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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
HIMCH
326
Hartford Investment Management Co (HIMCO)
Connecticut
$49.8M +$375K +1,317 +0.7%
DP
327
DDD Partners
Washington
$49.5M +$1.15M +4,029 +2%
BMO
328
Beck Mack & Oliver
New York
$49.4M -$583K -2,050 -1%
CPSAC
329
Chas P. Smith & Associates (CPS)
Florida
$49.2M +$1.26M +4,419 +2%
BAM
330
Burgundy Asset Management
Ontario, Canada
$47.9M -$6.25M -21,956 -11%
CA
331
Cornerstone Advisors
North Carolina
$47.8M
V
332
Veritable
Delaware
$47.5M -$4.21M -14,810 -8%
RIG
333
Roosevelt Investment Group
New York
$47.4M +$421K +1,481 +0.8%
WIM
334
Wittenberg Investment Management
Massachusetts
$47.2M +$94.2K +331 +0.2%
SDIC
335
South Dakota Investment Council
South Dakota
$47.1M +$171K +600 +0.3%
HP
336
Hosking Partners
United Kingdom
$46.9M -$2.55M -8,959 -5%
LWCFA
337
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46.2M +$520K +1,828 +1%
SCM
338
Smead Capital Management
Arizona
$46.1M +$782K +2,747 +2%
TRSOTSOK
339
Teachers Retirement System of the State of Kentucky
Kentucky
$45.9M +$48.9M +171,739 New
Bank of Nova Scotia
340
Bank of Nova Scotia
Ontario, Canada
$45.8M -$35.2M -123,709 -42%
Simplex Trading
341
Simplex Trading
Illinois
$45.8M +$45.5M +159,961 +1,406%
AC
342
Alleghany Corporation
New York
$45.6M
EIA
343
Edgemoor Investment Advisors
Maryland
$45.5M +$74K +260 +0.2%
CK
344
Cohen Klingenstein
New York
$45.5M
MAM
345
Martingale Asset Management
Massachusetts
$45.4M +$4.25M +14,946 +10%
CIC
346
Carnegie Investment Counsel
Ohio
$45.4M -$1.81M -6,347 -4%
FCI
347
Financial Counselors Inc
Kansas
$45.4M -$75.7K -266 -0.2%
SEI Investments
348
SEI Investments
Pennsylvania
$45.2M +$3.9M +13,698 +9%
AIA
349
Avalon Investment & Advisory
Texas
$45.2M -$1.21M -4,238 -2%
SIC
350
Salem Investment Counselors
North Carolina
$45.2M +$250K +877 +0.5%

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.