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Berkshire Hathaway Class B

3,339 hedge funds and large institutions have $223B invested in Berkshire Hathaway Class B in 2022 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 1,498 increasing their positions, 1,130 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $4.44B | Put options by funds: $3.15B

33% more repeat investments, than reductions

Existing positions increased: 1,498 | Existing positions reduced: 1,130

6% more funds holding in top 10

Funds holding in top 10: 577612 (+35)

9% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 108

0.95% less ownership

Funds ownership: 65.25%64.3% (-0.95%)

3% less capital invested

Capital invested by funds: $228B → $223B (-$5.82B)

1% less funds holding

Funds holding: 3,3743,339 (-35)

Holders
3,339
Holders Change
-35
Holders Change %
-1.04%
% of All Funds
57.52%
Holding in Top 10
612
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+6.07%
% of All Funds
10.54%
New
118
Increased
1,498
Reduced
1,130
Closed
108
Calls
$4.44B
Puts
$3.15B
Net Calls
+$1.29B
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
2476
Columbia Trust
Oregon
$691K -$58.3K -205 -7%
SEIA
2477
Signature Estate & Investment Advisors
California
$691K -$45K -158 -6%
FNBTCON
2478
First National Bank & Trust Co of Newtown
Pennsylvania
$690K
IF
2479
Integrity Financial
Wyoming
$688K -$19.9K -70 -3%
NJBEST
2480
New Jersey Better Educational Savings Trust
New Jersey
$687K
WF
2481
Warner Financial
Maryland
$687K
HA
2482
Hofer & Associates
California
$687K +$19.6K +69 +3%
VWM
2483
Vigilare Wealth Management
Arizona
$685K
BAM
2484
Blueshift Asset Management
New Jersey
$685K +$110K +386 +18%
WTFG
2485
Wells Trecaso Financial Group
Ohio
$684K +$2.85K +10 +0.4%
GA
2486
Geller Advisors
New York
$683K -$157K -551 -18%
CYG
2487
Clean Yield Group
Vermont
$683K
SWM
2488
Sendero Wealth Management
Texas
$682K -$410K -1,441 -36%
WP
2489
Wealthspan Partners
Iowa
$680K +$13.4K +47 +2%
W
2490
Wealthquest
Ohio
$679K
BFA
2491
Bill Few Associates
Pennsylvania
$677K
FPF
2492
First Pacific Financial
Washington
$676K +$49.8K +175 +7%
DP
2493
Denver PWM
Colorado
$675K
SW
2494
SkyOak Wealth
Michigan
$674K +$1.71K +6 +0.2%
SAM
2495
Strategic Asset Management
Minnesota
$674K +$5.69K +20 +0.8%
KCM
2496
Kornitzer Capital Management
Kansas
$673K -$24.2K -85 -3%
PC
2497
Permit Capital
Pennsylvania
$672K
PSP
2498
Principal Street Partners
Tennessee
$672K +$716K +2,516 New
ZB
2499
Zions Bancorporation
Utah
$671K -$61.2K -215 -8%
PFG
2500
PAX Financial Group
Texas
$669K -$6.83K -24 -0.9%

BRK.B Hedge Fund Activity: Q3 2022 in Review

3,339 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2022, worth a combined $223B — down 2.5% from $228B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new BRK.B positions and 108 closed out — a net gain of 10 holders — while 1,498 added to existing stakes and 1,130 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $478M. The largest seller was Gates Foundation Trust, cutting an estimated $1.42B.

  • 3,339 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2022, down from 3,374 in Q2 2022.
  • Funds reported $223B of Berkshire Hathaway Class B stock for Q3 2022, down 2.5% quarter-over-quarter.
  • 118 funds opened new Berkshire Hathaway Class B positions in Q3 2022 and 108 closed out, a net change of +10 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2022 was GQG Partners, an estimated $478M added.
  • The largest Berkshire Hathaway Class B seller in Q3 2022 was Gates Foundation Trust, an estimated $1.42B sold.

Based on aggregated 13F filings for Q3 2022.