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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
GWMI
3326
Guardian Wealth Management (Illinois)
Illinois
$46K
JWBC
3327
John W. Brooker & Co
California
$46K +$13.8K +44 +35%
NC
3328
NewSquare Capital
Pennsylvania
$40K
WAM
3329
Worth Asset Management
Texas
$39K -$1.57M -5,020 -97%
TAIM
3330
TD Ameritrade Investment Management
Nebraska
$34K -$16.9K -54 -31%
EAM
3331
Eukles Asset Management
Ohio
$34K +$6.27K +20 +19%
LWA
3332
Lowe Wealth Advisors
Maryland
$33K
MG
3333
MilWealth Group
Wisconsin
$32.2K
NOI
3334
Newton One Investments
Delaware
$32K
SC
3335
Schubert & Co
Texas
$32K +$19.8K +63 +113%
EL
3336
EMFO LLC
Florida
$30K
AIA
3337
Armor Investment Advisors
North Carolina
$29K
MS
3338
Mizuho Securities
Japan
$28K
BCM
3339
Birch Capital Management
Texas
$27.3K
PP
3340
PrairieView Partners
Minnesota
$27K -$318K -1,014 -91%
BC
3341
Belmont Capital
California
$27K
CAM
3342
Capco Asset Management
Florida
$27K
MWA
3343
Miller Wealth Advisors
Colorado
$27K
RF
3344
Robbins Farley
New Hampshire
$27K
BCA
3345
Bray Capital Advisors
Florida
$26K
ECG
3346
Edge Capital Group
Georgia
$23K -$4.83M -15,398 -97%
WA
3347
Win Advisors
Florida
$22K +$8.47K +27 +53%
EIM
3348
Essex Investment Management
Massachusetts
$21K
KA
3349
Kozak & Associates
Colorado
$18K
HF
3350
Halpern Financial
Virginia
$17.5K -$12.9K -41 -39%

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.