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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
HC
1601
Hourglass Capital
Texas
$3.01M -$47.5K -160 -2%
BFPW
1602
BOK Financial Private Wealth
Colorado
$3.01M -$164K -552 -5%
CBFP
1603
Cedar Brook Financial Partners
Ohio
$3.01M -$31.8K -107 -1%
LCM
1604
Legato Capital Management
California
$3.01M +$2.9M +9,749 New
CPWMP
1605
Cardinal Point Wealth Management Partners
California
$3.01M
CPCM
1606
Cardinal Point Capital Management
Ontario, Canada
$3.01M +$2.89M +9,741 New
RPWA
1607
Regent Peak Wealth Advisors
Georgia
$3.01M +$5.94K +20 +0.2%
BW
1608
Bison Wealth
Georgia
$3M +$41K +138 +1%
MYLI
1609
Meiji Yasuda Life Insurance
Japan
$2.98M +$173K +584 +6%
SMA
1610
Sage Mountain Advisors
Georgia
$2.98M +$116K +392 +4%
SC
1611
Searle & Co
Connecticut
$2.98M
CIAS
1612
Capital Investment Advisory Services
North Carolina
$2.97M +$41.3K +139 +1%
MCCP
1613
Mission Creek Capital Partners
California
$2.97M -$12.8K -43 -0.4%
AOI
1614
Auto-Owners Insurance
Michigan
$2.96M +$2.85M +9,580 New
BWA
1615
BDO Wealth Advisors
Florida
$2.96M +$28.2K +95 +1%
WA
1616
WealthTrust Axiom
Pennsylvania
$2.96M -$297 -1 -0%
LRPA
1617
L. Roy Papp & Associates
Arizona
$2.96M
AI
1618
AXS Investments
New York
$2.95M -$159K -535 -5%
CCM
1619
Condor Capital Management
New Jersey
$2.95M +$370K +1,247 +15%
AOWM
1620
Alpha Omega Wealth Management
Virginia
$2.95M
PWPS
1621
Pinnacle Wealth Planning Services
Ohio
$2.95M -$106K -358 -4%
IPAM
1622
ICICI Prudential Asset Management
India
$2.94M +$893K +3,007 +46%
TCM
1623
Tufton Capital Management
Maryland
$2.93M +$1.11M +3,725 +65%
ACM
1624
Ashford Capital Management
Delaware
$2.92M -$52K -175 -2%
BIAS
1625
Beacon Investment Advisory Services
New Jersey
$2.92M +$39.5K +133 +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.