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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
CJL
2251
Cyrus J. Lawrence
New York
$1.19M -$4.46K -15 -0.4%
CA
2252
CGN Advisors
Kansas
$1.19M -$626K -2,107 -35%
CNBT
2253
Cornerstone National Bank & Trust
Illinois
$1.19M -$15.7K -53 -1%
ACA
2254
Aspire Capital Advisors
Washington
$1.19M +$2.67K +9 +0.2%
FFBTD
2255
First Financial Bank - Trust Division
Ohio
$1.19M -$49.6K -167 -4%
BIA
2256
Biondo Investment Advisors
Pennsylvania
$1.18M
OHIS
2257
Oak Harvest Investment Services
Texas
$1.18M -$79.3K -267 -7%
W
2258
WealthOne
New York
$1.18M +$187K +630 +20%
KL
2259
KilterHowling LLC
Colorado
$1.18M +$1.49K +5 +0.1%
PA
2260
Parkside Advisors
California
$1.18M
GCM
2261
Gibraltar Capital Management
Oklahoma
$1.17M -$24.4K -82 -2%
MA
2262
MKT Advisors
California
$1.17M +$33.9K +114 +3%
CG
2263
CFO4Life Group
Texas
$1.17M +$134K +450 +13%
C
2264
CFO4Life
Texas
$1.17M +$1.12M +3,788 New
SAM
2265
Sequent Asset Management
Texas
$1.17M +$58.8K +198 +6%
BDF
2266
Black Diamond Financial
Maryland
$1.17M +$17.8K +60 +2%
YIH
2267
Y-Intercept (HK)
Hong Kong
$1.17M -$2.41M -8,125 -68%
SIC
2268
Sigma Investment Counselors
Michigan
$1.17M +$114K +383 +11%
SHJ
2269
Sharkey, Howes & Javer
Colorado
$1.17M +$297 +1 +0%
SOAMC
2270
Spirit of America Management Corp
New York
$1.16M
PWMG
2271
Prestige Wealth Management Group
New Jersey
$1.16M +$2.67K +9 +0.2%
WI
2272
WrapManager Inc
California
$1.16M +$410K +1,381 +58%
VCM
2273
Vigilant Capital Management
Maine
$1.16M -$134K -450 -11%
AMG
2274
Advisors Management Group
Wisconsin
$1.16M
APG
2275
Abacus Planning Group
South Carolina
$1.16M -$936K -3,153 -46%

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.