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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
WA
3101
Wealthstar Advisors
Texas
$249K +$7.68K +27 +3%
APP
3102
Alpha Paradigm Partners
Illinois
$249K +$253K +890 +2,023%
AWM
3103
Affinity Wealth Management
Delaware
$248K
CIS
3104
Connors Investor Services
Pennsylvania
$248K
MWPCG
3105
Measured Wealth Private Client Group
New Hampshire
$246K -$81.1K -285 -24%
DTC
3106
Davidson Trust Company
Washington
$246K -$32.7K -115 -11%
SFA
3107
Source Financial Advisors
New York
$246K +$35.6K +125 +16%
WFS
3108
Widmann Financial Services
Maryland
$246K
CWM
3109
Cherrydale Wealth Management
New Jersey
$245K -$16.5K -58 -6%
MRWM
3110
ML&R Wealth Management
Texas
$245K -$4.27K -15 -2%
BWM
3111
Birchcreek Wealth Management
Ohio
$245K
SCM
3112
Seascape Capital Management
New Hampshire
$245K +$12.5K +44 +5%
WFMPM
3113
Woodley Farra Manion Portfolio Management
Indiana
$245K +$19.9K +70 +8%
FIBT
3114
First International Bank & Trust
North Dakota
$245K +$261K +916 New
WLPWM
3115
Walled Lake Planning & Wealth Management
Illinois
$244K
GM
3116
GeoWealth Management
Illinois
$243K -$85.9K -302 -25%
BCAM
3117
Boston Common Asset Management
Massachusetts
$243K
FRM
3118
Fox Run Management
Connecticut
$242K -$706K -2,481 -73%
SFPG
3119
Stonebridge Financial Planning Group
Florida
$242K
KFS
3120
Kaizen Financial Strategies
California
$241K
WIM
3121
Westside Investment Management
California
$241K +$25.3K +89 +4%
ASA
3122
Armstrong Shaw Associates
Connecticut
$240K
IAS
3123
Investment Advisory Services
Texas
$240K
FAG
3124
Fortitude Advisory Group
Washington
$240K +$20.5K +72 +9%
SFG
3125
Synergy Financial Group
California
$239K -$13.1K -46 -5%

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.