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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
GIA
3376
Goodwin Investment Advisory
Georgia
$137
MSL
3377
Mackay Shields LLC
New York
-$92.4M -261,822 Closed
GC
3378
Gobi Capital
California
-$75.8M -214,670 Closed
ACM
3379
Ardent Capital Management
Ohio
-$49.7M -140,697 Closed
Twin Tree Management
3380
Twin Tree Management
Texas
-$40.6M -115,130 Closed
WTA
3381
Washington Trust Advisors
Massachusetts
-$38.1M -108,033 Closed
AFA
3382
American Financial Advisors
Georgia
-$26.5M -75,216 Closed
NFC
3383
Northeast Financial Consultants
Connecticut
-$22.5M -63,881 Closed
PAM
3384
Peak Asset Management
Colorado
-$15.3M -43,390 Closed
MWM
3385
Mission Wealth Management
California
-$14.3M -40,651 Closed
FANJ
3386
Financial Architects (New Jersey)
New Jersey
-$12.4M -35,012 Closed
IRF
3387
IBM Retirement Fund
New York
-$10.3M -29,267 Closed
MCM
3388
Manchester Capital Management
Vermont
-$9.74M -27,602 Closed
WG
3389
Welch Group
Alabama
-$9.11M -25,809 Closed
PA
3390
Perennial Advisors
New York
-$8.63M -24,448 Closed
GP
3391
Geneva Partners
Wisconsin
-$7.92M -22,434 Closed
BFIC
3392
Bedell Frazier Investment Counselling
California
-$6.72M -19,033 Closed
Barrow, Hanley, Mewhinney & Strauss
3393
Barrow, Hanley, Mewhinney & Strauss
Texas
-$6.46M -18,306 Closed
DJYG
3394
David J. Yvars Group
Florida
-$6.42M -18,181 Closed
EWM
3395
Empirical Wealth Management
Washington
-$5.67M -16,080 Closed
JAM
3396
Jupiter Asset Management
United Kingdom
-$5.64M -15,987 Closed
BHTS
3397
Bar Harbor Trust Services
Maine
-$5.26M -14,909 Closed
OC
3398
Optimas Capital
Hong Kong
-$5.05M -14,300 Closed
PWP
3399
Personal Wealth Partners
Minnesota
-$4.92M -13,940 Closed
MWA
3400
Meridian Wealth Advisors
Texas
-$4.44M -12,583 Closed

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.