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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
RT
476
Rockland Trust
Massachusetts
$27.2M +$1.04M +3,669 +4%
CWM
477
Chemistry Wealth Management
New York
$27.1M +$1.11M +3,888 +4%
PIC
478
Portland Investment Counsel
Ontario, Canada
$27.1M -$15.3M -53,597 -35%
EIM
479
Ervin Investment Management
Washington
$27M -$343K -1,206 -1%
MCM
480
MAI Capital Management
Ohio
$27M -$283K -996 -1%
EWA
481
Exencial Wealth Advisors
Oklahoma
$26.9M +$7.45M +26,177 +35%
Connor, Clark & Lunn Investment Management (CC&L)
482
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$26.8M -$4.08M -14,349 -13%
JWA
483
JFS Wealth Advisors
Pennsylvania
$26.7M +$278K +978 +1%
LC
484
Lincoln Capital
Nebraska
$26.7M -$991K -3,484 -3%
VDBMI
485
Van Den Berg Management I
Texas
$26.6M -$498K -1,749 -2%
KPWS
486
Kestra Private Wealth Services
Texas
$26.6M +$2.08M +7,327 +8%
FNT
487
First Nebraska Trust
Nebraska
$26.5M +$155K +545 +0.6%
WTC
488
WhitTier Trust Company
Nevada
$26.4M +$178K +627 +0.6%
GAM
489
Gotham Asset Management
New York
$26.3M +$759K +2,666 +3%
SPIA
490
Steward Partners Investment Advisory
New York
$26.3M +$3.08M +10,816 +12%
IC
491
IEQ Capital
California
$26.1M +$921K +3,235 +3%
FCM
492
Fairholme Capital Management
Florida
$26M +$13.7M +48,200 +98%
HCM
493
Hutchinson Capital Management
California
$26M +$261K +918 +1%
GJCM
494
Grand Jean Capital Management
California
$25.9M +$1.72M +6,029 +7%
GPCM
495
Greenbrier Partners Capital Management
Texas
$25.9M
ADEF
496
Adams Diversified Equity Fund
Maryland
$25.8M
EMPI
497
Elo Mutual Pension Insurance
Finland
$25.8M -$1.48M -5,211 -5%
MGIA
498
Matthew Goff Investment Advisor
Texas
$25.7M +$29.6K +104 +0.1%
PWP
499
Perfromance Wealth Partners
Illinois
$25.6M +$1.33M +4,670 +5%
LF
500
Lee Financial
Texas
$25.6M +$83.9K +295 +0.3%

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.