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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
ZAM
3151
Zevin Asset Management
Massachusetts
$228K
AWM
3152
Avondale Wealth Management
Texas
$227K -$121K -425 -33%
WCFA
3153
Walkner Condon Financial Advisors
Wisconsin
$227K -$48.4K -170 -17%
FFG
3154
Fullen Financial Group
Ohio
$227K +$219K +768 New
CCA
3155
Clearwater Capital Advisors
Illinois
$226K +$4.55K +16 +2%
LAM
3156
LifePro Asset Management
California
$225K -$104K -364 -30%
WHCI
3157
W.H. Cornerstone Investments
Massachusetts
$225K +$239K +841 New
SP
3158
SWS Partners
Ohio
$224K
MWM
3159
Maripau Wealth Management
Indiana
$224K +$20.2K +71 +10%
AP
3160
Americana Partners
Texas
$224K +$239K +840 New
DCM
3161
DGS Capital Management
New Jersey
$223K -$9.96K -35 -4%
AW
3162
Apricus Wealth
South Carolina
$223K
PWA
3163
Peterson Wealth Advisors
Utah
$223K +$238K +835 New
PI
3164
PEAK6 Investments
Illinois
$222K -$3.3M -11,580 -93%
MWA
3165
MFA Wealth Advisors
Pennsylvania
$222K -$11.7K -41 -5%
EI
3166
Ellevest Inc
New York
$222K
NG
3167
NatWest Group
United Kingdom
$221K -$114K -401 -33%
SPFA
3168
Summit Place Financial Advisors
New Jersey
$221K -$13.7K -48 -5%
ACM
3169
Advance Capital Management
Michigan
$221K +$21.6K +76 +10%
LA
3170
Lifeworks Advisors
Michigan
$220K -$262K -919 -55%
GWM
3171
Grand Wealth Management
Michigan
$220K +$7.97K +28 +4%
MFG
3172
Menard Financial Group
Texas
$220K +$235K +825 New
BB
3173
Berkshire Bank
Massachusetts
$219K
FF
3174
Friedenthal Financial
New Jersey
$219K
PIM
3175
Provident Investment Management
Michigan
$219K

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.