We are live on ! Find out more
BRK.B icon

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
CF
1676
Crosspoint Financial
California
$2.66M +$2.56M +8,605 New
CTFG
1677
Capstone Triton Financial Group
Oklahoma
$2.65M +$240K +808 +10%
PTCG
1678
Pring Turner Capital Group
California
$2.64M -$108K -364 -4%
IP
1679
Intellectus Partners
California
$2.64M
BCP
1680
Blackhawk Capital Partners
Wisconsin
$2.63M -$273K -918 -10%
CCA
1681
Childress Capital Advisors
Texas
$2.63M +$109K +366 +4%
PCS
1682
Personal CFO Solutions
New Jersey
$2.62M +$29.7K +100 +1%
WPC
1683
Waters Parkerson & Co
Louisiana
$2.62M +$119K +401 +5%
TNBTD
1684
Trustmark National Bank Trust Department
Mississippi
$2.61M +$6.83K +23 +0.3%
LFS
1685
Lutz Financial Services
Nebraska
$2.61M +$867K +2,919 +53%
PFSC
1686
Peoples Financial Services Corp
Pennsylvania
$2.6M -$15.7K -53 -0.6%
JF
1687
JSF Financial
California
$2.6M +$74.2K +250 +3%
MA
1688
MCF Advisors
Kentucky
$2.59M +$24.6K +83 +1%
AA
1689
Aufman Associates
Pennsylvania
$2.59M +$46.9K +158 +2%
SG
1690
Stonnington Group
California
$2.59M -$168K -565 -6%
SIAP
1691
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.58M +$2.67K +9 +0.1%
WA1
1692
Wimmer Associates 1
California
$2.58M -$6.24K -21 -0.3%
AFP
1693
Ausdal Financial Partners
Iowa
$2.58M -$176K -594 -7%
LWM
1694
Lodestone Wealth Management
Washington
$2.58M +$2.48M +8,347 New
TLCM
1695
Twin Lakes Capital Management
California
$2.57M
TC
1696
Truvestments Capital
Florida
$2.57M -$355K -1,194 -13%
GWANC
1697
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.57M -$10.4K -35 -0.4%
APW
1698
Aurora Private Wealth
New Jersey
$2.57M -$1.56M -5,250 -39%
PFS
1699
Physicians Financial Services
North Carolina
$2.56M
MGWM
1700
Marks Group Wealth Management
Minnesota
$2.55M -$13.4K -45 -0.5%

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.