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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
BW
1501
Basepoint Wealth
Iowa
$3.48M +$27K +91 +0.8%
CAM
1502
Costello Asset Management
Pennsylvania
$3.48M -$74.2K -250 -2%
RGI
1503
River Global Investors
United Kingdom
$3.47M -$3.86M -13,010 -54%
GCM
1504
Gallacher Capital Management
Colorado
$3.46M +$3.32M +11,195 New
STAS
1505
Strong Tower Advisory Services
Minnesota
$3.45M +$157K +527 +5%
TIA
1506
Tiemann Investment Advisors
California
$3.44M +$95.6K +322 +3%
LHC
1507
Little House Capital
Massachusetts
$3.43M +$131K +441 +4%
BSG
1508
Black Swift Group
Colorado
$3.43M +$3.3M +11,110 New
MA
1509
MONECO Advisors
Connecticut
$3.43M +$21.7K +73 +0.7%
CWG
1510
Cornerstone Wealth Group
North Carolina
$3.42M +$2.13M +7,188 +185%
CAG
1511
Curtis Advisory Group
California
$3.41M -$4.75M -15,995 -59%
DFA
1512
Delta Financial Advisors
Louisiana
$3.41M -$7.42K -25 -0.2%
IFWM
1513
Institute for Wealth Management
Colorado
$3.41M -$2.08K -7 -0.1%
GI
1514
GS Investments
Minnesota
$3.41M -$4.46K -15 -0.1%
LIM
1515
Lathrop Investment Management
Arkansas
$3.4M -$891 -3 -0%
BA
1516
Ballast Advisors
Minnesota
$3.4M +$116K +389 +4%
OCM
1517
Olstein Capital Management
New York
$3.4M
BM
1518
Bislett Management
California
$3.4M
CFMC
1519
Curbstone Financial Management Corp
New Hampshire
$3.4M -$37.4K -126 -1%
FWM
1520
Focused Wealth Management
New York
$3.39M +$292K +983 +10%
CWA
1521
Canvas Wealth Advisors
Kansas
$3.39M +$110K +369 +3%
CA
1522
Calton & Associates
Florida
$3.39M +$1.09M +3,663 +50%
NRW
1523
Nova R Wealth
Kansas
$3.39M -$57.6K -194 -2%
ICM
1524
Intrepid Capital Management
Florida
$3.38M +$98K +330 +3%
ACM
1525
Allred Capital Management
Texas
$3.38M -$33.9K -114 -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.