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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
HP
2226
Holowesko Partners
Bahamas
$1.22M
EWP
2227
Engrave Wealth Partners
Texas
$1.22M +$385K +1,298 +49%
CFS
2228
Cannon Financial Strategists
Georgia
$1.22M -$300K -1,011 -20%
JGIA
2229
Jackson Grant Investment Advisers
Connecticut
$1.22M
RG
2230
Renaissance Group
Kentucky
$1.22M -$39.8K -134 -3%
BFA
2231
Brown Financial Advisory
Alabama
$1.22M
KFA
2232
Kapstone Financial Advisors
Ohio
$1.21M +$1.16M +3,895 New
CFA
2233
Capstone Financial Advisors
Illinois
$1.21M -$28.5K -96 -2%
OCBCO
2234
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.21M +$1.16M +3,920 New
KCFA
2235
Key Client Fiduciary Advisors
New Jersey
$1.21M +$227K +764 +24%
GSC
2236
G&S Capital
Colorado
$1.21M +$52.3K +176 +5%
HCM
2237
Howard Capital Management
Georgia
$1.21M +$791K +2,664 +215%
ARG
2238
Advisory Resource Group
Oklahoma
$1.2M
PWMG
2239
Provence Wealth Management Group
California
$1.2M +$728K +2,451 +170%
KA
2240
Kercheville Advisors
Texas
$1.2M -$4.46K -15 -0.4%
RW
2241
RVW Wealth
California
$1.2M +$69.8K +235 +6%
EFL
2242
ERn Financial LLC
Wisconsin
$1.2M +$469K +1,579 +69%
DMBA
2243
Deseret Mutual Benefit Administrators
Utah
$1.2M -$951K -3,201 -45%
FRA
2244
Front Row Advisors
California
$1.19M +$5.05K +17 +0.4%
VCM
2245
Virtue Capital Management
Tennessee
$1.19M +$79.9K +269 +7%
LF
2246
LifeSteps Financial
California
$1.19M +$209K +704 +22%
FNFDCM
2247
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.19M -$157K -530 -12%
TCWM
2248
Total Clarity Wealth Management
Illinois
$1.19M +$105K +354 +10%
LJHT
2249
Laurie J. Hall Trustee
$1.19M -$147K -496 -11%
LWMG
2250
Levy Wealth Management Group
Pennsylvania
$1.19M -$5.35K -18 -0.5%

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.