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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
LWA
3301
Lowe Wealth Advisors
Maryland
$32K
MG
3302
MilWealth Group
Wisconsin
$31.5K
NOI
3303
Newton One Investments
Delaware
$31K
WA
3304
Win Advisors
Florida
$31K +$10.8K +38 +49%
BC
3305
Belmont Capital
California
$27K
CAM
3306
Capco Asset Management
Florida
$27K
MWA
3307
Miller Wealth Advisors
Colorado
$27K
PP
3308
PrairieView Partners
Minnesota
$27K
BCM
3309
Birch Capital Management
Texas
$26.7K
BCA
3310
Bray Capital Advisors
Florida
$26K
MS
3311
Mizuho Securities
Japan
$25K
EIM
3312
Essex Investment Management
Massachusetts
$20K
HF
3313
Halpern Financial
Virginia
$19.5K +$2.56K +9 +14%
FGAM
3314
Financial Gravity Asset Management
Texas
$14.3K -$2.11M -7,422 -50%
MWC
3315
MBM Wealth Consultants
Missouri
$14K -$830K -2,916 -98%
SCA
3316
Stuart Chaussee & Associates
California
$14K
MOS
3317
MGO One Seven
Ohio
$13.2K +$782K +2,747 +12%
PVH
3318
Psagot Value Holdings
Israel
$13K
RCM
3319
Ravenstone Capital Management
$10.1K
KC
3320
Kenfarb & Co
Kentucky
$10K
SC
3321
Solstein Capital
California
$8K
SC
3322
Siena Capital
Ohio
$7K
PWP
3323
Principle Wealth Partners
Connecticut
$5.9K +$120K +422 +2%
ACM
3324
Absolute Capital Management
Pennsylvania
$5.39K +$5.69K +20 New
CAM
3325
ClariVest Asset Management
California
$5K

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.