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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
ZIC
1726
ZWJ Investment Counsel
Georgia
$2.45M +$45.1K +152 +2%
KFP
1727
KMG Fiduciary Partners
Ohio
$2.44M +$46.9K +158 +2%
DWA
1728
Dorsey Wright & Associates
California
$2.44M +$2.35M +7,904 New
GKFF
1729
George Kaiser Family Foundation
Oklahoma
$2.44M
GPFA
1730
Game Plan Financial Advisors
Ohio
$2.43M +$1.26M +4,240 +116%
DM
1731
Delphi Management
Massachusetts
$2.43M +$2.34M +7,874 New
SAM
1732
Seelaus Asset Management
New Jersey
$2.43M -$34.2K -115 -1%
JHP
1733
James Hambro & Partners
United Kingdom
$2.43M +$150K +504 +7%
QPWM
1734
Quadrant Private Wealth Management
Pennsylvania
$2.43M +$2.34M +7,865 New
MSA
1735
Marino Stram & Associates
Massachusetts
$2.43M +$29.1K +98 +1%
AA
1736
Alesco Advisors
New York
$2.43M
FCA
1737
FLC Capital Advisors
California
$2.43M +$288K +971 +14%
WAM
1738
Weatherly Asset Management
California
$2.42M -$19.6K -66 -0.8%
AA
1739
Altman Advisors
Illinois
$2.42M -$128K -432 -5%
LAIC
1740
Lederer & Associates Investment Counsel
California
$2.42M -$17.8K -60 -0.8%
TCM
1741
Triumph Capital Management
Colorado
$2.41M -$314K -1,058 -12%
VC
1742
Vicus Capital
Pennsylvania
$2.41M -$79.3K -267 -3%
FAT
1743
First American Trust
California
$2.41M +$122K +412 +6%
KCM
1744
Kaye Capital Management
California
$2.4M +$2.31M +7,765 New
CS
1745
Comerica Securities
Michigan
$2.4M -$356K -1,200 -13%
TCOO
1746
Trust Company of Oklahoma
Oklahoma
$2.4M -$386K -1,300 -14%
TCA
1747
Trifecta Capital Advisors
Illinois
$2.39M +$2.3M +7,750 New
EGA
1748
E&G Advisors
Texas
$2.39M -$27.6K -93 -1%
WA
1749
Wealth Alliance
New York
$2.39M -$54.9K -185 -2%
KFSC
1750
Keystone Financial Services (Colorado)
Colorado
$2.39M +$44.8K +151 +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.