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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
HG
2576
Harbor Group
New Hampshire
$605K +$52.4K +184 +9%
CSIA
2577
Carl Stuart Investment Advisor
Texas
$603K
AAIM
2578
American Assets Investment Management
California
$601K
RCA
2579
Rex Capital Advisors
Rhode Island
$601K
ME
2580
McIlrath & Eck
Washington
$600K +$152K +534 +31%
AFS
2581
Access Financial Services
Minnesota
$599K
SCA
2582
Spearhead Capital Advisors
Florida
$598K +$14.5K +51 +2%
FOA
2583
Five Oceans Advisors
California
$596K -$3.42K -12 -0.5%
GG
2584
Golden Green
South Carolina
$596K +$414K +1,455 +187%
FFM
2585
Forum Financial Management
Illinois
$594K +$854 +3 +0.1%
CBB
2586
Citizens Business Bank
California
$591K -$777K -2,730 -55%
CWM
2587
Concentric Wealth Management
California
$590K
JWS
2588
Juncture Wealth Strategies
Arizona
$590K +$77.4K +272 +14%
HCM
2589
Hengehold Capital Management
Ohio
$589K +$12.5K +44 +2%
LFA
2590
Legend Financial Advisors
Pennsylvania
$588K -$21.9K -77 -3%
NCM
2591
Noesis Capital Mangement
Florida
$587K +$11.4K +40 +2%
CIA
2592
Cascade Investment Advisors
Oregon
$585K -$176K -620 -24%
FDS
2593
First Dallas Securities
Texas
$581K
MGAM
2594
McGowan Group Asset Management
Texas
$581K
CWM
2595
CarsonAllaria Wealth Management
Illinois
$581K +$41.8K +147 +7%
FMP
2596
Financial Management Professionals
Texas
$579K +$2.85K +10 +0.5%
BCMLT
2597
Beacon Capital Management LLC (Tennessee)
Tennessee
$578K -$7.11K -25 -1%
PWM
2598
Prentice Wealth Management
New York
$577K +$614K +2,159 New
CPW
2599
Catalyst Private Wealth
California
$576K -$1.99K -7 -0.3%
VC
2600
Veracity Capital
Georgia
$576K +$28.5K +100 +5%

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.