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Berkshire Hathaway Class B
BRK.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: 577 → 612 (+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: 3,374 → 3,339 (-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

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$478M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$435M
3
Norges Bank
Norges Bank
Norway
+$373M
4
Barclays
Barclays
United Kingdom
+$338M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$307M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.42B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$380M
3
Renaissance Technologies
Renaissance Technologies
New York
-$373M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$317M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$197M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
376
Securian Asset Management
Minnesota
$39.3M +$119K +417 +0.3%
CCB
377
Cutter & Co Brokerage
Missouri
$39M -$378K -1,328 -0.9%
MJRIC
378
Mogy Joel R Investment Counsel
California
$38.8M +$182K +640 +0.4%
PP
379
Prospector Partners
Connecticut
$38.8M +$302K +1,060 +0.7%
MIM
380
Miller Investment Management
Pennsylvania
$38.6M -$213K -748 -0.5%
Wolverine Trading
381
Wolverine Trading
Illinois
$38.6M +$13M +45,579 +47%
GIA
382
Guyasuta Investment Advisors
Pennsylvania
$38.4M +$596K +2,095 +1%
AWM
383
AE Wealth Management
Kansas
$38.3M +$2.19M +7,708 +6%
NPF
384
Norris Perne & French
Michigan
$38.1M +$1.98M +6,951 +5%
GT
385
Greenleaf Trust
Michigan
$38M +$661K +2,322 +2%
ACM
386
Ardent Capital Management
Ohio
$38M +$40.5M +142,188 New
AWS
387
Atria Wealth Solutions
New York
$37.9M +$3.19M +11,210 +9%
KRS
388
Kentucky Retirement Systems
Kentucky
$37.7M +$1.99M +7,003 +5%
AZ
389
Aquamarine Zurich
Switzerland
$37.5M +$40M +140,600 New
MSRPS
390
Maryland State Retirement & Pension System
Maryland
$37.4M +$265K +930 +0.7%
Luther King Capital Management (LKCM)
391
Luther King Capital Management (LKCM)
Texas
$37.3M +$779K +2,739 +2%
CAI
392
Capital Advisors Inc
Oklahoma
$37.3M +$830K +2,916 +2%
PCM
393
Parsons Capital Management
Rhode Island
$37.2M -$2.85K -10 -0%
OSAM
394
O'Shaughnessy Asset Management
Connecticut
$36.9M +$1.44M +5,078 +4%
1832 Asset Management
395
1832 Asset Management
Ontario, Canada
$36.8M +$16.8M +59,137 +75%
DJSG
396
D.J. St. Germain
Massachusetts
$36.5M – – –
BB
397
Busey Bank
Illinois
$36.5M +$512K +1,800 +1%
SWM
398
Segment Wealth Management
Texas
$36M +$1.22M +4,302 +3%
DC
399
Defender Capital
North Carolina
$36M +$3.93M +13,799 +11%
WF
400
Welch & Forbes
Massachusetts
$35.8M +$409K +1,436 +1%
14 15
16
17 18

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.