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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
CFO
1576
Capitol Family Office
Oregon
$3.12M -$102K -343 -3%
UHC
1577
Union Heritage Capital
Michigan
$3.12M
EWM
1578
Evermay Wealth Management
Virginia
$3.11M +$154K +520 +5%
BOPW
1579
Brandywine Oak Private Wealth
Pennsylvania
$3.11M +$297 +1 +0%
SIC
1580
Sterling Investment Counsel
New York
$3.11M +$388K +1,307 +15%
VNA
1581
Valley National Advisers
Pennsylvania
$3.1M +$7.72K +26 +0.3%
RHDIC
1582
R.H. Dinel Investment Counsel
California
$3.1M
LWA
1583
Lineweaver Wealth Advisors
Ohio
$3.1M -$150K -505 -5%
LFM
1584
LGT Fund Management
Liechtenstein
$3.1M
KTC
1585
Kistler-Tiffany Companies
Pennsylvania
$3.09M +$94.4K +318 +3%
AWM
1586
Aevitas Wealth Management
Massachusetts
$3.09M -$134K -450 -4%
AA
1587
ALPS Advisors
Colorado
$3.09M -$404K -1,360 -12%
TTWM
1588
TCV Trust & Wealth Management
Virginia
$3.08M +$22.3K +75 +0.8%
RPC
1589
Rossmore Private Capital
Connecticut
$3.08M +$52.9K +178 +2%
HGCK
1590
HPC Germany & Co KG
Germany
$3.08M
TC
1591
Trust Company
Kansas
$3.08M -$6.24K -21 -0.2%
DCM
1592
Dudley Capital Management
Virginia
$3.06M +$2.95M +9,917 New
MRI
1593
Mad River Investors
Massachusetts
$3.05M -$11.9K -40 -0.4%
HFM
1594
Hartford Financial Management
Connecticut
$3.05M -$129K -435 -4%
RIG
1595
RiverFront Investment Group
Virginia
$3.04M +$11K +37 +0.4%
ATC
1596
Adirondack Trust Company
New York
$3.04M +$18.7K +63 +0.6%
LPAM
1597
Lodestar Private Asset Management
California
$3.04M +$2.92M +9,834 New
OIM
1598
Orca Investment Management
Oregon
$3.04M -$23.8K -80 -0.8%
TSWM
1599
Triangle Securities Wealth Management
North Carolina
$3.02M -$48.1K -162 -2%
DIA
1600
Dean Investment Associates
Ohio
$3.02M -$39.8K -134 -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.