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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
WI
2201
Wedgewood Investors
Pennsylvania
$1.26M
AWP
2202
Abacus Wealth Partners
California
$1.26M -$487K -1,640 -29%
AWA
2203
Aletheian Wealth Advisors
Washington
$1.26M +$949K +3,195 +368%
LFA
2204
Legacy Financial Advisors
Kentucky
$1.25M +$198K +667 +20%
LNWTC
2205
Laird Norton Wetherby Trust Company
Washington
$1.25M +$377K +1,270 +46%
BAM
2206
Byrne Asset Management
New Jersey
$1.25M +$3.56K +12 +0.3%
WAOTB
2207
Wealth Advisors of Tampa Bay
Florida
$1.25M
LP
2208
LGL Partners
Pennsylvania
$1.25M -$37.1K -125 -3%
FC
2209
Family CFO
California
$1.25M
PG
2210
Pendal Group
Australia
$1.25M -$104K -351 -8%
SWA
2211
Sax Wealth Advisors
New Jersey
$1.25M +$139K +468 +13%
PPWM
2212
Paragon Private Wealth Management
Kentucky
$1.24M +$122K +411 +11%
BMM
2213
Buffington Mohr McNeal
Idaho
$1.24M -$16.6K -56 -1%
JMF
2214
Johnson Midwest Financial
Iowa
$1.24M
MLFP
2215
MPS Loria Financial Planners
Illinois
$1.24M -$26.1K -88 -2%
NI
2216
NFC Investments
Tennessee
$1.24M -$18.1K -61 -2%
SWA
2217
Sutton Wealth Advisors
Florida
$1.23M +$15.7K +53 +1%
CC
2218
Callan Capital
California
$1.23M +$851K +2,865 +254%
PM
2219
Penbrook Management
New York
$1.23M
FEG
2220
Financial Enhancement Group
Indiana
$1.23M -$374K -1,258 -24%
LA
2221
Latitude Advisors
Florida
$1.23M -$69.8K -235 -6%
SGI
2222
Summit Global Investments
Utah
$1.23M -$1.35M -4,561 -53%
AP
2223
Atwood & Palmer
Missouri
$1.23M -$62.4K -210 -5%
SIM
2224
SSI Investment Management
California
$1.23M
PI
2225
PFS Investments
Georgia
$1.23M +$214K +720 +22%

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.