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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
FA
1701
FDx Advisors
Illinois
$2.55M +$10.4K +35 +0.4%
CCA
1702
Cadent Capital Advisors
Oklahoma
$2.55M +$8.91K +30 +0.4%
ESB
1703
Essex Savings Bank
Connecticut
$2.55M +$34.5K +116 +1%
NA
1704
Nottingham Advisors
New York
$2.55M -$20.8K -70 -0.8%
RMC
1705
Resources Management Corp
Connecticut
$2.54M +$1.17M +3,927 +91%
CWS
1706
Cypress Wealth Services
California
$2.54M +$12.8K +43 +0.5%
PWP
1707
Pursue Wealth Partners
California
$2.54M +$412K +1,386 +20%
CGA
1708
Channing Global Advisors
Florida
$2.53M -$65.9K -222 -3%
JIR
1709
James Investment Research
Ohio
$2.53M -$99.5K -335 -4%
IMOV
1710
Investment Management of Virginia
Virginia
$2.53M -$22.3K -75 -0.9%
SCM
1711
Sterneck Capital Management
Missouri
$2.53M -$1.19K -4 -0%
JBA
1712
Johnson Bixby & Associates
Washington
$2.52M +$1.19K +4 +0%
DI
1713
DFPG Investments
Utah
$2.52M +$1.37M +4,605 +142%
ICM
1714
IMS Capital Management
Oregon
$2.51M +$46.3K +156 +2%
HAS
1715
HBW Advisory Services
California
$2.51M -$510K -1,717 -17%
GC
1716
Garde Capital
Washington
$2.5M -$4.75K -16 -0.2%
RW
1717
Rede Wealth
Virginia
$2.5M +$218K +735 +10%
LWM
1718
Ledge Wealth Management
Minnesota
$2.5M +$392K +1,320 +20%
FDS
1719
Freedom Day Solutions
Texas
$2.49M -$56.4K -190 -2%
CWM
1720
C2C Wealth Management
Arizona
$2.49M +$3.56K +12 +0.1%
KA
1721
Klingman & Associates
New York
$2.48M +$68.6K +231 +3%
SCM
1722
SOL Capital Management
Maryland
$2.47M -$22.3K -75 -0.9%
WPWM
1723
Western Pacific Wealth Management
Illinois
$2.47M +$99.5K +335 +4%
OC
1724
Oakworth Capital
Alabama
$2.45M +$8.91K +30 +0.4%
SMC
1725
Smith, Moore & Co
Missouri
$2.45M +$678K +2,284 +40%

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.