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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
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$21.8M +$275K +967 +1%
MA
552
Menlo Advisors
California
$21.8M -$282K -992 -1%
MGIA
553
Moneta Group Investment Advisors
Missouri
$21.8M -$674K -2,370 -3%
WIC
554
Whitegate Investment Counselors
New Hampshire
$21.5M +$1.8M +6,325 +9%
YIA
555
YHB Investment Advisors
Connecticut
$21.3M +$79.1K +278 +0.3%
FDCC
556
Foster Dykema Cabot & Co
Massachusetts
$21.2M -$6.26K -22 -0%
TSW
557
Thompson Siegel & Walmsley
Virginia
$21.2M +$484K +1,701 +2%
SI
558
Stephens Inc
Arkansas
$21.1M +$1.41M +4,970 +7%
MAM
559
Magellan Asset Management
Australia
$21M
KP
560
Kiltearn Partners
United Kingdom
$20.9M +$1.96M +6,900 +10%
CCA
561
Cobblestone Capital Advisors
New York
$20.9M -$70K -246 -0.3%
SC
562
Sierra Capital
Florida
$20.8M +$138K +485 +0.6%
BFS
563
Bard Financial Services
Connecticut
$20.8M -$107K -375 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
564
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.8M +$9.16M +32,200 +71%
AII
565
AGF Investments Inc
Ontario, Canada
$20.8M
SW
566
SVB Wealth
Massachusetts
$20.7M +$8.42M +29,593 +62%
Bank Julius Baer & Co
567
Bank Julius Baer & Co
Switzerland
$20.7M -$3.03M -10,656 -12%
AssetMark Inc
568
AssetMark Inc
California
$20.7M -$3.39M -11,896 -13%
AFA
569
American Financial Advisors
Georgia
$20.6M +$22M +77,140 New
SG Americas Securities
570
SG Americas Securities
New York
$20.4M +$8.25M +28,999 +61%
DY
571
Dowling & Yahnke
California
$20.4M +$233K +820 +1%
OMC
572
Overbrook Management Corp
New York
$20.3M +$179K +628 +0.8%
BFS
573
Baskin Financial Services
Ontario, Canada
$20.3M +$120K +422 +0.6%
NNPTE
574
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$20.1M +$21.4M +75,211 New
UCB
575
United Community Bank
South Carolina
$20.1M +$6.57M +23,071 +44%

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.