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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
ROTUOC
1976
Regents of the University of California
California
$1.77M -$689K -2,320 -29%
LFGO
1977
Legacy Financial Group (Oklahoma)
Oklahoma
$1.77M +$1.7M +5,721 New
AIA
1978
Arbor Investment Advisors
North Carolina
$1.76M +$1.09M +3,681 +182%
RWA
1979
Redhawk Wealth Advisors
Minnesota
$1.76M +$79.9K +269 +5%
MWAM
1980
Manhattan West Asset Management
California
$1.76M +$79.6K +268 +5%
CFP
1981
Catalyst Financial Partners
Massachusetts
$1.75M +$1.69M +5,678 New
PFG
1982
Pinnacle Financial Group
Illinois
$1.75M -$14.8K -50 -0.9%
SAM
1983
Steinberg Asset Management
New York
$1.75M -$8.02K -27 -0.5%
NB
1984
Northwest Bancshares
Pennsylvania
$1.75M -$119K -400 -7%
JAFL
1985
Jay A. Fishman Ltd
Michigan
$1.74M
ETH
1986
Exos TFP Holdings
New York
$1.74M -$271K -911 -14%
JSL
1987
JT Stratford LLC
Georgia
$1.73M -$395K -1,329 -19%
CIC
1988
Cutler Investment Counsel
Oregon
$1.73M -$20.8K -70 -1%
VF
1989
Vawter Financial
Ohio
$1.72M +$1.65M +5,555 New
SA
1990
SL Advisors
New Jersey
$1.71M -$23.8K -80 -1%
HGERS
1991
Householder Group Estate & Retirement Specialist
Arizona
$1.71M -$47.8K -161 -3%
OGC
1992
Oak Grove Capital
New Hampshire
$1.7M -$1.46M -4,912 -47%
AR
1993
Advisory Research
Illinois
$1.7M -$9.5K -32 -0.6%
TAM
1994
Tealwood Asset Management
Minnesota
$1.7M -$65.3K -220 -4%
AAM
1995
Aureus Asset Management
Massachusetts
$1.69M +$76.9K +259 +5%
JWM
1996
Jackson Wealth Management
Florida
$1.69M -$1.22M -4,110 -43%
PCM
1997
Pennsylvania Capital Management
Pennsylvania
$1.69M -$6.24K -21 -0.4%
MFG
1998
MidWestOne Financial Group
Iowa
$1.68M -$299K -1,008 -16%
CWMU
1999
Caliber Wealth Management (Utah)
Utah
$1.68M -$919K -3,094 -36%
FWM
2000
Fairhaven Wealth Management
Illinois
$1.68M -$46K -155 -3%

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.