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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
WA
1626
Wambolt & Associates
Colorado
$2.9M +$163K +548 +6%
PAMG
1627
Patton Albertson Miller Group
Tennessee
$2.9M -$38.9K -131 -1%
SAM
1628
SignalPoint Asset Management
Missouri
$2.9M -$40.7K -137 -1%
DA
1629
Dash Acquisitions
California
$2.9M +$39.8K +134 +1%
AMC
1630
Asset Management Corp
Illinois
$2.88M -$10.4K -35 -0.4%
BWM
1631
BerganKDV Wealth Management
Minnesota
$2.88M -$135K -453 -5%
PWA
1632
Phoenix Wealth Advisors
North Carolina
$2.87M -$61.5K -207 -2%
MPCL
1633
My Personal CFO LLC
Washington
$2.87M +$20.5K +69 New
CFS
1634
CRA Financial Services
New Jersey
$2.87M +$3.86K +13 +0.1%
BLC
1635
Brown, Lisle/Cummings
Rhode Island
$2.86M +$156K +525 +6%
CB
1636
Cadence Bank
Mississippi
$2.86M -$56.4K -190 -2%
CWS
1637
Confluence Wealth Services
Pennsylvania
$2.86M +$195K +655 +8%
VT
1638
Vise Technologies
New York
$2.85M +$515K +1,734 +23%
SIS
1639
Strategic Investment Solutions
Illinois
$2.85M +$2.72M +9,143 New
Financial Engines Advisors
1640
Financial Engines Advisors
California
$2.85M -$140K -473 -5%
DWM
1641
Dorchester Wealth Management
Quebec, Canada
$2.85M -$450K -1,515 -14%
PCMC
1642
Private Capital Management (Colorado)
Colorado
$2.84M -$2.01M -6,773 -42%
ST
1643
Sabal Trust
Florida
$2.84M -$146K -493 -5%
RA
1644
Rockingstone Advisors
Massachusetts
$2.84M +$2.73M +9,185 New
LFA
1645
Landmark Financial Advisors
Kentucky
$2.83M -$29.4K -99 -1%
Skandinaviska Enskilda Banken (SEB)
1646
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.83M -$8.91M -30,002 -77%
RW
1647
REDW Wealth
New Mexico
$2.83M +$298K +1,005 +12%
TSWM
1648
Tyler-Stone Wealth Management
Ohio
$2.82M +$1.19K +4 +0%
LL
1649
LPWM LLC
Minnesota
$2.81M
OCM
1650
Orser Capital Management
Texas
$2.81M +$59.4K +200 +2%

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.