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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
WH
2126
Willner & Heller
California
$1.41M +$5.05K +17 +0.4%
I2I
2127
Insight 2811 Inc
Illinois
$1.4M +$109K +368 +9%
Edgewood Management
2128
Edgewood Management
Connecticut
$1.4M
LWAM
2129
Legacy Wealth Asset Management
Minnesota
$1.4M +$6.83K +23 +0.5%
JSW
2130
Journey Strategic Wealth
New Jersey
$1.4M -$162K -544 -11%
LT
2131
Legacy Trust
Michigan
$1.39M +$1.34M +4,511 New
SCA
2132
Sage Capital Advisors
South Dakota
$1.39M +$132K +445 +11%
SCA
2133
Stonebridge Capital Advisors
Minnesota
$1.39M +$102K +344 +8%
PPP
2134
Private Portfolio Partners
New Jersey
$1.39M -$280K -943 -17%
FC
2135
Fiduciary Counselling
Minnesota
$1.39M +$1.34M +4,500 New
BWP
2136
BSW Wealth Partners
Colorado
$1.39M +$85.8K +289 +7%
MMG
2137
Monetary Management Group
Missouri
$1.39M -$29.7K -100 -2%
WCA
2138
Waypoint Capital Advisors
Minnesota
$1.39M
KMWM
2139
Keudell/Morrison Wealth Management
Oregon
$1.39M -$14.6K -49 -1%
FMN
2140
Financial Management Network
California
$1.38M -$44.5K -150 -3%
RPGK
2141
Retirement Planning Group (Kansas)
Kansas
$1.38M +$14.6K +49 +1%
IF
2142
Intrua Financial
Texas
$1.38M +$76K +256 +6%
SA
2143
Shilanski & Associates
Alaska
$1.37M -$3.43M -11,536 -72%
PO
2144
Private Ocean
California
$1.37M -$18.1K -61 -1%
B
2145
Bensler
Washington
$1.37M +$2.38K +8 +0.2%
FCM
2146
Family Capital Management
Michigan
$1.36M +$1.31M +4,416 New
AFC
2147
AFT Forsyth & Company
Florida
$1.36M +$22.3K +75 +2%
FNBOH
2148
First National Bank of Hutchinson
Kansas
$1.36M +$4.46K +15 +0.3%
VCM
2149
Vision Capital Management
Oregon
$1.35M
RP
2150
Riverwater Partners
Wisconsin
$1.35M -$9.5K -32 -0.7%

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.