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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
IDA
1901
Intelligence Driven Advisers
California
$1.95M +$62.7K +211 +4%
MFS
1902
Madrona Financial Services
Washington
$1.95M +$106K +357 +6%
LFG
1903
Larson Financial Group
Missouri
$1.95M -$33.9K -114 -2%
PFG
1904
Peterson Financial Group
Iowa
$1.95M -$946K -3,184 -34%
PIA
1905
Panoramic Investment Advisors
Colorado
$1.95M +$1.87M +6,299 New
CHP
1906
Cable Hill Partners
Oregon
$1.94M -$853K -2,871 -31%
SFG
1907
StrategIQ Financial Group
Indiana
$1.93M
CWAG
1908
Compton Wealth Advisory Group
Virginia
$1.93M +$2.08K +7 +0.1%
EWM
1909
Elmwood Wealth Management
California
$1.92M -$297 -1 -0%
SIC
1910
Schwartz Investment Counsel
Michigan
$1.92M -$81.7K -275 -4%
EFSCE
1911
Enterprise Financial Services Corp (EFSC)
Missouri
$1.92M -$129K -433 -7%
SMWM
1912
Silvia McColl Wealth Management
California
$1.92M +$1.84M +6,206 New
TA
1913
Townsend & Associates
Colorado
$1.92M +$1.26M +4,229 +225%
GWAG
1914
Garrett Wealth Advisory Group
Texas
$1.91M
IIC
1915
Integrated Investment Consultants
Michigan
$1.91M +$16.9K +57 +0.9%
GWP
1916
Gateway Wealth Partners
Wisconsin
$1.9M +$1.83M +6,166 New
WCAMG
1917
Woodard & Company Asset Management Group
North Carolina
$1.9M +$79.3K +267 +5%
PFGIA
1918
Patriot Financial Group Insurance Agency
Massachusetts
$1.89M +$177K +596 +11%
FWM
1919
Fingerlakes Wealth Management
New York
$1.89M -$7.72K -26 -0.4%
WC
1920
Winmill & Co
New York
$1.89M
SFG
1921
SevenBridge Financial Group
Pennsylvania
$1.89M +$805K +2,710 +80%
MSFS
1922
Main Street Financial Solutions
Pennsylvania
$1.88M -$105K -352 -5%
KP
1923
Keel Point
Alabama
$1.88M +$158K +532 +10%
GCA
1924
Gradient Capital Advisors
California
$1.88M +$1.49K +5 +0.1%
FMLI
1925
Fukoku Mutual Life Insurance
Japan
$1.87M

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.