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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
WF
2626
Wayfinding Financial
Washington
$549K +$13.9K +49 +2%
WCM
2627
Washburn Capital Management
Florida
$548K -$47K -165 -7%
NED
2628
Nancy E. Dempze
$548K -$7.11K -25 -1%
BWM
2629
BNC Wealth Management
Oregon
$548K
MFT
2630
Moisand Fitzgerald Tamayo
Florida
$548K +$33.3K +117 +6%
CWM
2631
Centric Wealth Management
Illinois
$547K -$16.2K -57 -3%
IA
2632
Inspire Advisors
Idaho
$547K
UBV
2633
United Bank (Virginia)
Virginia
$547K +$28.5K +100 +5%
MC
2634
Mayar Capital
United Kingdom
$544K
OAJ
2635
Ogorek Anthony Joseph
New York
$544K
AFM
2636
Andesa Financial Management
Pennsylvania
$544K +$287K +1,009 +98%
AC
2637
AlphaCore Capital
California
$543K +$131K +459 +29%
SOW
2638
State of Wyoming
Wyoming
$542K +$180K +631 +45%
DWM
2639
Denver Wealth Management
Colorado
$541K +$142K +500 +33%
AIA
2640
Arbor Investment Advisors
North Carolina
$539K -$95.3K -335 -14%
DU
2641
Delphia (USA)
Ontario, Canada
$538K -$316K -1,109 -36%
TWP
2642
Tower Wealth Partners
Pennsylvania
$538K
HCP
2643
Hexagon Capital Partners
Arkansas
$538K +$58.9K +207 +11%
SFP
2644
Shepherd Financial Partners
Massachusetts
$537K -$435K -1,529 -43%
AHC
2645
Anderson Hoagland & Co
Missouri
$537K
SB
2646
Sunflower Bank
Texas
$535K -$574K -2,017 -50%
ZCM
2647
Ziegler Capital Management
Illinois
$535K +$22.5K +79 +4%
SC
2648
Skylands Capital
Wisconsin
$534K -$142K -500 -20%
SF
2649
SBK Financial
Virginia
$534K -$21.3K -75 -4%
GCL
2650
Gouws Capital LLC
North Carolina
$534K -$14.2K -50 -2%

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.