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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
KBFS
2801
Kohmann Bosshard Financial Services
Ohio
$419K -$11.4K -40 -2%
FAN
2802
Financial Advisors Network
California
$419K +$49.8K +175 +13%
RFM
2803
Royal Fund Management
Florida
$417K +$20.5K +72 +5%
OWA
2804
Outlook Wealth Advisors
Texas
$417K +$27.6K +97 +7%
MWA
2805
Monograph Wealth Advisors
California
$416K
ABP
2806
Arthur B. Page
$415K -$2.85K -10 -0.6%
FWI
2807
Facet Wealth Inc
Maryland
$415K +$66K +232 +19%
HAFS
2808
Hapanowicz & Associates Financial Services
Pennsylvania
$414K
MCA
2809
Millennium Capital Advisors
Arkansas
$410K -$3.13K -11 -0.7%
LCM
2810
Logan Capital Management
Pennsylvania
$410K -$594K -2,087 -58%
CWM
2811
CCG Wealth Management
California
$410K +$14.5K +51 +3%
FFG
2812
Fortem Financial Group
California
$409K +$14.2K +50 +3%
CBC
2813
Coombe, Bender & Co
New York
$408K +$2.28K +8 +0.5%
BMA
2814
Brooks Moore & Associates
Tennessee
$407K
LBA
2815
Lowell Blake & Associates
Massachusetts
$407K +$5.69K +20 +1%
AIFAIM
2816
American Institute for Advanced Investment Management
Arizona
$406K
NL
2817
Navalign LLC
California
$406K +$32.4K +114 +8%
RWA
2818
Roberts Wealth Advisors
California
$405K
BAWC
2819
Boyce & Associates Wealth Consulting
Texas
$404K
CC
2820
Corsicana & Co
Texas
$404K
PS
2821
Portfolio Solutions
Michigan
$402K
PAA
2822
Peregrine Asset Advisers
Oregon
$402K +$92.5K +325 +27%
EP
2823
Edgestream Partners
New Jersey
$401K -$2.86M -10,043 -87%
CP
2824
Capital Planning
Washington
$401K
LNWWM
2825
Laird Norton Wetherby Wealth Management
California
$401K

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.