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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
JWM
2426
Jessup Wealth Management
Ohio
$953K +$916K +3,085 New
KLCM
2427
KG&L Capital Management
Louisiana
$953K +$184K +621 +25%
FUBT
2428
First United Bank & Trust
Maryland
$951K -$2.97K -10 -0.3%
CRWM
2429
Castle Rock Wealth Management
California
$950K +$50.8K +171 +6%
GPA
2430
Guerra Pan Advisors
New Jersey
$950K
MAM
2431
McLean Asset Management
Virginia
$948K -$594 -2 -0.1%
PP
2432
Patron Partners
Texas
$948K +$14.8K +50 +2%
TC
2433
Tacita Capital
Ontario, Canada
$948K
HFS
2434
Howard Financial Services
Texas
$947K +$595K +2,005 +189%
CCM
2435
Campbell Capital Management
Florida
$946K
DC
2436
DeDora Capital
California
$944K
AW
2437
Avion Wealth
Texas
$944K
CCP
2438
Clarkston Capital Partners
Michigan
$944K +$13.7K +46 +2%
IFO
2439
Independent Family Office
New York
$944K -$1.49K -5 -0.2%
BMC
2440
Beaton Management Company
Massachusetts
$941K
GSAM
2441
Grant Street Asset Management
Pennsylvania
$941K
EFG
2442
Ethos Financial Group
Pennsylvania
$937K +$900K +3,032 New
MJP
2443
Michael J. Puzo
$936K -$77.2K -260 -8%
MCWS
2444
McKinley Carter Wealth Services
West Virginia
$935K -$105K -354 -10%
CFP
2445
Curran Financial Partners
South Carolina
$935K +$899K +3,027 New
BPFA
2446
Barnes Pettey Financial Advisors
Mississippi
$933K -$30.9K -104 -3%
SA
2447
Sunesis Advisors
Kansas
$933K -$7.42K -25 -0.8%
VBFP
2448
Valtinson Bruner Financial Planning
Minnesota
$933K +$216K +729 +32%
SHWM
2449
Silicon Hills Wealth Management
Texas
$931K -$4.46K -15 -0.5%
FA
2450
Financial Alternatives
California
$930K +$895K +3,012 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.