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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
WIM
526
Waverton Investment Management
United Kingdom
$23.5M -$782K -2,748 -3%
SAM
527
SP Asset Management
California
$23.5M +$1.24M +4,363 +5%
BTW
528
Boston Trust Walden
Massachusetts
$23.4M +$66.9K +235 +0.3%
SAM
529
Silvercrest Asset Management
New York
$23.4M -$118K -416 -0.5%
RG
530
Retirement Group
California
$23.4M -$14M -49,031 -36%
ABC
531
Associated Banc-Corp
Wisconsin
$23.3M +$42.1K +148 +0.2%
ST
532
Spinnaker Trust
Maine
$23.2M +$593K +2,085 +2%
EH
533
Equitable Holdings
New York
$23.1M +$1.1M +3,863 +5%
BI
534
Beecher Investors
Connecticut
$23.1M +$7.68M +27,000 +45%
SC
535
Steginsky Capital
New York
$23M -$1.03M -3,625 -4%
PAS
536
Professional Advisory Services
Florida
$23M +$628K +2,206 +3%
JIC
537
Johnson Investment Counsel
Ohio
$22.9M +$267K +939 +1%
DBG
538
De Burlo Group
Massachusetts
$22.9M +$22.1M +77,525 +961%
CS
539
Candriam SCA
Luxembourg
$22.7M -$2.04M -7,165 -8%
DWM
540
Doyle Wealth Management
Florida
$22.6M -$187K -657 -0.8%
TYCC
541
Texas Yale Capital Corp
Florida
$22.6M -$211K -741 -0.9%
HWM
542
HB Wealth Management
Georgia
$22.6M +$1.13M +3,988 +5%
NPA
543
Nichols & Pratt Advisers
Massachusetts
$22.5M -$2.07M -7,271 -8%
CAM
544
Cresset Asset Management
Illinois
$22.3M -$1.45M -5,103 -6%
DOA
545
D'Orazio & Associates
Virginia
$22.2M +$8.94M +31,418 +61%
Jones Financial Companies
546
Jones Financial Companies
Missouri
$22M -$413K -1,450 -2%
RC
547
Reik & Co
New York
$22M
CGH
548
Crossmark Global Holdings
Texas
$22M -$4.26M -14,962 -15%
PWP
549
Private Wealth Partners
California
$21.9M +$402K +1,413 +2%
IAA
550
Independent Advisor Alliance
North Carolina
$21.8M -$421K -1,479 -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.