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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
MUMSS
3326
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K
TCM
3327
TD Capital Management
Tennessee
$5K +$5.69K +20 New
BIM
3328
Baldwin Investment Management
Pennsylvania
$4.51K -$205K -721 -4%
FHC
3329
First Heartland Consultants
Missouri
$3.28K +$105K +368 +3%
LFASL
3330
Lugano Financial Advisors SA (LFA)
Switzerland
$3K
NC
3331
Noked Capital
Israel
$2.08K +$972K +3,416 +78%
NDSI
3332
Newman Dignan & Sheerar Inc
Rhode Island
$1.71K -$31K -109 -2%
EWM
3333
Executive Wealth Management
Michigan
$1.38K -$1.19M -4,180 -75%
MGIM
3334
M&G Investment Management
United Kingdom
$1.25K -$134K -471 -9%
JMF
3335
Johnson Midwest Financial
Iowa
$1.07K -$15.1K -53 -1%
AAP
3336
Arax Advisory Partners
Colorado
$1K
DI
3337
DRH Investments
California
$1K
LSA
3338
Lansing Street Advisors
Pennsylvania
$1K
UFF
3339
USA Financial Formulas
Michigan
$1K
PI
3340
PFS Investments
Georgia
$867 -$5.98K -21 -0.6%
BNP Paribas Financial Markets
3341
BNP Paribas Financial Markets
France
-$197M -722,621 Closed
GHCMRT
3342
Graham Holdings Co Master Retirement Trust
Virginia
-$101M -368,194 Closed
VCM
3343
Voleon Capital Management
California
-$81.9M -300,000 Closed
Squarepoint
3344
Squarepoint
New York
-$73M -267,392 Closed
Parallax Volatility Advisers
3345
Parallax Volatility Advisers
California
-$31.3M -110,115 Closed
VIP
3346
Vantage Investment Partners
Missouri
-$23.8M -87,247 Closed
RPI
3347
Railway Pension Investments
United Kingdom
-$18.4M -67,300 Closed
HF
3348
HRT Financial
New York
-$11M -40,451 Closed
APS
3349
American Planning Services
Florida
-$10.8M -39,503 Closed
DWM
3350
Dakota Wealth Management
Florida
-$10.2M -37,221 Closed

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.