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Berkshire Hathaway Class B

3,374 hedge funds and large institutions have $228B invested in Berkshire Hathaway Class B in 2022 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 1,418 increasing their positions, 1,280 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $4.92B | Put options by funds: $3.82B

11% more repeat investments, than reductions

Existing positions increased: 1,418 | Existing positions reduced: 1,280

1.33% less ownership

Funds ownership: 66.58%65.25% (-1.3%)

2% less funds holding

Funds holding: 3,4493,374 (-75)

12% less funds holding in top 10

Funds holding in top 10: 653577 (-76)

20% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 165

24% less capital invested

Capital invested by funds: $301B → $228B (-$72.5B)

Holders
3,374
Holders Change
-75
Holders Change %
-2.17%
% of All Funds
56.84%
Holding in Top 10
577
Holding in Top 10 Change
-76
Holding in Top 10 Change %
-11.64%
% of All Funds
9.72%
New
132
Increased
1,418
Reduced
1,280
Closed
165
Calls
$4.92B
Puts
$3.82B
Net Calls
+$1.1B
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
3201
Provident Investment Management
Michigan
$223K +$1.57K +5 +0.6%
SH
3202
Svenska Handelsbanken
Sweden
$221K
JSA
3203
Jacobson & Schmitt Advisors
Wisconsin
$221K +$314 +1 +0.1%
ATWA
3204
Arbor Trust Wealth Advisors
Michigan
$221K +$1.88K +6 +0.7%
OBWP
3205
O'Brien Wealth Partners
Massachusetts
$221K +$45.8K +146 +22%
TFA
3206
Tobias Financial Advisors
Florida
$221K +$254K +810 New
TS
3207
Tamar Securities
California
$220K -$24.2K -77 -9%
MTWM
3208
Masso Torrence Wealth Management
New Jersey
$220K +$32.9K +105 +15%
MWA
3209
Motive Wealth Advisors
Michigan
$219K -$5.96K -19 -2%
OA
3210
Operose Advisors
Wisconsin
$219K
1CP
3211
17 Capital Partners
Arizona
$218K
HCM
3212
Hilton Capital Management
New York
$218K
NME
3213
Notis-McConarty Edward
$218K
GWM
3214
Grand Wealth Management
Michigan
$218K +$4.39K +14 +2%
HA
3215
HFG Advisors
Ohio
$218K +$11.3K +36 +5%
BCCM
3216
Bridge Creek Capital Management
Massachusetts
$218K +$31.4K +100 +14%
EAM
3217
Empirical Asset Management
Massachusetts
$217K -$11K -35 -4%
NEPPG
3218
New England Professional Planning Group
Rhode Island
$217K
SFA
3219
Source Financial Advisors
New York
$217K +$29.5K +94 +13%
BDS
3220
Banco de Sabadell
Florida
$216K -$1.49M -4,735 -86%
SAM
3221
Stone Asset Management
Texas
$216K
SPA
3222
Sentinel Pension Advisors
Massachusetts
$216K +$9.41K +30 +4%
CCM
3223
Chiron Capital Management
Florida
$215K
PCA
3224
Providence Capital Advisors
North Carolina
$214K -$10.4K -33 -4%
ST
3225
Sentinel Trust
Texas
$214K +$12.2K +39 +5%

BRK.B Hedge Fund Activity: Q2 2022 in Review

3,374 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2022, worth a combined $228B — down 24% from $301B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of BRK.B and 132 opened new positions — a net loss of 33 holders — while 1,280 trimmed existing stakes and 1,418 added.

The largest buyer was Morgan Stanley, adding an estimated $2.06B. The largest seller was Frontier Wealth Management, cutting an estimated $5.87B.

  • 3,374 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2022, down from 3,449 in Q1 2022.
  • Funds reported $228B of Berkshire Hathaway Class B stock for Q2 2022, down 24% quarter-over-quarter.
  • 132 funds opened new Berkshire Hathaway Class B positions in Q2 2022 and 165 closed out, a net change of -33 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2022 was Morgan Stanley, an estimated $2.06B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2022 was Frontier Wealth Management, an estimated $5.87B sold.

Based on aggregated 13F filings for Q2 2022.