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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
MCM
2951
Mattern Capital Management
Colorado
$331K +$1.42K +5 +0.4%
WWP
2952
WR Wealth Planners
Missouri
$331K +$5.69K +20 +2%
CB
2953
Community Bank
New York
$330K -$96.8K -340 -22%
CAM
2954
Crestone Asset Management
Colorado
$330K
OFG
2955
Omega Financial Group
California
$328K -$33.6K -118 -9%
AFG
2956
Affinia Financial Group
Massachusetts
$328K -$5.12K -18 -1%
CCA
2957
Conservest Capital Advisors
Pennsylvania
$327K -$349K -1,225 Closed
C1AG
2958
Client 1st Advisory Group
Florida
$326K
RIG
2959
Renaissance Investment Group
Massachusetts
$326K +$21.3K +75 +7%
SFM
2960
Signet Financial Management
New Jersey
$325K +$56.9K +200 +20%
BA
2961
Bridge Advisory
California
$324K -$213K -750 -38%
GHAM
2962
Gilman Hill Asset Management
Connecticut
$324K -$91.1K -320 -21%
MMM
2963
Mendel Money Management
Illinois
$324K -$8.54K -30 -2%
PP
2964
PFS Partners
New Jersey
$323K +$2.85K +10 +0.8%
HCA
2965
Harbour Capital Advisors
Virginia
$322K
PFA
2966
Pinnacle Family Advisors
Missouri
$322K +$3.7K +13 +1%
RWA
2967
Rainsberger Wealth Advisors
Colorado
$322K +$343K +1,206 New
RWRC
2968
R.W. Roge & Company
New York
$322K +$347K +1,221 New
LFP
2969
Leeward Financial Partners
Washington
$321K +$68.3K +240 +25%
UWPG
2970
Ullmann Wealth Partners Group
Florida
$320K -$183K -642 -35%
RWM
2971
Rezny Wealth Management
Florida
$320K
DLG
2972
Daniel L. Goodwin
$320K +$28.5K +100 +9%
CWM
2973
Collaborative Wealth Management
Florida
$319K -$12.5K -44 -4%
DAC
2974
Dividend Assets Capital
South Carolina
$319K
HBT
2975
Heartland Bank & Trust
Illinois
$318K

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.