We are live on ! Find out more
BRK.B icon

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
RFN
2151
RDA Financial Network
Iowa
$1.35M +$32.7K +110 +3%
IP
2152
Investment Partners
Ohio
$1.35M -$561K -1,890 -30%
ACM
2153
Armbruster Capital Management
New York
$1.35M +$46.3K +156 +4%
OAM
2154
Occidental Asset Management
California
$1.34M -$16.3K -55 -1%
CIP
2155
Convergence Investment Partners
Florida
$1.34M -$93.8K -316 -7%
NWMG
2156
National Wealth Management Group
Ohio
$1.34M -$154K -518 -11%
GGHC
2157
Gilder Gagnon Howe & Co
New York
$1.34M -$2.38K -8 -0.2%
AFG
2158
Arkansas Financial Group
Arkansas
$1.33M -$71.9K -242 -5%
BWL
2159
Bogart Wealth LLC
Virginia
$1.33M -$415K -1,396 -24%
ORC
2160
O'Rourke & Company
Massachusetts
$1.33M +$53.5K +180 +4%
SPIO
2161
Seven Post Investment Office
California
$1.33M +$1.28M +4,303 New
FH
2162
FWG Holdings
Florida
$1.33M -$84K -283 -6%
BAAM
2163
Baker Avenue Asset Management
California
$1.32M +$122K +411 +11%
PT
2164
Plimoth Trust
Massachusetts
$1.32M +$45.4K +153 +4%
SPP
2165
Single Point Partners
Massachusetts
$1.32M +$202K +680 +19%
JFG
2166
JMG Financial Group
Illinois
$1.32M -$230K -775 -15%
OCM
2167
Orleans Capital Management
Louisiana
$1.31M
FLI
2168
Family Legacy Inc
South Carolina
$1.31M +$42.5K +143 +4%
SFS
2169
Strategic Financial Services
New York
$1.31M -$2.08K -7 -0.2%
PIA
2170
Powell Investment Advisors
Florida
$1.31M
RFG
2171
RFP Financial Group
Georgia
$1.3M +$1.25M +4,209 New
HWMA
2172
Heritage Wealth Management (Arizona)
Arizona
$1.29M +$652K +2,194 +110%
SWK
2173
Stephen W. Kidder
$1.29M +$755K +2,541 +155%
NMG
2174
New Millennium Group
Utah
$1.29M -$43.4K -146 -3%
BAG
2175
Bridgewealth Advisory Group
California
$1.29M +$1.24M +4,161 New

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.