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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
OIA
2276
Optimum Investment Advisors
Illinois
$1.16M -$89.1K -300 -7%
G
2277
GenTrust
Florida
$1.16M -$23.8K -80 -2%
CIA
2278
Cladis Investment Advisory
Montana
$1.15M -$86.4K -291 -7%
FCT
2279
First Community Trust
Iowa
$1.15M +$61.2K +206 +6%
EB
2280
Eastern Bank
Massachusetts
$1.15M +$10.7K +36 +1%
SIC
2281
SFE Investment Counsel
California
$1.14M -$63.9K -215 -5%
CCM
2282
Community Capital Management
Florida
$1.14M
AWM
2283
Angeles Wealth Management
California
$1.14M -$241K -811 -18%
AWA
2284
Amplius Wealth Advisors
Pennsylvania
$1.14M -$5.05K -17 -0.5%
BA
2285
Bard Associates
Illinois
$1.14M
RVPG
2286
Relative Value Partners Group
$1.14M +$35.3K +119 +3%
CWM
2287
Centurion Wealth Management
Virginia
$1.14M +$1.09M +3,680 New
KA
2288
KLCM Advisors
Wisconsin
$1.13M +$195K +658 +22%
RGF
2289
Retirement Guys Formula
Ohio
$1.13M +$179K +602 +20%
BWA
2290
Boulder Wealth Advisors
Colorado
$1.13M +$1.09M +3,657 New
CA
2291
Claro Advisors
Massachusetts
$1.13M -$50.2K -169 -4%
TI
2292
Trigran Investments
Illinois
$1.13M
JF
2293
Jump Financial
Illinois
$1.13M +$236K +793 +28%
MSS
2294
Mitchell Sinkler & Starr
Pennsylvania
$1.12M +$1.08M +3,638 New
FCM
2295
Fourpath Capital Management
Oklahoma
$1.12M -$572K -1,926 -35%
SFP
2296
Sweet Financial Partners
Minnesota
$1.12M +$1.49K +5 +0.1%
PWA
2297
Physician Wealth Advisors
Utah
$1.12M -$31.5K -106 -3%
JVBC
2298
J.V. Bruni & Co
Colorado
$1.12M -$24.4K -82 -2%
B
2299
Bridgeworth
Alabama
$1.12M
FEM
2300
Fulcrum Equity Management
Texas
$1.12M +$54.6K +184 +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.