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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
SMH
3001
Sanders Morris Harris
Texas
$306K
CCM
3002
Compton Capital Management
Rhode Island
$302K -$570K -2,003 -64%
FA
3003
Fortis Advisors
Pennsylvania
$302K -$13.4K -47 -4%
DBIA
3004
Dumont & Blake Investment Advisors
New Jersey
$302K
CC
3005
Callan Capital
California
$301K -$13.7K -48 -4%
TCPWM
3006
Traverso Chambers Private Wealth Management
California
$300K -$569 -2 -0.2%
SIAG
3007
Safeguard Investment Advisory Group
California
$300K +$90.5K +318 +39%
AWA
3008
Alaska Wealth Advisors
Alaska
$300K +$320K +1,123 New
BAM
3009
Bellevue Asset Management
Washington
$299K -$37K -130 -11%
CCA
3010
Conestoga Capital Advisors
Pennsylvania
$298K
GWM
3011
GoalFusion Wealth Management
Texas
$298K
MIG
3012
McGuire Investment Group
Rhode Island
$298K
HIM
3013
Hotaling Investment Management
Pennsylvania
$296K -$246K -864 -44%
BWCS
3014
Beirne Wealth Consulting Services
Connecticut
$295K
FA
3015
Fountainhead AM
New Jersey
$295K
MWP
3016
MYCIO Wealth Partners
Pennsylvania
$295K
AAM
3017
American Asset Management
Florida
$294K -$569 -2 -0.2%
ACM
3018
Alethea Capital Management
Washington
$294K
LFA
3019
Lauterbach Financial Advisors
Texas
$294K
MPW
3020
Melone Private Wealth
Michigan
$294K
WBCM
3021
Wilson & Boucher Capital Management
California
$294K
HNWAG
3022
High Net Worth Advisory Group
Florida
$294K +$1.71K +6 +0.5%
MS
3023
Madden Securities
Texas
$294K +$49.8K +175 +19%
FBC
3024
Fairfield, Bush & Co
Connecticut
$293K -$223K -783 -42%
PPW
3025
PACK Private Wealth
Minnesota
$293K

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.