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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
VFA
451
Valeo Financial Advisors
Indiana
$29.2M +$23.1M +81,138 +44%
NCM
452
New Capital Management
Texas
$29.2M -$5.12K -18 -0%
SSWM
453
Smith Salley Wealth Management
North Carolina
$29.1M +$170K +596 +0.6%
Daiwa Securities Group
454
Daiwa Securities Group
Japan
$29M +$4.8M +16,878 +18%
CS
455
Cannell & Spears
New York
$29M -$239K -840 -0.8%
CIA
456
Citadel Investment Advisory
Ohio
$28.8M +$166K +584 +0.5%
GD
457
Grandfield & Dodd
New York
$28.8M +$206K +725 +0.7%
MLICM
458
Metropolitan Life Insurance Company (MetLife)
New York
$28.7M -$432K -1,517 -1%
BSW
459
Buckingham Strategic Wealth
Missouri
$28.6M +$913K +3,208 +3%
EBSAM
460
Eubel Brady & Suttman Asset Management
Ohio
$28.5M +$1.23M +4,313 +4%
CCM
461
Covington Capital Management
California
$28.5M -$184K -648 -0.6%
DILIC
462
Dai-ichi Life Insurance Company
Japan
$28.3M -$195K -687 -0.6%
FBB
463
Fulton Breakefield Broenniman
Maryland
$28.1M +$300K +1,054 +1%
CANC
464
Culbertson A N & Co
Virginia
$27.8M -$37K -130 -0.1%
SC
465
SouthState Corp
Florida
$27.8M +$274K +964 +0.9%
FSCM
466
Front Street Capital Management
Montana
$27.8M +$8.8M +30,910 +42%
FRM
467
Foundation Resource Management
Arkansas
$27.7M +$189K +665 +0.6%
PA
468
Pinnacle Associates
New York
$27.7M +$955K +3,357 +3%
SWA
469
SFMG Wealth Advisors
Texas
$27.6M +$256K +900 +0.9%
NB
470
Norinchukin Bank
Japan
$27.5M +$3.14M +11,018 +12%
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$27.5M -$90.2K -317 -0.3%
FNBOO
472
First National Bank of Omaha
Nebraska
$27.5M +$1.02M +3,595 +4%
OBGC
473
O'Brien Greene & Co
Pennsylvania
$27.4M +$19.7M +69,269 +207%
AMCA
474
Arthur M. Cohen & Associates
Illinois
$27.4M +$1.35M +4,728 +5%
SMDAM
475
Sumitomo Mitsui DS Asset Management
Japan
$27.4M +$1.73M +6,069 +6%

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.