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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
ACM
2501
Ategra Capital Management
Virginia
$669K -$15.9K -56 -2%
TA
2502
TCM Advisors
West Virginia
$668K
JWM
2503
Jupiter Wealth Management
Colorado
$667K
WJA
2504
Willis Johnson & Associates
Texas
$666K -$99.3K -349 -12%
FCAG
2505
First Capital Advisors Group
New Jersey
$666K -$13.4K -47 -2%
PW
2506
Peninsula Wealth
California
$664K +$569 +2 +0.1%
AFT
2507
Alpha Family Trust
California
$662K +$96.8K +340 +16%
SAG
2508
Spotlight Asset Group
Illinois
$662K +$666K +2,342 New
VFP
2509
Verus Financial Partners
Virginia
$661K +$21.1K +74 +3%
RRA
2510
Round Rock Advisors
Connecticut
$660K -$2.56K -9 -0.4%
KWM
2511
Kolinsky Wealth Management
New Jersey
$660K +$6.26K +22 +0.9%
PC
2512
Port Capital
Illinois
$660K +$60.6K +213 +9%
ST
2513
Somerset Trust
Pennsylvania
$660K +$427K +1,500 +154%
RP
2514
Rowlandmiller & Partners
Georgia
$660K +$45.5K +160 +7%
KLCM
2515
KG&L Capital Management
Louisiana
$658K
MPIA
2516
Mountain Pacific Investment Advisers
Idaho
$654K -$12.8K -45 -2%
GG
2517
Gleason Group
Kentucky
$654K +$21.6K +76 +3%
CG
2518
Corundum Group
Colorado
$653K +$569 +2 +0.1%
3F
2519
360 Financial
Minnesota
$653K +$339K +1,190 +95%
EA
2520
Efficient Advisors
Ohio
$653K +$695K +2,444 New
OCM
2521
Objective Capital Management
Ohio
$652K -$13.9K -49 -2%
TWM
2522
Triton Wealth Management
Arizona
$651K +$569 +2 +0.1%
CWP
2523
Curated Wealth Partners
California
$651K +$1.99K +7 +0.3%
HFBOT
2524
Home Federal Bank of Tennessee
Tennessee
$650K
MPM
2525
MBB Public Markets
Illinois
$649K

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.