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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
RZH
2001
Relyea Zuckerberg Hanson
Connecticut
$1.67M +$82.3K +277 +5%
AIP
2002
Ahrens Investment Partners
Louisiana
$1.67M -$1.01M -3,394 -39%
DSN
2003
D. Scott Neal
Kentucky
$1.67M
CPA
2004
Capital Planning Advisors
California
$1.66M +$291K +979 +22%
HL
2005
HeadInvest LLC
Maine
$1.66M +$23.2K +78 +1%
HZ
2006
Hixon Zuercher
Ohio
$1.66M -$186K -625 -10%
CAM
2007
CPA Asset Management
Florida
$1.64M +$1.58M +5,321 New
EWM
2008
Executive Wealth Management
Michigan
$1.64M +$1.17M +3,938 +285%
FCFC
2009
First Citizens Financial Corp
Iowa
$1.64M +$14.8K +50 +1%
CCM
2010
Consolidated Capital Management
California
$1.64M -$48.4K -163 -3%
EDRIA
2011
Edmonds Duncan Registered Investment Advisors
Kansas
$1.64M
HFM
2012
Harvest Fund Management
China
$1.63M -$886K -2,985 -36%
CWP
2013
CFM Wealth Partners
Texas
$1.63M +$335K +1,129 +27%
TP
2014
Tranquility Partners
Tennessee
$1.63M +$115K +386 +8%
NGA
2015
Naples Global Advisors
Florida
$1.63M -$10.4K -35 -0.7%
IIL
2016
Insight Inv LLC
California
$1.62M +$7.42K +25 +0.5%
BMWM
2017
Brown Miller Wealth Management
Virginia
$1.62M -$7.72K -26 -0.5%
VDI
2018
Vaughan David Investments
Illinois
$1.62M -$407K -1,371 -21%
APWM
2019
Atlas Private Wealth Management
New York
$1.62M +$73.4K +247 +5%
EFG
2020
Everhart Financial Group
Ohio
$1.62M +$310K +1,044 +25%
CIA
2021
Compass Ion Advisors
Pennsylvania
$1.61M
IIM
2022
Intact Investment Management
Quebec, Canada
$1.61M -$653K -2,200 -30%
CCM
2023
Conway Capital Management
California
$1.6M +$14.8K +50 +1%
NSAM
2024
North Star Asset Management
Wisconsin
$1.6M +$313K +1,055 +26%
NWA
2025
New World Advisors
Massachusetts
$1.59M +$7.42K +25 +0.5%

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.