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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
CCP
2926
Cassia Capital Partners
North Carolina
$344K +$22.5K +79 +7%
RPA
2927
Rock Point Advisors
Vermont
$344K +$28.5K +100 +8%
MAM
2928
Marotta Asset Management
Virginia
$344K
PS
2929
Portfolio Strategies
New York
$343K -$5.69K -20 -2%
CIM
2930
Contravisory Investment Management
Massachusetts
$343K +$5.69K +20 +2%
PIFP
2931
Partners in Financial Planning
Virginia
$342K
AAM
2932
Augustine Asset Management
Florida
$342K -$5.12K -18 -1%
AF
2933
AtlasMark Financial
Texas
$340K
OBWG
2934
Onyx Bridge Wealth Group
New York
$340K +$54.9K +193 +18%
GAM
2935
Gould Asset Management
California
$338K -$410K -1,440 -53%
FWP
2936
Falcon Wealth Planning
California
$338K +$3.98K +14 +1%
QFA
2937
Quantum Financial Advisors
California
$336K +$25.3K +89 +8%
AG
2938
AIA Group
Hong Kong
$335K -$220K -772 -38%
BDFN
2939
Bond & Devick Financial Network
Minnesota
$335K
CCA
2940
Cottonwood Capital Advisors
Utah
$335K +$357K +1,254 New
CCM
2941
Carderock Capital Management
Maryland
$334K -$21.3K -75 -6%
TWM
2942
Trevian Wealth Management
Massachusetts
$334K
BFP
2943
Briaud Financial Planning
Texas
$334K +$14.5K +51 +5%
CAP
2944
Columbia Advisory Partners
Washington
$334K +$60.9K +214 +21%
NCM
2945
Nelson Capital Management
California
$333K +$122K +430 +53%
CFCI
2946
Comprehensive Financial Consultants Institutional
Indiana
$332K +$8.54K +30 +3%
FSWA
2947
Financial Synergies Wealth Advisors
Texas
$332K
HI
2948
Human Investing
Oregon
$331K -$4.27K -15 -1%
MIM
2949
MTM Investment Management
South Carolina
$331K
RC
2950
RBF Capital
California
$331K

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.