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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
CAG
1451
Csenge Advisory Group
Florida
$3.78M +$50.2K +169 +1%
JFGIW
1452
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.78M +$46K +155 +1%
BCM
1453
Blume Capital Management
California
$3.78M -$17.8K -60 -0.5%
GAG
1454
Goodman Advisory Group
Massachusetts
$3.77M +$895K +3,015 +33%
CHC
1455
City Holding Co
West Virginia
$3.77M -$23.5K -79 -0.6%
CPA
1456
Cardiff Park Advisors
California
$3.76M +$521K +1,756 +17%
ACS
1457
Archford Capital Strategies
Illinois
$3.76M +$112K +378 +3%
WP
1458
WMS Partners
Maryland
$3.75M -$58.2K -196 -2%
CPA
1459
Capital Performance Advisors
California
$3.75M -$25.2K -85 -0.7%
RSWM
1460
Robertson Stephens Wealth Management
California
$3.75M +$15.7K +53 +0.4%
EA
1461
Ellsworth Advisors
Ohio
$3.74M -$13.4K -45 -0.4%
HA
1462
Heartland Advisors
Wisconsin
$3.72M +$40.7K +137 +1%
SSI
1463
Scott & Selber Inc
Texas
$3.71M -$10.1K -34 -0.3%
PTP
1464
Platform Technology Partners
New York
$3.7M -$36.5K -123 -1%
PSF
1465
Pacific Sun Financial
California
$3.7M -$94.7K -319 -3%
BWM
1466
BigSur Wealth Management
Florida
$3.69M -$148K -500 -4%
MCCA
1467
Mill Creek Capital Advisors
Pennsylvania
$3.69M +$3.54M +11,934 New
EP
1468
EPIQ Partners
Minnesota
$3.68M -$266K -895 -7%
SQA
1469
Simon Quick Advisors
New Jersey
$3.67M +$1.89M +6,367 +115%
RIA
1470
Regal Investment Advisors
Michigan
$3.66M +$1.49K +5 +0%
AIA
1471
AIMZ Investment Advisors
California
$3.64M -$4.75K -16 -0.1%
GWCM
1472
Godshalk Welsh Capital Management
Pennsylvania
$3.64M -$65.3K -220 -2%
TFM
1473
TFC Financial Management
Massachusetts
$3.64M +$72.2K +243 +2%
PCM
1474
Penserra Capital Management
California
$3.64M +$3.5M +11,782 New
LA
1475
Lynch & Associates
Indiana
$3.63M +$59.7K +201 +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.