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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
FGAM
3351
Financial Gravity Asset Management
Texas
$15.2K -$538K -1,715 -10%
SCA
3352
Stuart Chaussee & Associates
California
$15K
PVH
3353
Psagot Value Holdings
Israel
$14K
KC
3354
Kenfarb & Co
Kentucky
$13K
APP
3355
Alpha Paradigm Partners
Illinois
$12K +$13.8K +44 New
RCM
3356
Ravenstone Capital Management
$10.4K
SC
3357
Solstein Capital
California
$8K
SC
3358
Siena Capital
Ohio
$7K -$9.72K -31 -55%
MIFH
3359
Migdal Insurance & Financial Holdings
Israel
$5K
MUMSS
3360
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K
CAM
3361
ClariVest Asset Management
California
$5K +$5.65K +18 New
BIM
3362
Baldwin Investment Management
Pennsylvania
$4.81K +$153K +488 +3%
BPC
3363
Banque Pictet & Cie
Switzerland
$4.13K +$957K +3,052 +25%
IAIM
3364
International Assets Investment Management
Florida
$3.56K +$640K +2,040 +19%
DFCM
3365
Dark Forest Capital Management
Puerto Rico
$3K +$3.77K +12 New
LFASL
3366
Lugano Financial Advisors SA (LFA)
Switzerland
$2K
MGIM
3367
M&G Investment Management
United Kingdom
$1.41K +$10.4K +33 +0.6%
AAP
3368
Arax Advisory Partners
Colorado
$1K -$8.19M -26,117 -100%
UFF
3369
USA Financial Formulas
Michigan
$1K -$729K -2,324 -100%
DI
3370
DRH Investments
California
$1K
LSA
3371
Lansing Street Advisors
Pennsylvania
$1K
IFO
3372
Independent Family Office
New York
$953 +$136K +434 +14%
HT
3373
HighTower Trust
Texas
$927 +$78.1K +249 +8%
GSAM
3374
Grant Street Asset Management
Pennsylvania
$831
ONST
3375
Old North State Trust
North Carolina
$752

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.