Berkshire Hathaway Class B
BRK.B
3,374 hedge funds and large institutions have $228B invested in Berkshire Hathaway Class B in 2022 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 1,418 increasing their positions, 1,280 reducing their positions, and 165 closing their positions.
29% more call options, than puts
Call options by funds: $4.92B | Put options by funds: $3.82B
11% more repeat investments, than reductions
Existing positions increased: 1,418 | Existing positions reduced: 1,280
1.33% less ownership
Funds ownership: 66.58% → 65.25% (-1.3%)
2% less funds holding
Funds holding: 3,449 → 3,374 (-75)
12% less funds holding in top 10
Funds holding in top 10: 653 → 577 (-76)
20% less first-time investments, than exits
New positions opened: 132 | Existing positions closed: 165
24% less capital invested
Capital invested by funds: $301B → $228B (-$72.5B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.06B |
| 2 |
Gates Foundation Trust
Kirkland,
Washington
|
+$1.88B |
| 3 |
BlackRock
New York
|
+$612M |
| 4 |
Renaissance Technologies
New York
|
+$539M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$358M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$5.87B |
| 2 |
State Street
Boston,
Massachusetts
|
-$2.08B |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$516M |
| 4 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
-$496M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$421M |
BRK.B Hedge Fund Activity: Q2 2022 in Review
3,374 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2022, worth a combined $228B — down 24% from $301B a quarter earlier.
Sellers outnumbered buyers: 165 funds closed out of BRK.B and 132 opened new positions — a net loss of 33 holders — while 1,280 trimmed existing stakes and 1,418 added.
The largest buyer was Morgan Stanley, adding an estimated $2.06B. The largest seller was Frontier Wealth Management, cutting an estimated $5.87B.
- 3,374 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2022, down from 3,449 in Q1 2022.
- Funds reported $228B of Berkshire Hathaway Class B stock for Q2 2022, down 24% quarter-over-quarter.
- 132 funds opened new Berkshire Hathaway Class B positions in Q2 2022 and 165 closed out, a net change of -33 holders.
- The largest Berkshire Hathaway Class B buyer in Q2 2022 was Morgan Stanley, an estimated $2.06B added.
- The largest Berkshire Hathaway Class B seller in Q2 2022 was Frontier Wealth Management, an estimated $5.87B sold.
Based on aggregated 13F filings for Q2 2022.