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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
WBC
426
Westpac Banking Corp
Australia
$32.1M +$525K +1,846 +2%
BPWM
427
Badgley Phelps Wealth Managers
Washington
$32M +$5.4M +18,979 +19%
GI
428
GAMCO Investors
Connecticut
$31.9M +$17.7M +62,075 +108%
GG
429
Gofen & Glossberg
Illinois
$31.9M +$336K +1,180 +1%
ACM
430
Academy Capital Management
Texas
$31.6M -$200K -702 -0.6%
HWA
431
Heritage Wealth Advisors
Virginia
$31.6M +$2.42M +8,515 +8%
PTC
432
Philadelphia Trust Company
Pennsylvania
$31.6M -$117K -410 -0.3%
ECM
433
Elgethun Capital Management
South Dakota
$31.5M +$1.09M +3,819 +3%
SDWIA
434
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$31.5M -$156K -547 -0.5%
CBCM
435
Cook & Bynum Capital Management
Alabama
$31.5M
VAM
436
Vontobel Asset Management
New York
$31.2M +$33M +116,077 New
EWA
437
EP Wealth Advisors
California
$31.2M +$13.8M +48,381 +71%
Federated Hermes
438
Federated Hermes
Pennsylvania
$30.9M +$122K +429 +0.4%
LSERS
439
Louisiana State Employees Retirement System
Louisiana
$30.8M +$256K +900 +0.8%
WI
440
Wintrust Investments
Illinois
$30.7M +$1.43M +5,015 +5%
Wealthfront Advisers
441
Wealthfront Advisers
California
$30.7M +$3.12M +10,968 +11%
NA
442
NewEdge Advisors
Louisiana
$30.7M +$452K +1,587 +1%
TNB
443
Thomasville National Bank
Georgia
$30.6M +$388K +1,365 +1%
HIC
444
Harvey Investment Company
Kentucky
$30.5M -$1.44M -5,069 -4%
PWC
445
PYA Waltman Capital
Tennessee
$30.3M +$647K +2,272 +2%
RC
446
RegentAtlantic Capital
New Jersey
$30.3M -$207K -727 -0.6%
GLLW
447
Graves Light Lenhart Wealth
Virginia
$30.2M -$109K -384 -0.3%
SC
448
Saybrook Capital
North Carolina
$30.2M +$75.4K +265 +0.2%
TCOV
449
Trust Company of Vermont
Vermont
$30M -$647K -2,272 -2%
RL
450
Ruffer LLP
United Kingdom
$30M -$6.19M -21,736 -17%

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.