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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
Fiera Capital (Canada)
1476
Fiera Capital (Canada)
Quebec, Canada
$3.62M -$74.2K -250 -2%
GSWM
1477
Greenup Street Wealth Management
Michigan
$3.6M -$116K -390 -3%
DI
1478
Diligent Investors
California
$3.6M +$202K +681 +6%
WCM
1479
Whitener Capital Management
North Carolina
$3.6M +$19.3K +65 +0.6%
KC
1480
Kingfisher Capital
North Carolina
$3.6M -$48.1K -162 -1%
CSC
1481
Cove Street Capital
California
$3.6M -$238K -800 -6%
UCI
1482
Uncommon Cents Investing
Wisconsin
$3.59M +$304K +1,025 +10%
CT
1483
Chicago Trust
Illinois
$3.57M -$240K -808 -7%
SCG
1484
Sonata Capital Group
Washington
$3.57M +$240K +808 +8%
MSR
1485
Main Street Research
Connecticut
$3.57M -$196K -659 -5%
AA
1486
Aire Advisors
California
$3.57M +$60.6K +204 +2%
FNBSF
1487
First National Bank Sioux Falls
South Dakota
$3.56M +$67.7K +228 +2%
SB
1488
Strategic Blueprint
Georgia
$3.55M +$44.5K +150 +1%
AMIM
1489
Aull & Monroe Investment Management
Alabama
$3.55M -$243K -819 -7%
LA
1490
Legacy Advisors
Pennsylvania
$3.53M +$94.4K +318 +3%
SIA
1491
Soltis Investment Advisors
Utah
$3.52M +$61.2K +206 +2%
FSA
1492
Fort Sheridan Advisors
Illinois
$3.51M -$37.1K -125 -1%
CW
1493
CIC Wealth
Maryland
$3.51M +$3.37M +11,351 New
MFG
1494
Magnus Financial Group
New York
$3.5M +$78.1K +263 +2%
CAC
1495
Core Alternative Capital
Georgia
$3.5M +$600K +2,020 +22%
BHB
1496
Bank Hapoalim BM
Israel
$3.49M +$188K +632 +6%
EWM
1497
Evergreen Wealth Management
Michigan
$3.49M +$3.36M +11,310 New
RPSA
1498
Richard P. Slaughter Associates
Texas
$3.49M -$147K -495 -4%
GWSG
1499
GPS Wealth Strategies Group
Colorado
$3.48M +$33K +111 +1%
BOSSRA
1500
B.O.S.S. Retirement Advisors
Utah
$3.48M +$3.34M +11,256 New

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.