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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
SC
2726
Shay Capital
New York
$481K +$512K +1,800 New
CIA
2727
Caerus Investment Advisors
Texas
$478K
VWA
2728
VERITY Wealth Advisors
United States
$478K
AHC
2729
Adell Harriman & Carpenter
Texas
$478K +$85.4K +300 +20%
SICM
2730
Sustainable Insight Capital Management
New York
$477K -$92.5K -325 -15%
CTB
2731
Country Trust Bank
Illinois
$477K +$5.98K +21 +1%
TWP
2732
Tempus Wealth Planning
California
$476K +$285 +1 +0.1%
WIM
2733
Warwick Investment Management
Texas
$476K +$507K +1,782 New
WB
2734
West Bancorporation
Iowa
$475K
FCA
2735
FinTrust Capital Advisors
South Carolina
$475K +$35.9K +126 +8%
BFA
2736
Beacon Financial Advisory
Ohio
$474K -$152K -534 -23%
SCFS
2737
S.C. Financial Services
Arizona
$474K -$18.2K -64 -3%
HWA
2738
Heartwood Wealth Advisors
Virginia
$474K +$63.7K +224 +14%
VWM
2739
Valley Wealth Managers
New Jersey
$473K +$126K +442 +33%
HWM
2740
Hohimer Wealth Management
Washington
$468K
SHA
2741
Seneca House Advisors
Virginia
$467K -$25.6K -90 -5%
SF
2742
Safeguard Financial
Wisconsin
$466K +$32.4K +114 +7%
CF
2743
Cantor Fitzgerald
New York
$466K +$285K +1,000 +134%
TFCP
2744
Twin Focus Capital Partners
Massachusetts
$463K +$9.11K +32 +2%
SAM
2745
Sawgrass Asset Management
Florida
$462K
MCIA
2746
Mountain Capital Investment Advisors
Colorado
$462K +$52.1K +183 +12%
CAM
2747
Campion Asset Management
Virginia
$461K
MCM
2748
Mendel Capital Management
Arkansas
$460K -$1.42K -5 -0.3%
HFS
2749
HBC Financial Services
Washington
$460K
AWM
2750
Act Wealth Management
Texas
$459K

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.