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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
RA
2326
Rise Advisors
New York
$1.08M +$43.4K +146 +4%
DGAM
2327
Desjardins Global Asset Management
Quebec, Canada
$1.08M -$1.32M -4,440 -56%
FWP
2328
Firethorn Wealth Partners
Georgia
$1.08M +$23.8K +80 +2%
EFM
2329
E Fund Management
China
$1.08M -$49.6K -167 -5%
MAC
2330
Mason & Associates (California)
California
$1.07M +$46.6K +157 +5%
TWM
2331
TriaGen Wealth Management
California
$1.07M
SMI
2332
Shelter Mutual Insurance
Missouri
$1.07M
SAM
2333
S.A. Mason
Michigan
$1.07M -$594 -2 -0.1%
FNB
2334
Farmers National Bank
Kentucky
$1.06M -$24.1K -81 -2%
NIC
2335
Northwest Investment Counselors
Oregon
$1.06M +$29.7K +100 +3%
RWI
2336
Red Wave Investments
Pennsylvania
$1.06M -$110K -369 -10%
EP
2337
Essential Planning
New Hampshire
$1.06M +$764K +2,572 +184%
BONST
2338
Bank of Nova Scotia Trust
Ontario, Canada
$1.06M +$105K +352 +11%
BOM
2339
Bank of Marin
California
$1.06M -$1.49K -5 -0.1%
TFGT
2340
TS Financial Group (TSFG)
Illinois
$1.06M +$89.1K +300 +10%
BCM
2341
Basso Capital Management
Connecticut
$1.06M +$1.02M +3,425 New
GA
2342
Greenspring Advisors
Maryland
$1.05M
GCAC
2343
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.05M +$125K +421 +15%
SGK
2344
Steigerwald Gordon & Koch
Virginia
$1.05M -$63K -212 -6%
JMFC
2345
J.M. Forbes & Co
Massachusetts
$1.05M
AIM
2346
Athena Investment Management
California
$1.05M -$14.3K -48 -1%
WAS
2347
Wealth Advisory Solutions
Indiana
$1.05M -$159K -536 -14%
AC
2348
Aristides Capital
Kentucky
$1.05M
LF
2349
Lantz Financial
Illinois
$1.05M +$65.9K +222 +7%
BCP
2350
Blue Chip Partners
Michigan
$1.05M -$19.3K -65 -2%

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.