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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
IWA
2376
Inspirion Wealth Advisors
Illinois
$1.01M -$11.9K -40 -1%
GBT
2377
Grove Bank & Trust
Florida
$1.01M -$41.9K -141 -4%
RRCM
2378
Rappaport Reiches Capital Management
Illinois
$1.01M
AF
2379
Affiance Financial
Minnesota
$1.01M +$48.4K +163 +5%
AT
2380
Arden Trust
Delaware
$1.01M -$46.3K -156 -5%
HSG
2381
Helen Stephens Group
Texas
$1.01M -$12.5K -42 -1%
VST
2382
Van Strum & Towne
California
$1.01M -$34.7K -117 -3%
C
2383
Covestor
United Kingdom
$1M +$24.9K +84 +3%
IA
2384
IFG Advisors
Missouri
$1M
KFI
2385
Key Financial Inc
Pennsylvania
$1M
FC
2386
Financial Consulate
Maryland
$999K
E
2387
ETFidea
New York
$997K +$34.2K +115 +4%
ACM
2388
Adalta Capital Management
New York
$997K
CWA
2389
Cornerstone Wealth Advisors
Minnesota
$996K -$20.8K -70 -2%
BAM
2390
BOS Asset Management
Illinois
$996K +$957K +3,224 New
HP
2391
HT Partners
Connecticut
$995K -$13.4K -45 -1%
CGPCS
2392
Capital Group Private Client Services
California
$995K -$599K -2,017 -39%
GCM
2393
Gladius Capital Management
Illinois
$993K -$3.03M -10,193 -76%
CFO
2394
Colony Family Offices
North Carolina
$993K -$118K -396 -11%
AFT
2395
Alpha Family Trust
California
$992K +$217K +730 +29%
HGWM
2396
Horst & Graben Wealth Management
Oregon
$991K
NF
2397
Norwood Financial
Pennsylvania
$991K +$46.9K +158 +5%
BWIA
2398
Bryant Woods Investment Advisors
New York
$991K -$18.4K -62 -2%
KNFPWM
2399
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$986K +$948K +3,192 New
CMS
2400
Capital Market Strategies
Florida
$985K +$80.2K +270 +9%

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.