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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
AA
501
Ancora Advisors
Ohio
$25.6M +$857K +3,013 +3%
TNA
502
True North Advisors
Texas
$25.3M -$244K -858 -0.9%
Capstone Investment Advisors
503
Capstone Investment Advisors
New York
$25.2M -$15.1M -53,036 -36%
AIM
504
Achmea Investment Management
Netherlands
$25.2M -$8.18M -28,761 -23%
LWCA
505
Locust Wood Capital Advisers
New York
$25.1M -$115K -404 -0.4%
WWM
506
Western Wealth Management
Colorado
$24.9M -$1.71M -6,026 -6%
CC
507
Cadinha & Co
Hawaii
$24.9M -$49.5K -174 -0.2%
ACI
508
Alpha Cubed Investments
California
$24.8M +$3.42M +12,017 +15%
Marshall Wace
509
Marshall Wace
United Kingdom
$24.8M -$96.6M -339,524 -79%
LI
510
LMCG Investments
Massachusetts
$24.7M +$95.9K +337 +0.4%
GJIC
511
Gamble Jones Investment Counsel
California
$24.7M -$1.14M -4,013 -4%
NMERB
512
New Mexico Educational Retirement Board
New Mexico
$24.7M -$2.59M -9,100 -9%
CAM
513
Close Asset Management
United Kingdom
$24.6M +$885K +3,110 +3%
CA
514
CapWealth Advisors
Tennessee
$24.6M +$196K +688 +0.8%
Macquarie Group
515
Macquarie Group
Australia
$24.6M +$154K +541 +0.6%
SAM
516
Shell Asset Management
Netherlands
$24.6M -$6.23M -21,893 -19%
ACG
517
Allen Capital Group
Nebraska
$24.5M +$600K +2,110 +2%
BMSSC
518
B. Metzler seel. Sohn & Co
Germany
$24.4M +$1.3M +4,581 +5%
IFS
519
Intelligent Financial Strategies
Minnesota
$24.4M -$160K -564 -0.6%
RFC
520
Regions Financial Corp
Alabama
$24.3M -$753K -2,646 -3%
EDRH
521
Edmond de Rothschild Holding
Switzerland
$24.3M -$417K -1,464 -2%
GCM
522
GoodHaven Capital Management
New Jersey
$24.2M +$21.3K +75 +0.1%
ACM
523
Advisors Capital Management
New Jersey
$24.2M +$1.37M +4,799 +7%
WPIC
524
White Pine Investment Company
Michigan
$23.6M -$745K -2,617 -3%
BSA
525
Braun Stacey Associates
New York
$23.5M -$49.5K -174 -0.2%

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.