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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
SFO
3251
Standard Family Office
South Dakota
$122K +$130K +456 New
CM
3252
Cornerstone Management
Georgia
$120K -$50.9K -179 -29%
GCS
3253
Gordian Capital (Singapore)
Singapore
$117K
ETC
3254
Exchange Traded Concepts
Oklahoma
$116K -$49.2K -173 -28%
DWA
3255
Dougherty Wealth Advisers
Minnesota
$115K +$122K +430 New
ACM
3256
Antonetti Capital Management
Florida
$113K
HC
3257
Hoese & Co
Minnesota
$107K
CCMW
3258
Cypress Capital Management (Wyoming)
Wyoming
$105K
IUHSA
3259
Itau Unibanco Holding S.A.
Brazil
$105K +$112K +395 New
SC
3260
Steph & Co
Wisconsin
$104K
IHWM
3261
Iron Horse Wealth Management
Iowa
$101K -$257K -903 -70%
WBC
3262
West Branch Capital
Massachusetts
$98K
WTA
3263
Washington Trust Advisors
Massachusetts
$95K +$101K +355 New
MIP
3264
Mondrian Investment Partners
United Kingdom
$94.7K +$96.4M +338,739 +2,135%
IAIM
3265
Industrial Alliance Investment Management
Quebec, Canada
$93K +$569 +2 +0.6%
HI
3266
Hoey Investments
Pennsylvania
$92K -$28.5K -100 -23%
LPP
3267
Life Planning Partners
Florida
$88.1K
FMTCOCP
3268
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$85K
IWP
3269
IAG Wealth Partners
Wisconsin
$84K
PCH
3270
Polar Capital Holdings
United Kingdom
$83.5K -$810K -2,847 -0.9%
OA
3271
Operose Advisors
Wisconsin
$80K -$143K -502 -63%
IFA
3272
Interactive Financial Advisors
Illinois
$80K
SCM
3273
Silvant Capital Management
Georgia
$76K
AIM
3274
Axiom Investment Management
New York
$76K +$80.2K +282 New
ARS
3275
Adirondack Retirement Specialists
New York
$76K +$80.5K +283 New

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.