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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
ES
3451
Eagle Strategies
New York
-$379K -1,075 Closed
MFA
3452
McClarren Financial Advisors
Pennsylvania
-$377K -1,072 Closed
EA
3453
Echo45 Advisors
California
-$373K -1,056 Closed
RK
3454
Rather & Kittrell
Tennessee
-$369K -1,046 Closed
HWM
3455
Howard Wealth Management
Connecticut
-$354K -1,005 Closed
SEEDPG
3456
S.E.E.D. Planning Group
New York
-$350K -992 Closed
FM
3457
Foster & Motley
Ohio
-$341K -965 Closed
TVWM
3458
Tower View Wealth Management
Wisconsin
-$338K -957 Closed
WMA
3459
Wealth Management Associates
New Jersey
-$330K -935 Closed
SCA
3460
St. Clair Advisors
Ohio
-$328K -930 Closed
VCS
3461
Vaughan & Co Securities
New Jersey
-$328K -930 Closed
BO
3462
Bank OZK
Arkansas
-$319K -904 Closed
PAG
3463
Paladin Advisory Group
Iowa
-$274K -874 Closed
GSIS
3464
Global Strategic Investment Solutions
Arizona
-$305K -864 Closed
NFG
3465
Northeast Financial Group
Pennsylvania
-$305K -863 Closed
MS
3466
Maven Securities
Jersey
-$269K -859 Closed
OF
3467
Outfitter Financial
Maine
-$302K -855 Closed
WCM
3468
Wealthcare Capital Management
Virginia
-$298K -845 Closed
PBF
3469
Petix & Botte Financial
California
-$278K -788 Closed
ACM
3470
Alamar Capital Management
California
-$276K -781 Closed
SLWA
3471
San Luis Wealth Advisors
California
-$231K -772 Closed
PCOC
3472
Power Corp of Canada
Canada
-$272K -770 Closed
SPWM
3473
Spartan Planning & Wealth Management
North Carolina
-$272K -770 Closed
QC
3474
QCM Cayman
Texas
-$270K -764 Closed
WA
3475
Wealthstream Advisors
New York
-$269K -761 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.