We are live on ! Find out more
BRK.B icon

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
SSC
2851
Syverson Strege & Co
Iowa
$385K -$23.9K -84 -6%
DWM
2852
Darwin Wealth Management
Florida
$385K
VFIC
2853
Valley Forge Investment Consultants
Pennsylvania
$385K
4WM
2854
44 Wealth Management
Oregon
$385K +$285 +1 +0.1%
FWM
2855
Foresight Wealth Management
Utah
$383K -$36.4K -128 -8%
BC
2856
Brio Consultants
California
$383K -$24.8K -87 -6%
SSW
2857
Stone Summit Wealth
Florida
$383K -$10.8K -38 -3%
MKA
2858
M. Kulyk & Associates
Georgia
$382K -$1.99K -7 -0.5%
MM
2859
Meridian Management
Arkansas
$382K
SCM
2860
SKBA Capital Management
California
$382K
1IA
2861
1834 Investment Advisors
Wisconsin
$382K +$28.5K +100 +8%
HWM
2862
Horizons Wealth Management
North Carolina
$381K
WPC
2863
White Pine Capital
Minnesota
$381K +$7.4K +26 +2%
ML
2864
Mayport LLC
Massachusetts
$381K +$14.2K +50 +4%
CWA
2865
Centennial Wealth Advisory
Michigan
$380K +$11.7K +41 +3%
KOMWMG
2866
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$379K +$1.99K +7 +0.5%
BI
2867
Blooom Inc
Kansas
$378K -$99.9K -351 -5%
FA
2868
FC Advisory
Pennsylvania
$378K
DWM
2869
Defined Wealth Management
Oregon
$378K +$2.28K +8 +0.6%
WQ
2870
Wealth Quarterback
New Jersey
$378K +$12.8K +45 +3%
CMBA
2871
C.M. Bidwell & Associates
Hawaii
$378K +$101K +356 +34%
OA
2872
Oxbow Advisors
Texas
$377K +$3.7K +13 +0.9%
RWG
2873
Ratio Wealth Group
Colorado
$376K
CWM
2874
Cedar Wealth Management
California
$376K
EP
2875
Essential Planning
New Hampshire
$374K +$398K +1,400 New

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.