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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
CAMV
3501
Concord Asset Management (Virginia)
Virginia
-$238K -675 Closed
SEM
3502
Strategic Equity Management
Arizona
-$238K -675 Closed
WSWA
3503
Warren Street Wealth Advisors
California
-$237K -672 Closed
MAM
3504
McCarthy Asset Management
California
-$237K -671 Closed
CWM
3505
Cahill Wealth Management
Michigan
-$235K -667 Closed
JAWM
3506
J. Arnold Wealth Management
Ohio
-$235K -665 Closed
HKIMG
3507
Hutchens & Kramer Investment Management Group
Indiana
-$233K -661 Closed
MHB
3508
Midwest Heritage Bank
Iowa
-$233K -661 Closed
MFG
3509
Menard Financial Group
Texas
-$232K -657 Closed
EIA
3510
Eastover Investment Advisors
North Carolina
-$231K -654 Closed
GWAM
3511
Guardian Wealth Advisors (Minnesota)
Minnesota
-$231K -654 Closed
FWC
3512
First Washington Corp
Washington
-$229K -650 Closed
CFP
3513
Curran Financial Partners
South Carolina
-$229K -649 Closed
PD
3514
Planning Directions
Pennsylvania
-$229K -649 Closed
TCBWMS
3515
Texas Capital Bank Wealth Management Services
Texas
-$227K -644 Closed
CI
3516
Ceera Investments
Texas
-$223K -632 Closed
PCM
3517
Perritt Capital Management
Illinois
-$219K -620 Closed
PWM
3518
Pacific Wealth Management
California
-$216K -612 Closed
MWM
3519
MinichMacGregor Wealth Management
New York
-$215K -610 Closed
FFA
3520
Freedman Financial Associates
Massachusetts
-$210K -609 Closed
AFS
3521
AFG Fiduciary Services
Massachusetts
-$213K -604 Closed
RWG
3522
Regal Wealth Group
California
-$209K -595 Closed
PWA
3523
PCG Wealth Advisors
Kansas
-$209K -593 Closed
CBOR
3524
Community Bank of Raymore
Missouri
-$208K -590 Closed
AWP
3525
Ascent Wealth Partners
New York
-$207K -587 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.