We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

3,374 hedge funds and large institutions have $228B invested in Berkshire Hathaway Class B in 2022 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 1,418 increasing their positions, 1,280 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $4.92B | Put options by funds: $3.82B

11% more repeat investments, than reductions

Existing positions increased: 1,418 | Existing positions reduced: 1,280

1.33% less ownership

Funds ownership: 66.58%65.25% (-1.3%)

2% less funds holding

Funds holding: 3,4493,374 (-75)

12% less funds holding in top 10

Funds holding in top 10: 653577 (-76)

20% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 165

24% less capital invested

Capital invested by funds: $301B → $228B (-$72.5B)

Holders
3,374
Holders Change
-75
Holders Change %
-2.17%
% of All Funds
56.84%
Holding in Top 10
577
Holding in Top 10 Change
-76
Holding in Top 10 Change %
-11.64%
% of All Funds
9.72%
New
132
Increased
1,418
Reduced
1,280
Closed
165
Calls
$4.92B
Puts
$3.82B
Net Calls
+$1.1B
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
251
R.M. Davis Inc
Maine
$72.8M +$510K +1,627 +0.6%
COPPSERS
252
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$72.5M +$5.5M +17,521 +7%
BHIA
253
Birch Hill Investment Advisors
Massachusetts
$72.2M -$1.59M -5,066 -2%
OC
254
Oppenheimer & Co
New York
$71.8M -$5.65K -18 -0%
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$71.8M +$14.8M +47,103 +22%
DADC
256
D.A. Davidson & Co
Montana
$71.2M +$263K +838 +0.3%
BBVA
257
Banco Bilbao Vizcaya Argentaria
Spain
$70.3M +$13.4M +42,767 +20%
HPC
258
HM Payson & Co
Maine
$70.3M -$812K -2,589 -1%
TH
259
TCTC Holdings
Texas
$70M +$198K +630 +0.2%
URS
260
Utah Retirement Systems
Utah
$69.9M -$1.54M -4,900 -2%
WJWM
261
Williams Jones Wealth Management
New York
$69.8M +$7.46M +23,790 +10%
NYLIM
262
New York Life Investment Management
New York
$69.2M +$79.5M +253,564 New
PI
263
Putnam Investments
Massachusetts
$69M -$6.05M -19,274 -7%
BFS
264
Bradley Foster & Sargent
Connecticut
$68.3M +$381K +1,216 +0.5%
MOACM
265
Mutual of America Capital Management
New York
$67.4M +$721K +2,299 +0.9%
CVM
266
Cheviot Value Management
California
$67.2M +$1.64M +5,227 +2%
Millennium Management
267
Millennium Management
New York
$67.2M +$28.9M +92,182 +60%
SBH
268
Segall Bryant & Hamill
Illinois
$67M +$1.26M +4,019 +2%
TF
269
TIAA FSB
Florida
$66.7M -$4.82M -15,351 -6%
SSM
270
Sound Shore Management
Connecticut
$66.1M -$6.09M -19,404 -7%
TAM
271
Tocqueville Asset Management
New York
$65.7M +$20.4K +65 +0%
HI
272
Hendershot Investments
Virginia
$65.6M +$59.9K +191 +0.1%
Public Sector Pension Investment Board (PSP Investments)
273
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$65.5M -$50.6M -161,439 -40%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$65.5M +$10.2M +32,388 +16%
LSV Asset Management
275
LSV Asset Management
Illinois
$65.3M -$10.1M -32,340 -12%

BRK.B Hedge Fund Activity: Q2 2022 in Review

3,374 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2022, worth a combined $228B — down 24% from $301B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of BRK.B and 132 opened new positions — a net loss of 33 holders — while 1,280 trimmed existing stakes and 1,418 added.

The largest buyer was Morgan Stanley, adding an estimated $2.06B. The largest seller was Frontier Wealth Management, cutting an estimated $5.87B.

  • 3,374 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2022, down from 3,449 in Q1 2022.
  • Funds reported $228B of Berkshire Hathaway Class B stock for Q2 2022, down 24% quarter-over-quarter.
  • 132 funds opened new Berkshire Hathaway Class B positions in Q2 2022 and 165 closed out, a net change of -33 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2022 was Morgan Stanley, an estimated $2.06B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2022 was Frontier Wealth Management, an estimated $5.87B sold.

Based on aggregated 13F filings for Q2 2022.