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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
M
2076
MOTCO
Texas
$1.49M -$59.4K -200 -4%
ME
2077
McIlrath & Eck
Washington
$1.49M +$769K +2,588 +115%
FFA
2078
Founders Financial Alliance
North Carolina
$1.49M +$10.1K +34 +0.7%
VFPI
2079
Vantage Financial Partners (Illinois)
Illinois
$1.49M
AIIMS
2080
Analyst IMS Investment Management Services
Israel
$1.49M -$44K -148 -3%
HCMG
2081
Howard Capital Management Group
California
$1.49M -$14.8K -50 -1%
SCA
2082
Sippican Capital Advisors
Massachusetts
$1.49M +$5.94K +20 +0.4%
WFI
2083
West Family Investments
California
$1.49M +$15.7K +53 +1%
AMBIA
2084
Allen Mooney & Barnes Investment Advisors
Georgia
$1.49M -$118K -398 -8%
RA
2085
Rational Advisors
New York
$1.48M -$563K -1,895 -28%
RWP
2086
Revolve Wealth Partners
New Jersey
$1.48M +$149K +502 +12%
WPW
2087
Warther Private Wealth
Ohio
$1.48M
BHA
2088
Beech Hill Advisors
New York
$1.47M +$22.3K +75 +2%
DSA
2089
Droms Strauss Advisors
Missouri
$1.47M +$26.7K +90 +2%
PGA
2090
Portland Global Advisors
Maine
$1.47M -$84.9K -286 -6%
EP
2091
Edgestream Partners
New Jersey
$1.47M +$970K +3,267 +218%
PP
2092
Pegasus Partners
Wisconsin
$1.47M -$39.8K -134 -3%
KFS
2093
Kurt F. Somerville
$1.47M
MLA
2094
My Legacy Advisors
Oregon
$1.46M +$70.4K +237 +5%
KWS
2095
Keystone Wealth Services
California
$1.46M +$3.56K +12 +0.3%
PSB
2096
Piscataqua Savings Bank
New Hampshire
$1.46M -$3.86K -13 -0.3%
BB
2097
Bell Bank
North Dakota
$1.46M
WE
2098
Wealth Effects
Massachusetts
$1.46M +$18.1K +61 +1%
SF
2099
Symphony Financial
Texas
$1.45M -$7.42K -25 -0.5%
LC
2100
LCNB Corp
Ohio
$1.45M -$17.5K -59 -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.