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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
AIA
3226
Angeles Investment Advisors
California
$213K -$187K -595 -43%
GG
3227
Golden Green
South Carolina
$212K -$28.2K -90 -10%
SPI
3228
Sutton Place Investors
New York
$212K -$16.3K -52 -6%
SFG
3229
Steward Financial Group
Texas
$212K +$4.08K +13 +2%
OCM
3230
One Capital Management
California
$211K -$2.28M -7,257 -90%
BC
3231
Barnett & Company
Tennessee
$210K
HPIA
3232
Hamilton Point Investment Advisors
North Carolina
$210K
LB
3233
Leo Brokerage
Texas
$209K -$509K -1,621 -68%
WEPOG
3234
Wealth Enhancement & Preservation of GA
Georgia
$209K -$1.57K -5 -0.7%
MAM
3235
MMA Asset Management
Pennsylvania
$209K
DA
3236
Detalus Advisors
Missouri
$208K -$31.4K -100 -12%
EC
3237
EdgeRock Capital
Colorado
$208K +$239K +763 New
PAM
3238
Peninsula Asset Management
Florida
$207K
Mawer Investment Management
3239
Mawer Investment Management
Alberta, Canada
$205K
OCM
3240
Orion Capital Management
California
$205K
PA
3241
Prism Advisors
California
$205K
ACM
3242
Advance Capital Management
Michigan
$205K +$35.5K +113 +18%
PIM
3243
Parker Investment Management
California
$204K -$89.3M -284,508 -100%
FA
3244
Financial Advantage
Maryland
$204K
AA
3245
Axiom Advisory
California
$204K +$3.14K +10 +1%
CWA
3246
CM Wealth Advisors
Ohio
$203K +$234K +745 New
SPI
3247
Santori & Peters Inc
Pennsylvania
$203K -$93.8K -299 -29%
MWM
3248
Maripau Wealth Management
Indiana
$203K
CF
3249
Cantor Fitzgerald
New York
$203K +$234K +745 New
MFA
3250
Morling Financial Advisors
California
$202K -$4.71K -15 -2%

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.