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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
PPWM
2826
PFG Private Wealth Management
Florida
$401K +$2.85K +10 +0.7%
LWMM
2827
Legacy Wealth Management (Mississippi)
Mississippi
$401K
T
2828
TrueFG
Texas
$400K
IC
2829
Iconiq Capital
California
$399K +$285 +1 +0.1%
APW
2830
Acima Private Wealth
Virginia
$398K
VCM
2831
Viewpoint Capital Management
Washington
$398K -$107K -375 -26%
WCWM
2832
Wooster Corthell Wealth Management
Connecticut
$398K
CCP
2833
Carmel Capital Partners
California
$397K +$33K +116 +8%
CPSC
2834
Carl P. Sherr & Co
Massachusetts
$397K +$65.4K +230 +18%
JHCP
2835
Jackson Hole Capital Partners
Oklahoma
$396K +$99.6K +350 +31%
SIA
2836
Strategic Investment Advisors
Michigan
$395K -$142K -499 -25%
DACG
2837
Donor Advised Charitable Giving
California
$395K
BBWA
2838
Bell & Brown Wealth Advisors
California
$395K +$19.9K +70 +5%
DIP
2839
DT Investment Partners
Pennsylvania
$394K -$428K -1,505 -50%
GWMIA
2840
Global Wealth Management Investment Advisory
Florida
$394K
TIM
2841
Total Investment Management
Arizona
$394K +$7.68K +27 +2%
JTWM
2842
Jackson Thornton Wealth Management
Alabama
$394K +$35.6K +125 +9%
SSG
2843
Summit Securities Group
New York
$392K -$658K -2,313 -61%
AC
2844
Anson Capital
Georgia
$392K
BCP
2845
Berkeley Capital Partners
Georgia
$391K +$2.28K +8 +0.5%
PCWA
2846
Pacific Capital Wealth Advisors
California
$391K +$417K +1,465 New
CASB
2847
Cape Ann Savings Bank
Massachusetts
$391K -$13.7K -48 -3%
FIM
2848
FWL Investment Management
Texas
$389K +$159K +560 +63%
GIM
2849
Guild Investment Management
California
$387K
PWMG
2850
Provence Wealth Management Group
California
$386K +$51.8K +182 +14%

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.