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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
EA
3226
Evolution Advisers
Virginia
$174K
PA
3227
PSI Advisors
Florida
$169K
IRC
3228
Investors Research Corp
Georgia
$167K +$3.98K +14 +2%
DI
3229
Disciplined Investments
Oklahoma
$164K +$20.8K +73 +13%
ARIS
3230
Advanced Research Investment Solutions
California
$164K +$75.1K +264 +75%
SFCL
3231
Strengthening Families & Communities LLC
Massachusetts
$162K -$49.8K -175 -22%
LD
3232
Lipe & Dalton
New York
$162K
IBOK
3233
Independence Bank of Kentucky
Kentucky
$154K
OSNBOA
3234
Old Second National Bank of Aurora
Illinois
$153K
QCI
3235
Quaker Capital Investments
Pennsylvania
$152K
TAM
3236
Tucker Asset Management
Colorado
$150K
SIA
3237
Sit Investment Associates
Minnesota
$142K
WWM
3238
Wolff Wiese Magana
California
$142K +$569 +2 +0.4%
CBT
3239
Central Bank & Trust
Kentucky
$140K +$35.6K +125 +31%
HWM
3240
HighMark Wealth Management
Minnesota
$137K +$7.11K +25 +5%
AA
3241
AlphaMark Advisors
Kentucky
$134K
BG
3242
Bollard Group
Massachusetts
$134K
SVCF
3243
Silicon Valley Community Foundation
California
$132K
SAM
3244
Sycomore Asset Management
France
$132K
VIA
3245
Virtus Investment Advisers
Connecticut
$132K +$141K +495 New
CWM
3246
Cranbrook Wealth Management
Michigan
$130K
ASBI
3247
American State Bank (Iowa)
Iowa
$129K -$14.2K -50 -9%
IA
3248
IFS Advisors
Kansas
$125K
BBPWM
3249
Blue Bell Private Wealth Management
Pennsylvania
$123K +$10.5K +37 +9%
CIR
3250
Clear Investment Research
Georgia
$122K +$285 +1 +0.2%

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.