.5K -325 -3%
IMA
1446
Investment Management Associates
Colorado
$3.8M +$464K +1,563 +15%
PIA
1447
Pinion Investment Advisors
Kansas
$3.8M -$183K -616 -5%
HWA
1448
HCR Wealth Advisors
California
$3.79M -$14.8K -50 -0.4%
NWM
1449
NEIRG Wealth Management
Massachusetts
$3.79M -$32.1K -108 -0.9%
GKWIM
1450
Gerber Kawasaki Wealth & Investment Management
California
$3.78M +$50.2K +169 +1%

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.