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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
ACM
1801
Altrius Capital Management
North Carolina
$2.2M +$2.12M +7,137 New
GIM
1802
Guardian Investment Management
California
$2.2M -$29.7K -100 -1%
S
1803
SimplyRich
California
$2.2M +$1.49K +5 +0.1%
LRI
1804
Linden Rose Investment
Texas
$2.2M -$390K -1,314 -16%
AMG
1805
Asset Management Group
Connecticut
$2.2M -$24.4K -82 -1%
CD
1806
Chapin Davis
Maryland
$2.2M +$2.11M +7,111 New
FMB
1807
Field & Main Bank
Kentucky
$2.2M +$25.2K +85 +1%
NL
1808
NVWM LLC
Pennsylvania
$2.2M +$1.19K +4 +0.1%
PCI
1809
Planning Center Inc
Illinois
$2.19M +$79K +266 +4%
OCM
1810
Osterweis Capital Management
California
$2.19M +$67.7K +228 +3%
TA
1811
Tectonic Advisors
Texas
$2.19M -$206K -695 -9%
BWM
1812
BCGM Wealth Management
Indiana
$2.19M -$18.1K -61 -0.9%
CCM
1813
Carlson Capital Management
Minnesota
$2.19M +$44.5K +150 +2%
SIMG
1814
Sonora Investment Management Group
Arizona
$2.19M +$297K +1,001 +16%
1WA
1815
180 Wealth Advisors
Washington
$2.19M +$57.6K +194 +3%
PFA
1816
Pure Financial Advisors
California
$2.19M +$144K +486 +7%
1W
1817
1776 Wealth
Georgia
$2.19M
GP
1818
Girard Partners
Pennsylvania
$2.18M +$322K +1,085 +18%
LWM
1819
Lyell Wealth Management
California
$2.18M
ACM
1820
Avalon Capital Management
California
$2.18M -$44.8K -151 -2%
DWP
1821
Daymark Wealth Partners
Ohio
$2.18M +$2.09M +7,049 New
GSIAS
1822
Garden State Investment Advisory Services
New Jersey
$2.18M +$2.09M +7,047 New
HI
1823
Hudock Inc
Pennsylvania
$2.17M -$16K -54 -0.8%
SAS
1824
Sanford Advisory Services
Michigan
$2.16M +$358K +1,206 +21%
CBNLCF
1825
Cognios Beta Neutral Large Cap Fund
Kansas
$2.16M +$2.08M +6,995 New

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.