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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
HBW
2026
Hazlett, Burt & Watson
West Virginia
$1.59M -$119K -400 -7%
FWTB
2027
First Western Trust Bank
Colorado
$1.59M +$31.8K +107 +2%
FWA
2028
FSM Wealth Advisors
Ohio
$1.59M -$12.5K -42 -0.8%
LJAC
2029
L.J. Altfest & Co
New York
$1.58M -$35K -118 -2%
WP
2030
WealthShield Partners
North Carolina
$1.58M -$11.6K -39 -0.8%
SPC
2031
Stewart & Patten Company
California
$1.58M -$37.7K -127 -2%
EWA
2032
Encompass Wealth Advisors
Oregon
$1.58M
OWP
2033
Old Well Partners
North Carolina
$1.58M -$148K -500 -9%
BI
2034
Ballast Inc
Kentucky
$1.58M +$48.4K +163 +3%
BF
2035
Blankinship & Foster
California
$1.57M
MSA
2036
McAlister Sweet & Associates
Texas
$1.57M +$12.8K +43 +0.9%
TWM
2037
Thrive Wealth Management
Pennsylvania
$1.57M +$22K +74 +1%
PCH
2038
PGIM Custom Harvest
New Jersey
$1.57M +$1.51M +5,085 New
FPCG
2039
Fort Pitt Capital Group
Pennsylvania
$1.57M +$80.2K +270 +6%
CFO
2040
Callan Family Office
Pennsylvania
$1.56M +$1.5M +5,062 New
DBRC
2041
D.B. Root & Company
Pennsylvania
$1.56M -$20.2K -68 -1%
OC
2042
Oarsman Capital
Wisconsin
$1.56M -$603K -2,031 -29%
CGH
2043
CMG Global Holdings
Texas
$1.56M -$82.6K -278 -5%
TFA
2044
Tranquilli Financial Advisor
New Jersey
$1.56M +$264K +889 +21%
APC
2045
Asset Planning Corporation
Tennessee
$1.56M +$41.3K +139 +3%
TWA
2046
Tillar-Wenstrup Advisors
Ohio
$1.55M -$80.8K -272 -5%
WPA
2047
Winning Points Advisors
Florida
$1.55M
RIM
2048
Regent Investment Management
Kentucky
$1.55M -$29.7K -100 -2%
P
2049
&Partners
Tennessee
$1.54M -$61.5K -207 -4%
CAGAS
2050
Capital Advisory Group Advisory Services
Minnesota
$1.54M -$1.78K -6 -0.1%

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.