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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
SAF
2301
Smith Anglin Financial
Texas
$1.12M +$8.31K +28 +0.8%
JC
2302
JB Capital
Connecticut
$1.12M +$133K +447 +14%
TCM
2303
Tandem Capital Management
New Jersey
$1.11M +$45.7K +154 +4%
MCM
2304
MV Capital Management
Maryland
$1.1M +$19K +64 +2%
SIA
2305
SkyView Investment Advisors
New Jersey
$1.1M -$37.4K -126 -3%
ODG
2306
O'Dell Group
Ohio
$1.1M -$40.4K -136 -4%
CSWG
2307
Cardinal Strategic Wealth Guidance
Kentucky
$1.1M -$98.6K -332 -9%
RFA
2308
Register Financial Advisors
Georgia
$1.1M +$1.06M +3,561 New
PG
2309
Proffitt & Goodson
Tennessee
$1.1M -$23.8K -80 -2%
WAOI
2310
Wealth Advisors of Iowa
Iowa
$1.1M
9WM
2311
9258 Wealth Management
Ohio
$1.09M +$65K +219 +7%
D
2312
Diversified
Delaware
$1.09M +$261K +879 +33%
LK
2313
Lumbard & Kellner
New Hampshire
$1.09M +$22.6K +76 +2%
CA
2314
Cresta Advisors
Texas
$1.09M +$153K +515 +17%
PWM
2315
PBMares Wealth Management
Virginia
$1.09M -$144K -484 -12%
BP
2316
BCK Partners
New York
$1.09M +$184K +621 +21%
KWM
2317
Keebeck Wealth Management
Illinois
$1.09M +$17.2K +58 +2%
MWM
2318
Mascoma Wealth Management
New Hampshire
$1.09M -$10.1K -34 -1%
AWM
2319
AllSquare Wealth Management
New York
$1.09M +$8.91K +30 +0.9%
CFP
2320
Cypress Financial Planning
New Jersey
$1.09M +$1.78K +6 +0.2%
WPW
2321
Watershed Private Wealth
Illinois
$1.08M +$1.04M +3,507 New
SWM
2322
Silverlake Wealth Management
Vermont
$1.08M +$17.2K +58 +2%
TWM
2323
TMD Wealth Management
Arizona
$1.08M -$104K -351 -9%
AA
2324
Advisory Alpha
Michigan
$1.08M +$29.7K +100 +3%
FCM
2325
Fortis Capital Management
Washington
$1.08M +$26.1K +88 +3%

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.