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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
SAMC
1651
Spectrum Asset Management (California)
California
$2.81M +$22.3K +75 +0.8%
WGAM
1652
Wilkinson Global Asset Management
New York
$2.81M
SKK
1653
Shepherd Kaplan Krochuk
Massachusetts
$2.81M -$2.88M -9,698 -52%
NERM
1654
New England Research & Management
Illinois
$2.8M +$114K +385 +4%
RFA
1655
Resurgent Financial Advisors
Georgia
$2.79M +$268K +904 +11%
AWM
1656
Aberdeen Wealth Management
Illinois
$2.78M -$4.46K -15 -0.2%
CSB
1657
City State Bank
Iowa
$2.77M -$41.9K -141 -2%
CCFCSB
1658
Cape Cod Five Cents Savings Bank
Massachusetts
$2.76M -$92.4K -311 -3%
DRS
1659
Deane Retirement Strategies
Louisiana
$2.75M -$7.13K -24 -0.3%
NW
1660
Naviter Wealth
Arkansas
$2.75M +$199K +669 +8%
PC
1661
Prairiewood Capital
North Dakota
$2.73M -$297 -1 -0%
V
1662
VeraBank
Texas
$2.73M -$96.5K -325 -4%
ICM
1663
Islay Capital Management
Texas
$2.72M -$19.3K -65 -0.7%
PFA
1664
Professional Financial Advisors
Nebraska
$2.72M +$595K +2,002 +29%
SA
1665
SRH Advisors
Kansas
$2.72M
ST
1666
Sageworth Trust
Pennsylvania
$2.72M -$2.16M -7,260 -45%
ARMT
1667
Amica Retiree Medical Trust
Rhode Island
$2.71M +$359K +1,209 +16%
CNC
1668
Canandaigua National Corp
New York
$2.7M -$11.9K -40 -0.5%
BWP
1669
Balboa Wealth Partners
Arizona
$2.7M -$61.2K -206 -2%
BFA
1670
Bill Few Associates
Pennsylvania
$2.7M +$1.84M +6,189 +244%
NAM
1671
NTV Asset Management
West Virginia
$2.68M -$10.4K -35 -0.4%
LAS
1672
LWM Advisory Services
Florida
$2.68M -$444K -1,495 -15%
VW
1673
Vance Wealth
California
$2.68M
SCM
1674
Schnieders Capital Management
California
$2.67M +$1.05M +3,550 +70%
RWM
1675
RKL Wealth Management
Pennsylvania
$2.66M -$49K -165 -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.