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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
FBT
2401
First Bank & Trust
South Dakota
$984K -$38K -128 -4%
BI
2402
Bramshill Investments
Florida
$982K
CPWA
2403
Cerro Pacific Wealth Advisors
California
$980K +$4.46K +15 +0.5%
WB
2404
Webster Bank
Connecticut
$980K -$138K -464 -13%
BRA
2405
Biechele Royce Advisors
Indiana
$980K +$374K +1,260 +66%
PFWA
2406
Paces Ferry Wealth Advisors
Georgia
$976K -$1.78K -6 -0.2%
NFP
2407
Narus Financial Partners
Utah
$976K +$12.2K +41 +1%
EI
2408
Ellevest Inc
New York
$974K +$689K +2,321 +279%
HHGA
2409
Halbert Hargrove Global Advisors
California
$973K -$1.38M -4,655 -60%
S
2410
swisspartners
Liechtenstein
$973K -$4.19M -14,120 -82%
CCM
2411
Colorado Capital Management
Colorado
$971K
PSCM
2412
Per Stirling Capital Management
Texas
$968K +$931K +3,135 New
PCMK
2413
Paragon Capital Management (Kansas)
Kansas
$968K
PSP
2414
Pacific Sage Partners
Washington
$963K +$926K +3,117 New
CIM
2415
Chapman Investment Management
California
$963K
TI
2416
tru Independence
Oregon
$962K -$1.49K -5 -0.2%
SFG
2417
Sovereign Financial Group
Connecticut
$960K +$148K +499 +19%
LTI
2418
Laffer Tengler Investments
Tennessee
$960K +$111K +375 +14%
KBG
2419
Kahn Brothers Group
New York
$960K
MSWM
2420
McGlone Suttner Wealth Management
Wisconsin
$959K +$922K +3,106 New
ODIJL
2421
One Day In July LLC
Vermont
$958K -$27.3K -92 -3%
SFG
2422
Summit Financial Group
West Virginia
$958K
AG
2423
AIA Group
Hong Kong
$956K +$547K +1,843 +147%
SOS
2424
Silver Oak Securities
Tennessee
$954K -$778K -2,619 -46%
GPA
2425
Garrison Point Advisors
California
$953K -$1.19K -4 -0.1%

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.