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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
HS
2751
Horan Securities
United States
$459K +$14.2K +50 +3%
MFC
2752
Mechanics Financial Corp
Ohio
$458K -$4.27K -15 -0.9%
RFN
2753
Redwood Financial Network
Ohio
$458K
KAM
2754
KEB Asset Management
Illinois
$458K +$3.7K +13 +0.8%
OFS
2755
OneAscent Financial Services
Alabama
$457K -$513K -1,804 -51%
PSIWM
2756
Paradigm Strategies in Wealth Management
Minnesota
$456K -$63.5K -223 -12%
BIM
2757
Bridgecreek Investment Management
Oklahoma
$454K -$3.98K -14 -0.8%
BFM
2758
Boothbay Fund Management
New York
$453K +$127K +448 +36%
C
2759
CEDRUS
Colorado
$451K +$29K +102 +6%
UL
2760
Unionview LLC
Washington
$450K
WCWM
2761
Willow Creek Wealth Management
California
$450K +$61.7K +217 +15%
SMG
2762
Smart Money Group
Texas
$449K +$17.4K +61 +4%
LS
2763
Livforsakringsbolaget Skandia
Sweden
$448K -$1.88M -6,600 -80%
ACP
2764
Aveo Capital Partners
Colorado
$447K +$87.6K +308 +23%
MFA
2765
McClarren Financial Advisors
Pennsylvania
$446K +$476K +1,672 New
EA
2766
Eclectic Associates
California
$445K -$48.1K -169 -9%
GCMG
2767
Gyroscope Capital Management Group
Florida
$444K +$56.9K +200 +14%
NCM
2768
NCM Capital Management
New Jersey
$443K -$14.2K -50 -3%
CCA
2769
Column Capital Advisors
Indiana
$441K -$19.9K -70 -4%
CIS
2770
Continental Investors Services
Washington
$441K
OFW
2771
Omnia Family Wealth
Florida
$441K
SIC
2772
Shoker Investment Counsel
Ohio
$440K
JWM
2773
JGP Wealth Management
Oregon
$440K +$89.1K +313 +24%
MG
2774
Meritage Group
California
$439K -$310K -1,088 -40%
SWK
2775
Stephen W. Kidder
$439K -$7.11K -25 -1%

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.