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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
AAM
3401
Austin Asset Management
Texas
-$453K -1,661 Closed
MC
3402
Matisse Capital
Oregon
-$448K -1,640 Closed
NPT
3403
Nixon Peabody Trust
Massachusetts
-$408K -1,495 Closed
CIAS
3404
CBIZ Investment Advisory Services
Ohio
-$391K -1,433 Closed
KM
3405
Kalos Management
Georgia
-$395K -1,406 Closed
BRC
3406
Bell Rock Capital
Delaware
-$369K -1,353 Closed
SCA
3407
Stillwater Capital Advisors
Pennsylvania
-$366K -1,339 Closed
SPIO
3408
Seven Post Investment Office
California
-$362K -1,328 Closed
CCM
3409
CTC Capital Management
Illinois
-$328K -1,200 Closed
OTL
3410
Oak Thistle LLC
New York
-$324K -1,185 Closed
CICI
3411
Capital Investment Counsel Inc
North Carolina
-$309K -1,132 Closed
JA
3412
JVL Associates
Michigan
-$303K -1,111 Closed
MCM
3413
Monument Capital Management
Virginia
-$298K -1,090 Closed
LBC
3414
Lawrence B. Cohen
-$277K -1,014 Closed
SWM
3415
SFG Wealth Management
Maryland
-$264K -967 Closed
SWAG
3416
Spectrum Wealth Advisory Group
California
-$262K -960 Closed
CPW
3417
Crestmont Private Wealth
Texas
-$254K -932 Closed
CCIA
3418
Campbell & Co Investment Adviser
Maryland
-$247K -903 Closed
NIM
3419
NuWave Investment Management
New Jersey
-$242K -886 Closed
CWM
3420
CMH Wealth Management
New Hampshire
-$235K -860 Closed
CWM
3421
Cordatus Wealth Management
Pennsylvania
-$234K -856 Closed
BFA
3422
BMS Financial Advisors
South Dakota
-$232K -848 Closed
KCM
3423
Kendall Capital Management
Maryland
-$226K -827 Closed
CPC
3424
Cookson Peirce & Co
Pennsylvania
-$224K -820 Closed
BFAG
3425
Blackston Financial Advisory Group
Florida
-$228K -818 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.