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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
ACMA
3251
Arbor Capital Management (Alaska)
Alaska
$202K
WAM
3252
Wallington Asset Management
Indiana
$202K +$232K +740 New
PCTC
3253
Perkins Coie Trust Company
Washington
$201K -$61.2K -195 -21%
LPWM
3254
Lake Point Wealth Management
Texas
$201K
OGC
3255
Oak Grove Capital
New Hampshire
$201K
PCMF
3256
Private Capital Management (Florida)
Florida
$201K
HPWM
3257
High Pines Wealth Management
Massachusetts
$200K -$952K -3,033 -81%
SA
3258
Scarborough Advisors
Maryland
$200K
SWM
3259
Shakespeare Wealth Management
Wisconsin
$200K
SRSA
3260
S.R. Schill & Associates
Washington
$200K
APWA
3261
Atlas Private Wealth Advisors
New Jersey
$200K +$7.84K +25 +4%
MW
3262
Milestone Wealth
New York
$196K
CAM
3263
Costello Asset Management
Pennsylvania
$194K -$235K -750 -51%
Loomis, Sayles & Company
3264
Loomis, Sayles & Company
Massachusetts
$194K -$16.6K -53 -7%
MBFW
3265
Morton Brown Family Wealth
Pennsylvania
$192K +$941 +3 +0.4%
MIM
3266
Macroview Investment Management
Maryland
$184K
EA
3267
Evolution Advisers
Virginia
$181K
KFP
3268
KB Financial Partners
New Jersey
$180K -$3.77K -12 -2%
KFS
3269
Kelly Financial Services
Massachusetts
$176K
PA
3270
PSI Advisors
Florida
$173K
CM
3271
Cornerstone Management
Georgia
$171K
JPLA
3272
Joseph P. Lucia & Associates
New York
$167K +$16.6K +53 +9%
IRC
3273
Investors Research Corp
Georgia
$167K +$60.9K +194 +47%
ETC
3274
Exchange Traded Concepts
Oklahoma
$166K +$42.7K +136 +29%
LD
3275
Lipe & Dalton
New York
$165K

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.