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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
OMC
3476
Old Mission Capital
Illinois
-$268K -759 Closed
FI
3477
Fractal Investments
Connecticut
-$265K -750 Closed
GIM
3478
Grassi Investment Management
California
-$256K -726 Closed
AC
3479
Asio Capital
Kentucky
-$255K -723 Closed
FFG
3480
Fullen Financial Group
Ohio
-$254K -719 Closed
AWP
3481
Accretive Wealth Partners
New Jersey
-$253K -718 Closed
CIP
3482
Capital Insight Partners
Arizona
-$253K -717 Closed
WMA
3483
West Michigan Advisors
Michigan
-$253K -717 Closed
RWM
3484
Reston Wealth Management
Virginia
-$253K -716 Closed
F
3485
F3Logic
Minnesota
-$252K -709 Closed
RWM
3486
Refined Wealth Management
Utah
-$249K -706 Closed
RA
3487
Riversedge Advisors
Delaware
-$248K -704 Closed
TC
3488
Tenret Company
Florida
-$248K -703 Closed
LRIC
3489
Long Road Investment Counsel
Michigan
-$247K -700 Closed
OPWM
3490
Oxinas Partners Wealth Management
Indiana
-$247K -700 Closed
WFPG
3491
Waller Financial Planning Group
Ohio
-$246K -698 Closed
BSAM
3492
Blue Square Asset Management
New York
-$246K -697 Closed
MIM
3493
Montgomery Investment Management
Maryland
-$245K -694 Closed
CIC
3494
Chase Investment Counsel
Virginia
-$243K -689 Closed
NF
3495
Nikulski Financial
Iowa
-$242K -687 Closed
PWA
3496
Peterson Wealth Advisors
Utah
-$242K -686 Closed
JG
3497
Jefferies Group
New York
-$241K -684 Closed
MI
3498
Moneywise Inc
Virginia
-$241K -683 Closed
SCM
3499
Stordahl Capital Management
Colorado
-$240K -681 Closed
IIM
3500
Ironwood Investment Management
Massachusetts
-$240K -680 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.