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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
EW
3301
Emerson Wealth
Michigan
$109K +$67.4K +215 +117%
CCMW
3302
Cypress Capital Management (Wyoming)
Wyoming
$107K
GCS
3303
Gordian Capital (Singapore)
Singapore
$106K -$2.03M -6,465 -94%
SC
3304
Steph & Co
Wisconsin
$106K
WBC
3305
West Branch Capital
Massachusetts
$100K
ARIS
3306
Advanced Research Investment Solutions
California
$96K
IAIM
3307
Industrial Alliance Investment Management
Quebec, Canada
$95K +$34.5K +110 +46%
MWC
3308
MBM Wealth Consultants
Missouri
$92K +$915K +2,916 +5,832%
LPP
3309
Life Planning Partners
Florida
$90K
GCM
3310
Gables Capital Management
Florida
$89K
FMTCOCP
3311
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$87K
PCH
3312
Polar Capital Holdings
United Kingdom
$86.2K +$8.39M +26,739 +9%
IWP
3313
IAG Wealth Partners
Wisconsin
$86K
IFA
3314
Interactive Financial Advisors
Illinois
$82K
SCM
3315
Silvant Capital Management
Georgia
$77K
FFC
3316
First Financial Corp
Indiana
$75K +$1.25K +4 +1%
CP
3317
Corbenic Partners
Pennsylvania
$67K
DWA
3318
Delos Wealth Advisors
Texas
$66K -$49.9K -159 -40%
VRM
3319
Vectors Research Management
New York
$60K -$91K -290 -57%
CWAF
3320
Core Wealth Advisors (Florida)
Florida
$59K
SC
3321
Sawyer & Company
Massachusetts
$57K -$6.27K -20 -7%
AS
3322
Altshuler Shaham
Israel
$55K -$7.84K -25 -11%
BWS
3323
BCR Wealth Strategies
Alabama
$55K
WIM
3324
Wilen Investment Management
Florida
$54K
ACK
3325
Andrew C. Karlinski
$49K

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.