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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
MIA
2176
MMBG Investment Advisors
Florida
$1.28M
PPW
2177
Parcion Private Wealth
Washington
$1.28M
DWMG
2178
DB Wealth Management Group
California
$1.28M -$8.61K -29 -0.7%
GCP
2179
Gill Capital Partners
Colorado
$1.28M -$11.9K -40 -1%
TAM
2180
Trillium Asset Management
Massachusetts
$1.28M +$677K +2,278 +123%
MIA
2181
MainStreet Investment Advisors
Illinois
$1.28M -$1.29M -4,360 -51%
SHGA
2182
Sand Hill Global Advisors
California
$1.28M +$188K +632 +18%
LGA
2183
Lebenthal Global Advisors
New York
$1.27M +$1.78K +6 +0.1%
MAWCM
2184
Mine & Arao Wealth Creation & Management
California
$1.27M
LWP
2185
Laurel Wealth Planning
Minnesota
$1.27M
TI
2186
TTP Investments
California
$1.27M -$3.27K -11 -0.3%
PP
2187
Patten & Patten
Tennessee
$1.27M -$85.8K -289 -7%
TNAM
2188
Terra Nova Asset Management
New York
$1.27M +$27.9K +94 +2%
DPIM
2189
Duff & Phelps Investment Management
Illinois
$1.27M
GFWA
2190
Grey Fox Wealth Advisors
Delaware
$1.27M +$1.22M +4,101 New
CCA
2191
Column Capital Advisors
Indiana
$1.27M +$220M +741,408 +44,907%
POIA
2192
Pin Oak Investment Advisors
Texas
$1.27M
SCP
2193
Stevens Capital Partners
Nebraska
$1.27M +$1.22M +4,098 New
NAM
2194
NorthCrest Asset Manangement
Minnesota
$1.27M -$2.16M -7,274 -64%
ALAM
2195
Asahi Life Asset Management
Japan
$1.26M +$420K +1,415 +53%
MA
2196
MJP Associates
Connecticut
$1.26M +$31.8K +107 +3%
DS
2197
DRW Securities
Illinois
$1.26M -$5.03M -16,929 -81%
FNWM
2198
Financial Network Wealth Management
Utah
$1.26M
IA
2199
Insight Advisors
Pennsylvania
$1.26M +$30.3K +102 +3%
FVWA
2200
Foster Victor Wealth Advisors
South Carolina
$1.26M -$297 -1 -0%

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.