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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
MWP
3426
Meridian Wealth Partners
Pennsylvania
-$1.08M -3,063 Closed
LPARFS
3427
Leverage Partners Absolute Return Fund SPC
Cayman Islands
-$1.07M -3,030 Closed
BWA
3428
Bordeaux Wealth Advisors
California
-$1.06M -3,010 Closed
BCM
3429
BlueCrest Capital Management
Jersey
-$1.01M -2,866 Closed
HWA
3430
HHM Wealth Advisors
Tennessee
-$1M -2,835 Closed
MSCM
3431
McElhenny Sheffield Capital Management
Texas
-$942K -2,670 Closed
DCM
3432
Deuterium Capital Management
Florida
-$886K -2,511 Closed
PHIMC
3433
Private Harbour Investment Management & Counsel
Ohio
-$875K -2,480 Closed
IP
3434
Ignite Planners
California
-$786K -2,343 Closed
MM
3435
MQS Management
New York
-$821K -2,326 Closed
SFWC
3436
Strategic Family Wealth Counselors
New Jersey
-$799K -2,263 Closed
ACP
3437
Arcus Capital Partners
Georgia
-$760K -2,154 Closed
SCC
3438
Steel Canyon Capital
Arizona
-$717K -2,031 Closed
PWM
3439
Prentice Wealth Management
New York
-$687K -1,953 Closed
CWA
3440
Choice Wealth Advisors
Maine
-$673K -1,952 Closed
FPOC
3441
Financial Planners of Cleveland
Ohio
-$602K -1,705 Closed
DACS
3442
Dymon Asia Capital (Singapore)
Singapore
-$600K -1,700 Closed
JWM
3443
Janiczek Wealth Management
Colorado
-$590K -1,672 Closed
CI
3444
CPR Investments
Michigan
-$571K -1,617 Closed
AP
3445
Americana Partners
Texas
-$443K -1,270 Closed
PFM
3446
Phillips Financial Management
Indiana
-$442K -1,250 Closed
LWMNY
3447
Landmark Wealth Management (New York)
New York
-$221K -1,248 Closed
RWRC
3448
R.W. Roge & Company
New York
-$431K -1,221 Closed
RDFA
3449
Ritter Daniher Financial Advisory
Ohio
-$404K -1,144 Closed
CA
3450
Capitolis Advisors
New York
-$387K -1,097 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.