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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
FPIS
2976
Financial Planning & Information Services
Wisconsin
$318K +$9.68K +34 +3%
ASFA
2977
All Season Financial Advisors
Colorado
$318K +$15.1K +53 +5%
FC
2978
Financial Council
Maryland
$317K +$338K +1,187 New
WCP
2979
Wick Capital Partners
Pennsylvania
$316K -$99.6K -350 -23%
FA
2980
Faithward Advisors
Pennsylvania
$315K -$152K -535 -31%
FFWM
2981
Future Financial Wealth Management
Ohio
$315K
OGF
2982
Orin Green Financial
California
$315K
PCA
2983
Private Capital Advisors
Connecticut
$314K
SFA
2984
Souders Financial Advisors
Ohio
$313K -$2.56K -9 -0.8%
RWA
2985
Redmont Wealth Advisors
Illinois
$312K -$25K -88 -7%
PCA
2986
Peddock Capital Advisors
Massachusetts
$312K
FAM
2987
Flaharty Asset Management
Florida
$311K -$13.9K -49 -4%
SFG
2988
Sunburst Financial Group
Alabama
$311K +$1.42K +5 +0.4%
CWA
2989
Clearview Wealth Advisors
Oregon
$311K +$9.68K +34 +3%
T
2990
TCWP
Ohio
$310K -$23.9K -84 -7%
SAM
2991
Secure Asset Management
Michigan
$310K -$12.8K -45 -4%
CSIA
2992
Charles Schwab Investment Advisory
California
$310K -$2.28K -8 -0.7%
BWP
2993
Bernardo Wealth Planning
Pennsylvania
$310K
MAG
2994
Mayfair Advisory Group
Alabama
$308K
WWM
2995
Wiser Wealth Management
Georgia
$308K +$19.4K +68 +6%
AC
2996
Arjuna Capital
North Carolina
$308K +$328K +1,152 New
MLIC
2997
Mandatum Life Insurance Company
Finland
$307K -$158K -554 -33%
Aristotle Capital Management
2998
Aristotle Capital Management
California
$307K
CNC
2999
Citizens & Northern Corp
Pennsylvania
$307K
BEC
3000
Blue Edge Capital
Virginia
$307K +$285 +1 +0.1%

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.