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
EM
3126
ELCO Management
New York
$239K -$1.42K -5 -0.6%
CWA
3127
Consilio Wealth Advisors
Washington
$239K +$255K +895 New
EC
3128
EdgeRock Capital
Colorado
$238K +$36.7K +129 +17%
T
3129
TRUADVICE
Florida
$237K +$229K +805 New
GWA
3130
Geometric Wealth Advisors
District of Columbia
$236K
AFO
3131
Allie Family Office
Florida
$235K
FWA
3132
FSC Wealth Advisors
New York
$235K
GWA
3133
Gibson Wealth Advisors
Texas
$234K
BWM
3134
Brickley Wealth Management
California
$233K -$15.4K -54 -6%
GPA
3135
Guidance Point Advisors
Massachusetts
$233K
SJIM
3136
St. Johns Investment Management
Florida
$233K
AWA
3137
Aletheian Wealth Advisors
Washington
$232K -$53.5K -188 -18%
RCM
3138
Raleigh Capital Management
North Carolina
$232K
BRG
3139
Bay Rivers Group
Virginia
$232K +$14.2K +50 +6%
BFS
3140
Burrus Financial Services
Utah
$231K
LCM
3141
Linker Capital Management
Kentucky
$231K
KFS
3142
Kelly Financial Services
Massachusetts
$231K +$62.6K +220 +34%
BWM
3143
Boyd Wealth Management
California
$230K +$246K +863 New
CP
3144
Castleview Partners
Texas
$229K -$241K -848 -50%
CFA
3145
Compass Financial Advisors
Indiana
$229K
EARNEST Partners
3146
EARNEST Partners
Georgia
$229K
HA
3147
HFG Advisors
Ohio
$229K +$17.1K +60 +8%
SPI
3148
Sutton Place Investors
New York
$229K +$23K +81 +10%
ACM
3149
Ayrshire Capital Management
Connecticut
$228K
LSA
3150
L & S Advisors
California
$228K

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.