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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
KAM
2101
Knightsbridge Asset Management
California
$1.45M -$24.9K -84 -2%
TFP
2102
Tilia Fiduciary Partners
North Carolina
$1.45M +$43.7K +147 +3%
MGIM
2103
M&G Investment Management
United Kingdom
$1.44M
WMP
2104
Wealth Management Partners
Arizona
$1.44M
IP
2105
Ignite Planners
California
$1.44M +$1.38M +4,662 New
GFG
2106
Greystone Financial Group
Michigan
$1.44M -$36.8K -124 -3%
AP
2107
Adero Partners
California
$1.44M +$81.4K +274 +6%
AFS
2108
Aft Forsyth & Sober
Florida
$1.44M
PNAA
2109
Pictet North America Advisors
Switzerland
$1.44M
AWG
2110
Altus Wealth Group
Colorado
$1.44M +$219K +739 +19%
HRC
2111
Hoertkorn Richard Charles
$1.43M
AIC
2112
Archer Investment Corporation
Indiana
$1.43M +$14.8K +50 +1%
SRAM
2113
Spouting Rock Asset Management
Pennsylvania
$1.43M -$365K -1,230 -21%
CYG
2114
Clean Yield Group
Vermont
$1.43M +$612K +2,060 +81%
CC
2115
Capital Counsel
New York
$1.43M -$59.4K -200 -4%
BST
2116
Bath Savings Trust
Maine
$1.42M +$23.8K +80 +2%
EI
2117
Ethic Inc
New York
$1.42M +$322K +1,084 +31%
AA
2118
Alta Advisers
United Kingdom
$1.42M
LCM
2119
LVM Capital Management
Michigan
$1.42M -$37.1K -125 -3%
GAM
2120
Gemmer Asset Management
California
$1.42M +$297 +1 +0%
GHA
2121
GW Henssler & Associates
Georgia
$1.42M +$7.13K +24 +0.5%
BA
2122
Bluesphere Advisors
Pennsylvania
$1.42M
EP
2123
Eudaimonia Partners
Tennessee
$1.41M -$281K -945 -17%
CP
2124
Camelot Portfolios
Ohio
$1.41M +$875K +2,945 +181%
FFG
2125
Ford Financial Group
California
$1.41M -$29.7K -100 -2%

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.