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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
TW
3401
Transform Wealth
Colorado
-$4.38M -12,412 Closed
AC
3402
Amitell Capital
Singapore
-$4.11M -11,650 Closed
SG
3403
StoneX Group
New York
-$3.86M -10,937 Closed
Legacy Financial Group (Iowa)
3404
Legacy Financial Group (Iowa)
Iowa
-$3.68M -10,415 Closed
JFA
3405
JNBA Financial Advisors
Minnesota
-$3.55M -10,063 Closed
FWP
3406
FAS Wealth Partners
Kansas
-$3.21M -9,107 Closed
SW
3407
SteelPeak Wealth
California
-$3.21M -9,107 Closed
MWM
3408
Merriman Wealth Management
Washington
-$2.75M -7,791 Closed
FI
3409
Fosun International
China
-$2.68M -7,497 Closed
Holocene Advisors
3410
Holocene Advisors
New York
-$2.5M -7,094 Closed
DTIM
3411
Danda Trouve Investment Management
Kansas
-$2.46M -6,975 Closed
FSA
3412
Financial Sense Advisors
California
-$2.46M -6,956 Closed
MFS
3413
Mirabella Financial Services
United Kingdom
-$2.38M -6,745 Closed
LP
3414
LMR Partners
United Kingdom
-$2.25M -6,377 Closed
BHWM
3415
Beaird Harris Wealth Management
Texas
-$1.86M -5,272 Closed
HR
3416
Hardy Reed
Mississippi
-$1.81M -5,131 Closed
WFI
3417
West Family Investments
California
-$1.72M -4,859 Closed
ED
3418
Exane Derivatives
France
-$1.49M -4,216 Closed
IAS
3419
IMA Advisory Services
Colorado
-$1.45M -4,105 Closed
RIM
3420
Redwood Investment Management
Arizona
-$1.36M -3,841 Closed
PFA
3421
Pettinga Financial Advisors
Indiana
-$1.29M -3,648 Closed
AWM
3422
Atticus Wealth Management
Florida
-$1.22M -3,454 Closed
TC
3423
Trilogy Capital
California
-$1.19M -3,360 Closed
CFA
3424
Camarda Financial Advisors
Florida
-$1.18M -3,339 Closed
RVPG
3425
Relative Value Partners Group
-$1.14M -3,231 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.