We are live on ! Find out more
BRK.B icon

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
IAMOG
3076
Investors Asset Management of Georgia
Georgia
$260K
WWG
3077
West Wealth Group
California
$260K
RF
3078
RHS Financial
California
$260K +$3.98K +14 +1%
TCWA
3079
Ten Capital Wealth Advisors
Washington
$259K +$11.7K +41 +4%
APC
3080
Aspire Private Capital
North Carolina
$258K +$854 +3 +0.3%
FBFS
3081
First Business Financial Services
Wisconsin
$258K +$194K +683 +72%
ECA
3082
Elevated Capital Advisors
Utah
$258K +$275K +967 New
LFPWM
3083
Leicht Financial Planning & Wealth Management
New Jersey
$257K
HCM
3084
Howard Capital Management
Georgia
$256K -$725K -2,547 -67%
GWM
3085
GDS Wealth Management
Texas
$256K -$48.4K -170 -15%
MHC
3086
Meyer Handelman Company
New York
$256K
DP
3087
Divergent Planning
Maryland
$255K
SH
3088
Svenska Handelsbanken
Sweden
$255K +$41K +144 +18%
OPOWM
3089
One Plus One Wealth Management
Florida
$255K +$272K +955 New
WWA
3090
WC Walker & Associates
California
$253K -$44.4K -156 -15%
LIA
3091
LS Investment Advisors
Michigan
$252K
WOC
3092
West Oak Capital
California
$252K
PA
3093
Planning Alternatives
Michigan
$251K
SAM
3094
Stone Asset Management
Texas
$251K +$42.7K +150 +19%
GSIS
3095
Global Strategic Investment Solutions
Arizona
$251K +$268K +941 New
RWM
3096
RBA Wealth Management
California
$250K -$4.84K -17 -2%
WMS
3097
Wealth Management Solutions
Pennsylvania
$250K
DR
3098
Davis Rea
Ontario, Canada
$249K -$265K -933 -50%
AO
3099
Advisor OS
Illinois
$249K
BMD
3100
Better Money Decisions
New Mexico
$249K

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.