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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
BIA
2551
Bigelow Investment Advisors
Maine
$631K
RWA
2552
RGT Wealth Advisors
Texas
$628K -$7.11K -25 -1%
EW
2553
Element Wealth
Mississippi
$628K
CAM
2554
Concorde Asset Management
Michigan
$628K +$428K +1,505 +177%
ONGA
2555
O'Neil Global Advisors
California
$627K -$61.5K -216 -8%
AIA
2556
Alera Investment Advisors
Illinois
$626K -$10.5K -37 -2%
BWM
2557
BlackDiamond Wealth Management
New York
$625K -$4.55K -16 -0.7%
TA
2558
Trellis Advisors
Washington
$625K +$24.2K +85 +4%
RCG
2559
Resource Consulting Group
Florida
$624K +$71.4K +251 +12%
BBP
2560
Banco BTG Pactual
Brazil
$623K +$336K +1,181 +102%
SWM
2561
Shelton Wealth Management
Texas
$622K -$3.7K -13 -0.6%
LC
2562
Landaas & Company
Wisconsin
$622K
IAG
2563
Investmark Advisory Group
Connecticut
$622K +$139K +490 +27%
CF
2564
Clarity Financial
Texas
$616K +$120K +421 +22%
RCM
2565
Radnor Capital Management
Pennsylvania
$614K
EFL
2566
ERn Financial LLC
Wisconsin
$614K +$88.5K +311 +16%
VBFP
2567
Valtinson Bruner Financial Planning
Minnesota
$613K -$108K -380 -14%
COCM
2568
Charter Oak Capital Management
New Hampshire
$613K -$12.2K -43 -2%
OAM
2569
Oak Asset Management
California
$612K -$159K -560 -20%
IAG
2570
Investment Advisory Group
Massachusetts
$611K -$3.7K -13 -0.6%
HFW
2571
Horizon Family Wealth
Illinois
$611K
VPI
2572
Value Partners Investments
Manitoba, Canada
$610K +$56.9K +200 +10%
SRC
2573
Sage Rhino Capital
California
$607K -$15.4K -54 -2%
CCM
2574
Crew Capital Management
Ohio
$606K +$34.1K +120 +6%
CIM
2575
CIM Investment Management
Pennsylvania
$605K

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.