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
SW
1776
SMART Wealth
Nebraska
$2.28M +$2.19M +7,387 New
AWS
1777
AJ Wealth Strategies
New York
$2.27M -$13.7K -46 -0.6%
SIC
1778
Samalin Investment Counsel
New York
$2.27M -$11.9K -40 -0.5%
WAG
1779
Winthrop Advisory Group
Massachusetts
$2.27M +$24.9K +84 +1%
JAG
1780
Journey Advisory Group
Kentucky
$2.26M -$362K -1,220 -14%
REMPR
1781
Roof Eidam Maycock Peralta (REMP)
California
$2.25M -$59.4K -200 -3%
SAMT
1782
Select Asset Management & Trust
Pennsylvania
$2.25M -$386K -1,300 -15%
CFGSD
1783
Compass Financial Group (South Dakota)
South Dakota
$2.25M +$2.16M +7,276 New
EWM
1784
EPG Wealth Management
Georgia
$2.25M +$238K +800 +12%
AWC
1785
Adamsbrown Wealth Consultants
Kansas
$2.24M -$42.8K -144 -2%
CCM
1786
Chilton Capital Management
Texas
$2.24M +$1.54M +5,181 +252%
MSFP
1787
Mark Sheptoff Financial Planning
Connecticut
$2.24M
JCM
1788
Jag Capital Management
Missouri
$2.23M -$57.9K -195 -3%
FAG
1789
Financial Advisory Group
Texas
$2.23M
OWIM
1790
Old West Investment Management
California
$2.23M +$40.7K +137 +2%
S
1791
Seeyond
France
$2.23M -$244K -823 -10%
HIP
1792
HUB Investment Partners
Texas
$2.23M -$138K -466 -6%
BBNA
1793
Bremer Bank National Association
Minnesota
$2.23M +$264K +889 +14%
LW
1794
Linscomb Wealth
Texas
$2.22M +$38K +128 +2%
CWM
1795
Cahaba Wealth Management
Georgia
$2.22M -$61.2K -206 -3%
AIM
1796
Acropolis Investment Management
Missouri
$2.22M +$433K +1,457 +25%
TW
1797
TrinityPoint Wealth
Connecticut
$2.22M +$309K +1,039 +17%
SAG
1798
SageView Advisory Group
California
$2.22M +$2.13M +7,173 New
GC
1799
Gibson Capital
Pennsylvania
$2.21M
DCM
1800
Dimension Capital Management
Florida
$2.21M

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.