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
MMHP
1851
Murphy Middleton Hinkle & Parker
Georgia
$2.08M +$52.9K +178 +3%
IIM
1852
InTrack Investment Management
Vermont
$2.08M -$328K -1,103 -14%
MCM
1853
Magnolia Capital Management
New York
$2.08M +$20.8K +70 +1%
DL
1854
DOHJ LLC
Washington
$2.07M +$12.8K +43 +0.6%
HCM
1855
Hodges Capital Management
Texas
$2.07M +$163K +550 +9%
I
1856
INVST
Indiana
$2.07M -$111K -374 -5%
VC
1857
Vestor Capital
Illinois
$2.06M +$57.9K +195 +3%
HIC
1858
Holderness Investments Company
North Carolina
$2.06M -$17.2K -58 -0.9%
KIA
1859
Kraematon Investment Advisors
Massachusetts
$2.06M
VCM
1860
Vivaldi Capital Management
Illinois
$2.06M +$19.3K +65 +1%
TB
1861
Treynor Bancshares
Iowa
$2.06M +$74.2K +250 +4%
CA
1862
Centerpoint Advisors
Massachusetts
$2.05M +$360K +1,211 +22%
VCP
1863
Verus Capital Partners
Arizona
$2.05M +$10.4K +35 +0.5%
SLT
1864
St Louis Trust
Missouri
$2.04M +$733K +2,467 +59%
WFS
1865
Walker Financial Services
Kentucky
$2.04M -$156K -525 -7%
VCAM
1866
Van Cleef Asset Management
Ohio
$2.04M +$1.49K +5 +0.1%
KAH
1867
Kathryn A. Hall
$2.04M
QC
1868
Quent Capital
New York
$2.04M +$340K +1,144 +21%
RWA
1869
River Wealth Advisors
Pennsylvania
$2.04M +$102K +342 +5%
WAAG
1870
Wealth Alliance Advisory Group
Kansas
$2.03M -$49.3K -166 -2%
PCG
1871
Prosperity Consulting Group
Maryland
$2.03M +$40.4K +136 +2%
GLA
1872
Good Life Advisors
Pennsylvania
$2.02M -$10.4K -35 -0.5%
BT
1873
Brandywine Trust
Delaware
$2.02M -$108K -362 -5%
CWM
1874
Chesapeake Wealth Management
Virginia
$2.02M +$162K +545 +9%
MCM
1875
Maple Capital Management
Vermont
$2.01M -$24.9K -84 -1%

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.