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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
GWM
2051
Gray Wealth Management
Maine
$1.54M +$75.1K +253 +5%
RIS
2052
Retirement Income Solutions
Michigan
$1.54M +$148K +497 +11%
AIM
2053
Alhambra Investment Management
Florida
$1.54M
LWP
2054
Lumature Wealth Partners
Georgia
$1.54M -$60.6K -204 -4%
CT
2055
Clearstead Trust
Maine
$1.54M +$138K +463 +10%
CMI
2056
Clare Market Investments
Texas
$1.54M +$514K +1,730 +53%
AAM
2057
Ascension Asset Management
New York
$1.53M
MS
2058
Maven Securities
Jersey
$1.53M -$4.84M -16,290 -77%
GCM
2059
Galibier Capital Management
Ontario, Canada
$1.52M
FPWM
2060
FSB Premier Wealth Management
Iowa
$1.52M +$82.3K +277 +6%
GCM
2061
G2 Capital Management
Ohio
$1.52M
CWP
2062
Concord Wealth Partners
Virginia
$1.52M -$366K -1,234 -20%
AA
2063
Auxano Advisors
Washington
$1.52M +$11.6K +39 +0.8%
UAS
2064
United Asset Strategies
New York
$1.52M -$40.4K -136 -3%
CC
2065
Courier Capital
New York
$1.51M +$103K +346 +8%
HC
2066
Hamilton Capital
Ohio
$1.51M -$32.4K -109 -2%
NFSG
2067
Newbridge Financial Services Group
Florida
$1.51M -$30.9K -104 -2%
HBT
2068
Hills Bank & Trust
Iowa
$1.51M -$77.5K -261 -5%
CPP
2069
Capasso Planning Partners
South Carolina
$1.51M +$4.75K +16 +0.3%
LWP
2070
LMG Wealth Partners
Louisiana
$1.51M +$1.42M +4,797 New
AWM
2071
Aries Wealth Management
Maine
$1.51M +$441K +1,484 +44%
UBG
2072
United Bank (Georgia)
Georgia
$1.51M -$1.78K -6 -0.1%
BCG
2073
Breakwater Capital Group
New Jersey
$1.51M +$1.45M +4,885 New
WHC
2074
Wulff, Hansen & Co
California
$1.51M +$62.4K +210 +4%
BWM
2075
BCS Wealth Management
Tennessee
$1.51M -$226K -760 -13%

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.