We are live on ! Find out more
BRK.B icon

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
KIG
2351
Kowal Investment Group
Wisconsin
$1.05M -$8.61K -29 -0.8%
AGC
2352
Aspen Grove Capital
Colorado
$1.05M +$1M +3,383 New
PRWA
2353
Platte River Wealth Advisors
Colorado
$1.04M -$157K -528 -14%
CWM
2354
Concentrum Wealth Management
California
$1.04M +$115K +388 +13%
KCM
2355
Kathmere Capital Management
Pennsylvania
$1.04M +$76.3K +257 +8%
CFLC
2356
California First Leasing Corp
California
$1.04M
LPIC
2357
LeJeune Puetz Investment Counsel
Michigan
$1.04M
MA
2358
McBroom & Associates
Nevada
$1.04M
CWM
2359
Curi Wealth Management
North Carolina
$1.04M -$14.6K -49 -1%
FNBOSM
2360
First National Bank of South Miami
Florida
$1.04M
AWA
2361
Acorn Wealth Advisors
Michigan
$1.03M +$8.91K +30 +0.9%
FIM
2362
Fernwood Investment Management
Massachusetts
$1.03M -$2.97K -10 -0.3%
WIA
2363
World Investment Advisors
California
$1.03M -$56.4K -190 -5%
HT
2364
HighTower Trust
Texas
$1.03M -$2.67K -9 -0.3%
PP
2365
Prosperity Planning
Missouri
$1.03M
CG
2366
Clarus Group
Texas
$1.03M -$14.8K -50 -1%
LCM
2367
Liberty Capital Management
Michigan
$1.02M
CA
2368
Corrado Advisors
New Jersey
$1.02M -$29.7K -100 -3%
CRI
2369
Colonial River Investments
Virginia
$1.02M +$30.9K +104 +3%
RP
2370
Riverbridge Partners
Minnesota
$1.02M
C
2371
Certuity
Florida
$1.02M +$208K +700 +27%
NCM
2372
Northwest Capital Management
Oregon
$1.01M
AL
2373
ACAS LLC
California
$1.01M +$975K +3,283 New
WFAG
2374
Wescott Financial Advisory Group
Pennsylvania
$1.01M +$70.4K +237 +8%
TWM
2375
Tanager Wealth Management
United Kingdom
$1.01M +$971K +3,269 New

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.