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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
VV
3201
Verity & Verity
South Carolina
$207K +$221K +775 New
TS
3202
Tamar Securities
California
$206K -$9.11K -32 -4%
ACMA
3203
Arbor Capital Management (Alaska)
Alaska
$206K
BC
3204
Barnett & Company
Tennessee
$205K
HPIA
3205
Hamilton Point Investment Advisors
North Carolina
$205K
MAM
3206
MMA Asset Management
Pennsylvania
$205K +$1.14K +4 +0.5%
NF
3207
Nikulski Financial
Iowa
$205K +$218K +767 New
DA
3208
Detalus Advisors
Missouri
$204K
ES
3209
ETF Store
Kansas
$203K -$24.5K -86 -10%
WEPOG
3210
Wealth Enhancement & Preservation of GA
Georgia
$203K
SA
3211
Scarborough Advisors
Maryland
$203K +$7.97K +28 +4%
PAM
3212
Peninsula Asset Management
Florida
$202K
SFG
3213
Steward Financial Group
Texas
$201K -$7.4K -26 -3%
WFPG
3214
Waller Financial Planning Group
Ohio
$201K +$214K +753 New
FA
3215
Financial Advantage
Maryland
$200K
Mawer Investment Management
3216
Mawer Investment Management
Alberta, Canada
$200K
OCM
3217
Orion Capital Management
California
$200K
PA
3218
Prism Advisors
California
$200K
RTC
3219
Riverview Trust Company
Washington
$199K -$191K -670 -47%
PCTC
3220
Perkins Coie Trust Company
Washington
$197K
MW
3221
Milestone Wealth
New York
$191K
MBFW
3222
Morton Brown Family Wealth
Pennsylvania
$188K
Loomis, Sayles & Company
3223
Loomis, Sayles & Company
Massachusetts
$182K -$7.97K -28 -4%
MIM
3224
Macroview Investment Management
Maryland
$180K
KFP
3225
KB Financial Partners
New Jersey
$179K +$2.56K +9 +1%

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.