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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
DCBT
3276
Dakota Community Bank & Trust
North Dakota
$76K +$81.1K +285 New
FFC
3277
First Financial Corp
Indiana
$73K -$569 -2 -0.7%
WFA
3278
West Financial Advisors
Iowa
$70K +$74.3K +261 New
CA
3279
Cetera Advisors
Colorado
$68K +$38.9M +136,769 +118%
HIM
3280
Hillsdale Investment Management
Ontario, Canada
$67K -$76.3K -268 -52%
DWA
3281
Delos Wealth Advisors
Texas
$67K +$2.56K +9 +4%
SC
3282
Sawyer & Company
Massachusetts
$66K -$2.85K -10 -4%
CWAF
3283
Core Wealth Advisors (Florida)
Florida
$58K
BWS
3284
BCR Wealth Strategies
Alabama
$53K
WIM
3285
Wilen Investment Management
Florida
$53K
CPFP
3286
Clear Perspectives Financial Planning
Ohio
$53K +$56.9K +200 New
FNA
3287
First National Advisers
Nebraska
$53K +$56.9K +200 New
AWM
3288
Ameliora Wealth Management
Switzerland
$52K +$56.9K +200 New
AS
3289
Altshuler Shaham
Israel
$51K -$2.85K -10 -5%
SC
3290
Schubert & Co
Texas
$49K +$18.5K +65 +55%
GCM
3291
Gables Capital Management
Florida
$47K -$42.7K -150 -46%
ACK
3292
Andrew C. Karlinski
$47K -$1.42K -5 -3%
GWMI
3293
Guardian Wealth Management (Illinois)
Illinois
$45K
JWBC
3294
John W. Brooker & Co
California
$45K
NC
3295
NewSquare Capital
Pennsylvania
$39K
WAM
3296
Worth Asset Management
Texas
$37K -$1.14K -4 -3%
EL
3297
EMFO LLC
Florida
$35K +$5.69K +20 +18%
TAIM
3298
TD Ameritrade Investment Management
Nebraska
$34K +$1.71K +6 +5%
Cetera Investment Advisers
3299
Cetera Investment Advisers
Illinois
$34K +$15.3M +53,703 +75%
EAM
3300
Eukles Asset Management
Ohio
$33K

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.