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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
FA
1926
Fiducient Advisors
Illinois
$1.86M +$12.2K +41 +0.7%
V
1927
ViaWealth
Kansas
$1.86M +$1.75M +5,899 New
HCM
1928
Hall Capital Management
Rhode Island
$1.86M +$4.46K +15 +0.2%
ABLA
1929
Alan B. Lancz & Associates
Ohio
$1.86M
PTC
1930
Provident Trust Company
Wisconsin
$1.86M
TPW
1931
Transatlantique Private Wealth
New York
$1.86M -$35.6K -120 -2%
PWS
1932
Paragon Wealth Strategies
Florida
$1.86M -$10.4K -35 -0.6%
FCM
1933
Firestone Capital Management
Florida
$1.86M -$119K -400 -6%
MWM
1934
Mattern Wealth Management
Kansas
$1.85M +$33.6K +113 +2%
HFG
1935
Heron Financial Group
New York
$1.85M -$14.8K -50 -0.8%
GB
1936
Goepper Burkhardt
South Carolina
$1.84M +$267K +900 +18%
BCM
1937
Bourgeon Capital Management
Connecticut
$1.84M +$257K +866 +17%
KWILP
1938
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.84M -$998K -3,361 -36%
BHIC
1939
Bassett Hargrove Investment Counsel
Delaware
$1.84M -$11.9K -40 -0.7%
MCM
1940
Monarch Capital Management
Indiana
$1.84M +$14.8K +50 +0.8%
NSB
1941
Norway Savings Bank
Maine
$1.84M +$75.4K +254 +4%
GC
1942
Gilbert & Cook
Iowa
$1.84M +$3.56K +12 +0.2%
WSC
1943
Wellington Shields & Co
New York
$1.83M -$110K -369 -6%
AIM
1944
ARGA Investment Management
Connecticut
$1.83M +$292K +983 +20%
HAIM
1945
Hunter Associates Investment Management
Pennsylvania
$1.83M +$21.1K +71 +1%
FPFS
1946
First Personal Financial Services
North Carolina
$1.83M -$7.42K -25 -0.4%
BMC
1947
Benin Management Corp
Connecticut
$1.82M +$612K +2,062 +54%
BFG
1948
Bouchey Financial Group
New York
$1.82M -$9.5K -32 -0.5%
WWM
1949
Windsor Wealth Management
Indiana
$1.82M
WCG
1950
Weaver Consulting Group
California
$1.82M -$34.5K -116 -2%

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.