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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
CNB
2451
Camden National Bank
Maine
$929K -$41.6K -140 -4%
DAM
2452
Doheny Asset Management
California
$927K +$14.8K +50 +2%
GDP
2453
Great Diamond Partners
Maine
$923K -$51.4K -173 -5%
SSA
2454
South Street Advisors
New York
$921K
SFP
2455
Sandbox Financial Partners
Maryland
$920K +$63K +212 +8%
CHJWM
2456
Carlton Hofferkamp & Jenks Wealth Management
Texas
$920K -$14.8K -50 -2%
IWN
2457
Independent Wealth Network
Iowa
$920K +$66.5K +224 +8%
YDMI
2458
Y.D. More Investments
Israel
$919K +$883K +2,973 New
GSB
2459
Greenfield Savings Bank
Massachusetts
$917K
FC
2460
Farley Capital
New York
$916K
WFM
2461
Wolff Financial Management
Michigan
$916K +$56.4K +190 +7%
AWM
2462
Accurate Wealth Management
Florida
$914K +$399K +1,344 +87%
FW
2463
FirstPurpose Wealth
Utah
$913K +$24.6K +83 +3%
RHJA
2464
Rice Hall James & Associates
California
$913K -$365K -1,229 -29%
OHWA
2465
Oak Hill Wealth Advisors
Virginia
$912K +$877K +2,953 New
HSWM
2466
Hubbell Strickland Wealth Management
Louisiana
$912K +$29.7K +100 +4%
KTA
2467
Keeley-Teton Advisors
Illinois
$911K -$2.38K -8 -0.3%
HA
2468
Herold Advisors
New York
$911K
EL
2469
Essex LLC
Illinois
$911K +$7.42K +25 +0.9%
PCA
2470
Prosperity Capital Advisors
Ohio
$911K +$875K +2,948 New
GAG
2471
GM Advisory Group
New York
$908K -$1.19K -4 -0.1%
BBP
2472
Banco BTG Pactual
Brazil
$907K +$179K +602 +26%
BEW
2473
Burton Enright Welch
California
$903K +$97.1K +327 +13%
TFA
2474
Triad Financial Advisors
North Carolina
$902K -$134K -450 -13%
KPWG
2475
KFA Private Wealth Group
Virginia
$901K -$112K -378 -11%

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.