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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
HCM
3426
Hilton Capital Management
New York
-$218K -800 Closed
NEPPG
3427
New England Professional Planning Group
Rhode Island
-$217K -793 Closed
BA
3428
BCM Advisors
Louisiana
-$225K -783 Closed
AIA
3429
Angeles Investment Advisors
California
-$213K -780 Closed
OCM
3430
One Capital Management
California
-$211K -775 Closed
PIM
3431
Parker Investment Management
California
-$204K -748 Closed
AA
3432
Axiom Advisory
California
-$204K -746 Closed
SPI
3433
Santori & Peters Inc
Pennsylvania
-$203K -746 Closed
CWA
3434
CM Wealth Advisors
Ohio
-$203K -745 Closed
MFA
3435
Morling Financial Advisors
California
-$202K -741 Closed
WAM
3436
Wallington Asset Management
Indiana
-$202K -740 Closed
PCMF
3437
Private Capital Management (Florida)
Florida
-$201K -736 Closed
LWIC
3438
Leith Wheeler Investment Counsel
British Columbia, Canada
-$258K -735 Closed
SRSA
3439
S.R. Schill & Associates
Washington
-$200K -734 Closed
APWA
3440
Atlas Private Wealth Advisors
New Jersey
-$200K -733 Closed
SWM
3441
Shakespeare Wealth Management
Wisconsin
-$200K -733 Closed
JPLA
3442
Joseph P. Lucia & Associates
New York
-$167K -611 Closed
GKIM
3443
GW&K Investment Management
Massachusetts
-$116K -426 Closed
VRM
3444
Vectors Research Management
New York
-$60K -218 Closed
AIA
3445
Armor Investment Advisors
North Carolina
-$29K -108 Closed
RF
3446
Robbins Farley
New Hampshire
-$27K -100 Closed
DFCM
3447
Dark Forest Capital Management
Puerto Rico
-$3K -12 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.