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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
SWM
3176
Selective Wealth Management
Virginia
$219K
OBWP
3177
O'Brien Wealth Partners
Massachusetts
$219K +$3.13K +11 +1%
5SA
3178
5th Street Advisors
Connecticut
$219K +$233K +820 New
EA
3179
Eudaimonia Advisors
Tennessee
$218K -$5.69K -20 -2%
SAM
3180
Smithbridge Asset Management
Pennsylvania
$217K -$20.2K -71 -8%
CAN
3181
Claraphi Advisory Network
United States
$216K -$33.9K -119 -13%
JSA
3182
Jacobson & Schmitt Advisors
Wisconsin
$216K
CB
3183
CNB Bank
Pennsylvania
$215K -$71.4K -251 -24%
M1FG
3184
Mach-1 Financial Group
Arkansas
$215K -$12K -42 -5%
MTWM
3185
Masso Torrence Wealth Management
New Jersey
$215K
RA
3186
Rodgers & Associates
Pennsylvania
$214K -$41.8K -147 -15%
1CP
3187
17 Capital Partners
Arizona
$214K
ATWA
3188
Arbor Trust Wealth Advisors
Michigan
$214K
NME
3189
Notis-McConarty Edward
$214K
BDS
3190
Banco de Sabadell
Florida
$213K
BCCM
3191
Bridge Creek Capital Management
Massachusetts
$213K
EAM
3192
Empirical Asset Management
Massachusetts
$213K
UWM
3193
USAdvisors Wealth Management
Minnesota
$211K -$342K -1,201 -60%
TFA
3194
Tobias Financial Advisors
Florida
$211K -$5.41K -19 -2%
PMIA
3195
Patrick Mauro Investment Advisor
Illinois
$211K +$225K +789 New
CCM
3196
Chiron Capital Management
Florida
$210K
PCA
3197
Providence Capital Advisors
North Carolina
$210K
FFW
3198
Fusion Family Wealth
New York
$209K -$128K -450 -37%
ACM
3199
Alamar Capital Management
California
$209K +$222K +781 New
ST
3200
Sentinel Trust
Texas
$208K -$1.42K -5 -0.6%

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.