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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
CPC
2901
Consolidated Planning Corp
Georgia
$360K -$28.5K -100 -7%
BE
2902
Bonness Enterprises
District of Columbia
$360K
MWM
2903
Maltin Wealth Management
New Jersey
$359K
BFG
2904
Barber Financial Group
Kansas
$359K +$2.56K +9 +0.7%
TCM
2905
Tradewinds Capital Management
Washington
$358K +$285 +1 +0.1%
CCM
2906
Cutler Capital Management
Massachusetts
$357K +$1.71K +6 +0.5%
OLVIG
2907
Oliver Lagore Vanvalin Investment Group
Michigan
$356K -$40.7K -143 -10%
CL
2908
CSS LLC
Illinois
$356K
FCFC
2909
First Commonwealth Financial Corp
Pennsylvania
$354K -$80.5K -283 -18%
DW
2910
Domani Wealth
Pennsylvania
$354K
HP
2911
Highlander Partners
Texas
$354K
SWMP
2912
Signature Wealth Management Partners
New Jersey
$354K +$82.5K +290 +28%
HR
2913
Howe & Rusling
New York
$354K +$122K +430 +48%
OPPS
2914
Obsidian Personal Planning Solutions
Maryland
$351K
BFWA
2915
Benchmark Financial Wealth Advisors
Florida
$351K +$72.3K +254 +24%
PWA
2916
PCG Wealth Advisors
Kansas
$351K +$373K +1,310 New
GF
2917
Goodman Financial
Texas
$350K +$28.5K +100 +8%
MWA
2918
Motive Wealth Advisors
Michigan
$349K +$143K +503 +63%
MF
2919
Manchester Financial
California
$348K -$569 -2 -0.2%
IAP
2920
Indie Asset Partners
Indiana
$348K
RCA
2921
Ranch Capital Advisors
Florida
$348K +$8.54K +30 +2%
CSWM
2922
Cassady Schiller Wealth Management
Ohio
$348K +$12.2K +43 +3%
CCM
2923
Cohen Capital Management
California
$346K
FA
2924
Financial Advisors
Massachusetts
$345K +$8.54K +30 +2%
CA
2925
Claris Advisors
Missouri
$344K -$31.6K -111 -8%

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.