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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
Walleye Capital
1526
Walleye Capital
New York
$3.38M +$1.24M +4,167 +62%
SAM
1527
Soditic Asset Management
United Kingdom
$3.37M
BCM
1528
Bridgeway Capital Management
Texas
$3.37M -$2.42M -8,150 -43%
FFM
1529
Flagstone Financial Management
Nebraska
$3.37M +$3.24M +10,905 New
SDH
1530
Sloy Dahl & Holst
Washington
$3.36M -$360K -1,213 -10%
PIA
1531
Perennial Investment Advisors
California
$3.36M -$1.49K -5 -0%
CAWM
1532
Capital Advisors Wealth Management
Washington
$3.35M +$89.7K +302 +3%
CT
1533
Colonial Trust
South Carolina
$3.35M -$34.2K -115 -1%
ADL
1534
Asset Dedication LLC
California
$3.35M +$479K +1,612 +17%
AMM
1535
American Money Management
California
$3.35M +$696K +2,342 +28%
HG
1536
Herbst Group
Connecticut
$3.35M -$17.2K -58 -0.5%
GL
1537
Graypoint LLC
New York
$3.34M +$191K +644 +6%
EWM
1538
Endurance Wealth Management
Rhode Island
$3.33M +$77.8K +262 +2%
BIM
1539
Barton Investment Management
Pennsylvania
$3.33M
XSC
1540
X-Square Capital
Puerto Rico
$3.32M -$9.8K -33 -0.3%
HFS
1541
Hantz Financial Services
Michigan
$3.31M -$1.24M -4,192 -28%
VWA
1542
Visionary Wealth Advisors
Illinois
$3.3M +$114K +383 +4%
CA
1543
Crewe Advisors
Utah
$3.29M +$743K +2,502 +31%
ASFA
1544
All Season Financial Advisors
Colorado
$3.29M +$2.81M +9,453 +793%
LIG
1545
Lokken Investment Group
Delaware
$3.29M +$83.2K +280 +3%
PHIC
1546
Pine Haven Investment Counsel
Massachusetts
$3.27M +$16.3K +55 +0.5%
LFS
1547
Legacy Financial Strategies
Kansas
$3.27M +$24.9K +84 +0.8%
FCCM
1548
First City Capital Management
Georgia
$3.26M -$16.3K -55 -0.5%
JWCA
1549
J.W. Coons Advisors
Ohio
$3.25M +$83.2K +280 +3%
ARC
1550
Advisor Resource Council
Texas
$3.25M +$464K +1,561 +17%

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.