We are live on ! Find out more
BRK.B icon

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
CBT
2526
CoreFirst Bank & Trust
Kansas
$649K +$9.68K +34 +1%
SHFA
2527
SC&H Financial Advisors
Maryland
$648K -$2.28K -8 -0.3%
RAM
2528
Riggs Asset Management
Pennsylvania
$648K
OFP
2529
OLIO Financial Planning
Virginia
$648K +$285 +1 +0%
EIG
2530
Ellenbecker Investment Group
Wisconsin
$648K +$48.7K +171 +8%
S
2531
Surevest
California
$647K
MC
2532
Machina Capital
France
$647K +$299K +1,052 +77%
PWA
2533
Primoris Wealth Advisors
Florida
$646K -$37.6K -132 -5%
CAG
2534
Compass Advisory Group
New York
$645K
VIM
2535
Vista Investment Management
Pennsylvania
$645K +$7.4K +26 +1%
DP
2536
Dearborn Partners
Illinois
$644K +$21.1K +74 +3%
WFA
2537
WMG Financial Advisors
Tennessee
$644K +$25.6K +90 +4%
CAM
2538
Congress Asset Management
Massachusetts
$639K -$569 -2 -0.1%
CFD
2539
Creative Financial Designs
Indiana
$638K +$54.1K +190 +9%
WI
2540
WrapManager Inc
California
$637K +$91.3K +321 +16%
PS
2541
Planned Solutions
California
$636K
SC
2542
Schoolcraft Capital
Colorado
$634K
OLA
2543
Oliver Luxxe Assets
New Jersey
$633K -$25K -88 -4%
BP
2544
Broadleaf Partners
Ohio
$633K -$3.98K -14 -0.6%
VEA
2545
Virtus ETF Advisers
New York
$633K +$51.2K +180 +8%
EWA
2546
EverSource Wealth Advisors
Alabama
$633K +$113K +397 +20%
WAS
2547
WESPAC Advisors SoCal
California
$633K +$220K +774 +56%
SWIG
2548
Strategic Wealth Investment Group
Kentucky
$633K +$390K +1,372 +137%
PAM
2549
Palisade Asset Management
Minnesota
$632K
SIS
2550
Sound Income Strategies
Florida
$632K +$23.9K +84 +4%

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.