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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
UIA
2701
Ulland Investment Advisors
Minnesota
$503K -$12.8K -45 -2%
AWAP
2702
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$503K
SPAS
2703
Spectrum Planning & Advisory Services
California
$503K
SFS
2704
Security Financial Services
Indiana
$502K
MTIC
2705
Missouri Trust & Investment Company
Missouri
$502K +$41.3K +145 +8%
PFP
2706
Paragon Financial Partners
California
$501K
RPG
2707
Resource Planning Group
Georgia
$501K
BHBT
2708
Burke & Herbert Bank & Trust
Virginia
$499K -$1.42K -5 -0.3%
RB
2709
Rodgers Brothers
Pennsylvania
$499K
IAA
2710
Ironsides Asset Advisors
North Carolina
$497K +$129K +455 +32%
TAM
2711
Trillium Asset Management
Massachusetts
$496K -$38.4K -135 -7%
TF
2712
TimeScale Financial
Massachusetts
$496K +$4.84K +17 +0.9%
MTC
2713
McDaniel Terry & Co
Texas
$495K
DE
2714
Day & Ennis
Georgia
$493K -$7.97K -28 -1%
DAM
2715
Diamant Asset Management
Connecticut
$493K +$1.42K +5 +0.3%
STC
2716
Sarah T. Connolly
$490K -$199K -700 -28%
CNWM
2717
Clay Northam Wealth Management
California
$490K
PWSG
2718
Pacific Wealth Strategies Group
California
$490K
CAAM
2719
Cornerstone Advisors Asset Management
Pennsylvania
$489K +$521K +1,831 New
Bank of Montreal
2720
Bank of Montreal
Ontario, Canada
$487K +$125M +440,721 +33%
MA
2721
MBA Advisors
Pennsylvania
$487K
RAM
2722
Rempart Asset Management
Canada
$487K
CL
2723
COWA LLC
Oklahoma
$484K +$137K +480 +36%
AG
2724
Algert Global
California
$483K
HCM
2725
HMS Capital Management
Tennessee
$481K -$40.7K -143 -7%

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.