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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
GWM
2651
Greenhouse Wealth Management
Connecticut
$534K
HWMA
2652
Heritage Wealth Management (Arizona)
Arizona
$534K +$25.6K +90 +5%
CHA
2653
Cooper/Haims Advisors
New York
$532K
RF
2654
Rollins Financial
Georgia
$531K -$19.9K -70 -3%
CMA
2655
Cedar Mountain Advisors
Oregon
$531K
NEGWA
2656
New England Guild Wealth Advisors
Connecticut
$530K -$213K -750 -27%
AM
2657
Atwater Malick
Pennsylvania
$530K
NLP
2658
Next Level Private
New York
$529K -$27.3M -95,820 -98%
WAM
2659
Winslow Asset Management
Ohio
$528K -$18.5K -65 -3%
CC
2660
Corton Capital
Ontario, Canada
$528K +$205K +722 +58%
BCM
2661
BTC Capital Management
Iowa
$525K
TPWM
2662
Twelve Points Wealth Management
Massachusetts
$525K +$8.25K +29 +1%
DPI
2663
Diversified Portfolios Inc
Michigan
$524K +$131K +460 +31%
PH
2664
Pinnacle Holdings
Oklahoma
$524K -$13.4K -47 -2%
MWM
2665
McNaughton Wealth Management
California
$523K +$21.3K +75 +4%
LFA
2666
Level Financial Advisors
New York
$522K -$5.98K -21 -1%
FZCM
2667
Flynn Zito Capital Management
New York
$521K -$354K -1,245 -39%
APIM
2668
Agate Pass Investment Management
Washington
$521K
CCG
2669
Capital CS Group
California
$521K
IF
2670
Insight Folios
North Carolina
$521K +$9.11K +32 +2%
CWA
2671
Choice Wealth Advisors
Maine
$521K +$555K +1,952 New
LCM
2672
Leisure Capital Management
California
$520K -$5.69K -20 -1%
VBWMG
2673
Von Berge Wealth Management Group
California
$520K
BBNB
2674
Baker Boyer National Bank
Washington
$520K +$147K +516 +36%
CWM
2675
Campbell Wealth Management
Virginia
$520K +$166K +583 +43%

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.