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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
DA
2776
Doliver Advisors
Texas
$439K
WFO
2777
Wealthgate Family Office
Colorado
$439K
MPPLM
2778
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$438K +$122K +428 +35%
HIS
2779
Harvest Investment Services
Illinois
$436K -$28.5K -100 -6%
PFM
2780
Phillips Financial Management
Indiana
$436K +$464K +1,631 New
CP
2781
Camelot Portfolios
Ohio
$434K -$653K -2,295 -59%
RBC
2782
Roble Belko & Company
Pennsylvania
$433K +$854 +3 +0.2%
HVM
2783
Harvest Volatility Management
Connecticut
$432K -$53.2K -187 -10%
1IA
2784
1620 Investment Advisors
Massachusetts
$432K -$10.8K -38 -2%
MIM
2785
Merrion Investment Management
New Jersey
$432K
KA
2786
Kozak & Associates
Colorado
$432K +$441K +1,550 +2,313%
TBNY
2787
Trustco Bank (New York)
New York
$431K -$569 -2 -0.1%
MGI
2788
MayTech Global Investments
New York
$431K
JGUA
2789
John G. Ullman & Associates
New York
$429K
OWA
2790
Opal Wealth Advisors
New York
$429K +$14.5K +51 +3%
FA
2791
Fermata Advisors
California
$428K -$246K -866 -35%
ML
2792
McAdam LLC
Pennsylvania
$428K -$6.83K -24 -1%
CCM
2793
Coerente Capital Management
Ontario, Canada
$425K
DDPIC
2794
Deroy & Devereaux Private Investment Counsel
Michigan
$425K
CWA
2795
Carolina Wealth Advisors
South Carolina
$422K
AGA
2796
Arkos Global Advisors
Texas
$421K -$48.4K -170 -10%
BAMG
2797
Brand Asset Management Group
Missouri
$421K -$3.13K -11 -0.7%
TWP
2798
Transparent Wealth Partners
Arkansas
$421K
AWM
2799
Accurate Wealth Management
Florida
$421K +$87.4K +307 +25%
BWM
2800
Bulltick Wealth Management
Florida
$421K -$29.3K -103 -6%

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.