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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
ACM
2676
AUA Capital Management
Pennsylvania
$519K -$91.9K -323 -14%
PA
2677
Probity Advisors
Texas
$519K +$16.5K +58 +3%
DRD
2678
Dennis R. Delaney
$519K +$553K +1,945 New
WFA
2679
WestHill Financial Advisors
California
$518K
CCFM
2680
Clear Creek Financial Management
Washington
$518K +$4.27K +15 +0.8%
EA
2681
Emerald Advisors
Washington
$517K -$15.7K -55 -3%
Members Trust
2682
Members Trust
Florida
$517K -$7.11K -25 -1%
EGWAG
2683
Elwood & Goetz Wealth Advisory Group
Georgia
$516K -$3.13K -11 -0.6%
CAM
2684
Cidel Asset Management
Ontario, Canada
$516K +$96.2K +338 +21%
VCWA
2685
Vanguard Capital Wealth Advisors
Colorado
$513K -$19.9K -70 -4%
APW
2686
Austin Private Wealth
Texas
$513K -$17.1K -60 -3%
SAM
2687
Selway Asset Management
$511K -$117K -410 -18%
AT
2688
Arvest Trust
Oklahoma
$511K +$9.68K +34 +2%
SJIA
2689
St. James Investment Advisors
New York
$511K +$27K +95 +5%
SA
2690
Syntax Advisors
New York
$511K +$47.2K +166 +10%
VCG
2691
Vantage Consulting Group
Virginia
$511K +$47.2K +166 +10%
MHR
2692
Matthew Hamilton Rosenberg
$511K +$75.7K +266 +16%
TFP
2693
Triune Financial Partners
Kansas
$511K
AIA
2694
Affinity Investment Advisors
California
$510K
BRA
2695
Biechele Royce Advisors
Indiana
$510K
EE
2696
EWG Elevate
California
$510K
MPCG
2697
Matrix Private Capital Group
New York
$507K -$457K -1,607 -46%
IF
2698
IRON Financial
Illinois
$507K +$95K +334 +21%
RS
2699
Retirement Solution
Washington
$503K -$18.2K -64 -3%
SWM
2700
Sugarloaf Wealth Management
Georgia
$503K -$12.8K -45 -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.