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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
HWM
3051
Howard Wealth Management
Connecticut
$276K +$295K +1,037 New
CFC
3052
Coyle Financial Counsel
Illinois
$275K -$128K -450 -30%
DCM
3053
Driehaus Capital Management
Illinois
$275K +$5.12K +18 +2%
TAM
3054
Taurus Asset Management
New York
$274K -$337K -1,185 -54%
CFG
3055
CKW Financial Group
Hawaii
$274K
IIM
3056
Ipswich Investment Management
Massachusetts
$274K
FSC
3057
Full Sail Capital
Oklahoma
$273K
RPCONE
3058
Retirement Planning Company of New England
Rhode Island
$273K +$16.8K +59 +6%
DFG
3059
Demars Financial Group
Washington
$270K
CFSG
3060
Clark Financial Services Group
Missouri
$270K +$288K +1,011 New
BAM
3061
Bosun Asset Management
Illinois
$269K -$114K -400 -28%
IWA
3062
IBEX Wealth Advisors
New Jersey
$268K -$2.28K -8 -0.8%
RCYC
3063
Richard C. Young & Co
Rhode Island
$267K -$9.39K -33 -3%
GA
3064
Greenhaven Associates
New York
$267K
NOCM
3065
Night Owl Capital Management
Connecticut
$267K
GCWM
3066
Graham Capital Wealth Management
District of Columbia
$267K +$285K +1,000 New
NAG
3067
Northstar Advisory Group
New Jersey
$265K -$108K -381 -28%
TFA
3068
Toth Financial Advisory
Virginia
$265K +$12.8K +45 +5%
MCA
3069
Maryland Capital Advisors
Maryland
$264K
FC
3070
Fusion Capital
South Carolina
$263K -$51.2K -180 -15%
WWP
3071
Waypoint Wealth Partners
California
$263K -$36.1K -127 -11%
WCA
3072
Westover Capital Advisors
Delaware
$261K
LC
3073
Lavaca Capital
Texas
$261K +$3.7K +13 +1%
LPARFS
3074
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$261K +$279K +980 New
TWP
3075
TFO Wealth Partners
Ohio
$260K -$10.8K -38 -4%

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.