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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
SCA
301
STALEY CAPITAL ADVISERS
Pennsylvania
$56.1M +$750K +2,635 +1%
CNB
302
Czech National Bank
Czech Republic
$56M +$59.7M +209,690 New
FAF
303
Fjarde Ap-fonden
Sweden
$55.6M
OAM
304
Oppenheimer Asset Management
New York
$55.2M +$1.59M +5,593 +3%
SIG
305
Stonegate Investment Group
Alabama
$55.2M +$1.12M +3,920 +2%
BBVA
306
Banco Bilbao Vizcaya Argentaria
Spain
$55.1M -$14.5M -51,016 -20%
CSIC
307
Clifford Swan Investment Counsel
California
$54.8M -$2.18M -7,658 -4%
UB
308
UMB Bank
Missouri
$54.5M +$300K +1,053 +0.5%
CIM
309
Confluence Investment Management
Missouri
$54.5M -$693K -2,434 -1%
SL
310
Summitry LLC
California
$54.3M +$257K +902 +0.4%
Zurich Cantonal Bank
311
Zurich Cantonal Bank
Switzerland
$53.9M +$6.52M +22,927 +13%
Citadel Advisors
312
Citadel Advisors
Florida
$53.8M +$608K +2,135 +1%
SCP
313
Seizert Capital Partners
Michigan
$53.5M +$52.9K +186 +0.1%
DAM
314
Davis Asset Management
California
$53.4M
X
315
Xponance
Pennsylvania
$52.8M +$12.9M +45,438 +30%
MML Investors Services
316
MML Investors Services
Massachusetts
$52.5M +$1.53M +5,373 +3%
FFA
317
First Foundation Advisors
California
$52.3M +$938K +3,296 +2%
HCM
318
Howland Capital Management
Massachusetts
$52.2M +$384K +1,351 +0.7%
PGFC
319
Peapack-Gladstone Financial Corp
New Jersey
$51.7M +$11.4M +40,225 +26%
MAA
320
Mraz Amerine & Associates
California
$51.5M -$424K -1,489 -0.8%
TBC
321
Tweedy, Browne Co
Connecticut
$51.5M -$753K -2,646 -1%
MAM
322
Meeder Asset Management
Ohio
$51M +$8.52M +29,949 +19%
WT
323
Whittier Trust
California
$50.8M +$845K +2,971 +2%
ERSOT
324
Employees Retirement System of Texas
Texas
$50.8M -$8.75M -30,755 -14%
WCA
325
Waratah Capital Advisors
Ontario, Canada
$50.2M +$43.8M +154,061 +455%

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.