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
AB
1876
Atlas Brown
Kentucky
$2.01M -$34.7K -117 -2%
AAS
1877
Annex Advisory Services
Wisconsin
$2.01M -$2.97K -10 -0.2%
SW
1878
SlateStone Wealth
Florida
$2.01M +$197K +664 +11%
HAI
1879
Hennessy Advisors Inc
California
$2.01M -$445K -1,500 -19%
HTHT
1880
Hemenway Trust Hemenway Trust
New Hampshire
$2M -$13.4K -45 -0.7%
GFP
1881
Guardian Financial Partners
California
$2M -$7.72K -26 -0.4%
MA
1882
Modus Advisors
Minnesota
$2M +$395K +1,331 +26%
GA
1883
GoalVest Advisory
New York
$1.99M +$365K +1,230 +24%
NDSI
1884
Newman Dignan & Sheerar Inc
Rhode Island
$1.99M +$10.4K +35 +0.5%
GWM
1885
Greenwich Wealth Management
Connecticut
$1.99M -$70.4K -237 -4%
BSB
1886
Bangor Savings Bank
Maine
$1.99M -$148K -498 -7%
SEP
1887
Southland Equity Partners
Missouri
$1.99M +$52.6K +177 +3%
NQWM
1888
Northwest Quadrant Wealth Management
Oregon
$1.98M -$14.8K -50 -0.8%
TAM
1889
Townsend Asset Management
North Carolina
$1.98M +$44.5K +150 +2%
Credit Agricole
1890
Credit Agricole
France
$1.98M +$218K +734 +13%
1WM
1891
1900 Wealth Management
Texas
$1.98M
AWA
1892
Artemis Wealth Advisors
New York
$1.97M
FSG
1893
Financial Strategies Group
Michigan
$1.97M +$164K +553 +9%
MCA
1894
Magnolia Capital Advisors
Mississippi
$1.97M +$9.5K +32 +0.5%
OWA
1895
Octavia Wealth Advisors
Ohio
$1.97M -$1.78K -6 -0.1%
FCG
1896
Financial Connections Group
California
$1.97M +$1.78K +6 +0.1%
CFG
1897
CMC Financial Group
Georgia
$1.96M -$7.42K -25 -0.4%
CA
1898
Commerzbank Aktiengesellschaft
Germany
$1.96M -$295K -992 -14%
TC
1899
Titleist Capital
Texas
$1.96M -$20.8K -70 -1%
MADR
1900
Milestones Administradora de Recursos
Brazil
$1.96M -$624K -2,100 -25%

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.