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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
AWM
2876
AAF Wealth Management
Massachusetts
$373K +$21.9K +77 +6%
IWA
2877
IVC Wealth Advisors
Pennsylvania
$372K +$5.41K +19 +1%
EW
2878
Enzi Wealth
Texas
$372K +$341K +1,200 New
SI
2879
Saxon Interests
Texas
$371K -$43.3K -152 -10%
AL
2880
ADE LLC
Maryland
$371K
CFG
2881
Compton Financial Group
Maryland
$371K
GAB
2882
German American Bancorp
Indiana
$370K
GWM
2883
Gitterman Wealth Management
New Jersey
$369K -$113K -398 -22%
SCM
2884
Stonehearth Capital Management
Massachusetts
$369K +$25.3K +89 +7%
AWM
2885
Aspire Wealth Management
Massachusetts
$368K
MCA
2886
Martin Capital Advisors
Texas
$368K
CTA
2887
Chesley Taft & Associates
Illinois
$366K
ETIA
2888
Epic Trust Investment Advisors
Washington
$365K +$5.12K +18 +1%
RSS
2889
Rosenblum Silverman Sutton
California
$364K
CSPAM
2890
Cary Street Partners Asset Management
Virginia
$363K -$126K -443 -25%
CST
2891
Charles Schwab Trust
Nevada
$363K
MC
2892
Miramar Capital
Illinois
$363K
PIM
2893
Progressive Investment Management
Oregon
$363K
RC
2894
Rovin Capital
Arizona
$363K +$106K +372 +38%
CRIG
2895
Charter Research & Investment Group
Connecticut
$362K
HIM
2896
Hanlon Investment Management
New Jersey
$362K +$4.27K +15 +1%
OPTFSNA
2897
Old Point Trust & Financial Services N A
Virginia
$362K +$72.8K +256 +23%
AIM
2898
Arcadia Investment Management
Michigan
$361K
JC
2899
Jentner Corp
Ohio
$361K
FFA
2900
Fi3 Financial Advisors
Indiana
$361K +$8.82K +31 +2%

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.