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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
WPA
3026
West Paces Advisors
Georgia
$293K -$4.84K -17 -2%
AFM
3027
Abbot Financial Management
Massachusetts
$292K
SCP
3028
Silverleafe Capital Partners
Tennessee
$292K
VFPW
3029
Vantage Financial Partners (Wisconsin)
Wisconsin
$292K
PWMG
3030
Pinnacle Wealth Management Group
Michigan
$291K
HFRG
3031
Houlihan Financial Resource Group
Virginia
$291K +$272K +957 New
BIA
3032
Benchmark Investment Advisors
Illinois
$288K -$92.5K -325 -23%
BA
3033
Ballew Advisors
Mississippi
$288K +$14.2K +50 +5%
ES
3034
Eagle Strategies
New York
$287K +$305K +1,073 New
WA
3035
Wealth Advisors
California
$286K
BBA
3036
Braun-Bostich & Associates
Pennsylvania
$286K +$6.54K +23 +2%
HPWM
3037
High Pines Wealth Management
Massachusetts
$286K +$96.5K +339 +46%
AWM
3038
Accel Wealth Management
Iowa
$285K +$1.42K +5 +0.5%
SPA
3039
Sentinel Pension Advisors
Massachusetts
$285K +$78.5K +276 +35%
NCG
3040
Newport Capital Group
New Jersey
$285K +$300K +1,054 New
CGFA
3041
Colton Groome Financial Advisors
North Carolina
$284K +$7.11K +25 +2%
HFS
3042
Howard Financial Services
Texas
$283K -$24.8K -87 -8%
GIS
3043
Grayhawk Investment Strategies
Alberta, Canada
$282K
KW
3044
KWB Wealth
California
$282K
DLHL
3045
Donald L. Hagan LLC
Florida
$281K -$155K -546 -34%
UCMOK
3046
United Capital Management of KS
Kansas
$281K +$29.9K +105 +11%
CCC
3047
Chelsea Counsel Company
California
$280K -$592K -2,081 -66%
IIA
3048
Integral Investment Advisors
California
$279K -$12.8K -45 -4%
SWRP
3049
Summit Wealth & Retirement Planning
California
$278K
AHB
3050
Abner Herrman & Brock
New Jersey
$276K

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.