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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
AAS
401
Avantax Advisory Services
Texas
$35.3M +$2.75M +9,649 +8%
LI
402
Lafayette Investments
Maryland
$35.1M +$239K +840 +0.6%
BF
403
BOK Financial
Oklahoma
$34.3M -$634K -2,228 -2%
RCAMU
404
Rothschild & Co Asset Management US
Connecticut
$34.2M +$419K +1,474 +1%
BAM
405
Belpointe Asset Management
Nevada
$34.1M -$8.71M -30,609 -19%
EOJOAM
406
E. Ohman J:or Asset Management
Sweden
$34.1M +$7.51M +26,403 +26%
BCIM
407
British Columbia Investment Management
British Columbia, Canada
$34M -$6.42M -22,556 -15%
CFB
408
Cullen/Frost Bankers
Texas
$34M +$643K +2,261 +2%
LGF
409
LGT Group Foundation
Liechtenstein
$34M +$3.57M +12,535 +11%
MA
410
Mutual Advisors
Nebraska
$33.9M +$16.2M +56,951 +81%
HNB
411
Huntington National Bank
Ohio
$33.8M -$876K -3,079 -2%
HCM
412
Hitchwood Capital Management
New York
$33.4M -$42.7M -150,000 -55%
NHC
413
Nicholas Hoffman & Company
Georgia
$33.2M +$6.02M +21,159 +21%
IPGDR
414
Investidor Profissional Gestao de Recursos
Brazil
$33.2M +$373K +1,311 +1%
AMAL
415
Asset Management Advisors LLC
Oklahoma
$33.1M -$2M -7,032 -5%
FT
416
Fiduciary Trust
Massachusetts
$33.1M +$2.65M +9,305 +8%
NFGCM
417
Norman Fields Gottscho Capital Management
New York
$33.1M +$282K +991 +0.8%
SFM
418
Stack Financial Management
Montana
$33.1M -$78.8K -277 -0.2%
AWM
419
Avior Wealth Management
Nebraska
$33.1M +$237K +833 +0.7%
WM
420
WS Management
Florida
$33M
AIS
421
AM Investment Strategies
Tennessee
$32.9M -$1.88M -6,594 -5%
SIM
422
Sprucegrove Investment Management
Ontario, Canada
$32.9M -$19.4M -68,200 -36%
SYBT
423
Stock Yards Bank & Trust
Kentucky
$32.5M +$3.14M +11,045 +10%
PFO
424
Pathstone Family Office
New Jersey
$32.4M +$26.8M +94,351 +391%
SFA
425
Sequoia Financial Advisors
Ohio
$32.3M -$806K -2,832 -2%

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.