We are live on ! Find out more
BRK.B icon

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
LNC
576
Lincoln National Corp
Pennsylvania
$20M +$697K +2,450 +3%
HLCM
577
Hi-Line Capital Management
South Dakota
$20M -$299K -1,049 -1%
LOPW
578
Live Oak Private Wealth
North Carolina
$19.9M +$253K +888 +1%
MWM
579
Modera Wealth Management
New Jersey
$19.7M -$107K -375 -0.5%
H
580
HoyleCohen
California
$19.6M +$224K +787 +1%
Qube Research & Technologies (QRT)
581
Qube Research & Technologies (QRT)
United Kingdom
$19.6M -$133M -467,854 -86%
PC
582
Pecaut & Co
Iowa
$19.4M -$589K -2,071 -3%
SFS
583
Solitude Financial Services
Virginia
$19.4M +$484K +1,700 +2%
CCB
584
Country Club Bank
Missouri
$19.3M +$1.47M +5,151 +8%
AI
585
Atria Investments
North Carolina
$19.2M +$740K +2,602 +4%
RC
586
RBO & Co
California
$19.2M -$113K -396 -0.5%
TCA
587
Teewinot Capital Advisers
New York
$19M +$20.3M +71,263 New
SNB
588
Security National Bank
Nebraska
$19M -$1.06M -3,716 -5%
AF
589
Allworth Financial
California
$19M +$846K +2,972 +4%
WBG
590
Wharton Business Group
Pennsylvania
$18.9M +$153K +536 +0.8%
USAA
591
United Services Automobile Association
Texas
$18.9M +$470K +1,650 +2%
BC
592
Burney Company
Virginia
$18.9M +$556K +1,954 +3%
CWM
593
Cabot Wealth Management
Massachusetts
$18.8M +$206K +725 +1%
SRC
594
Shufro Rose & Co
New York
$18.7M +$48.4K +170 +0.2%
Vontobel Holding
595
Vontobel Holding
Switzerland
$18.6M +$593K +2,084 +3%
KCM
596
Kanawha Capital Management
Virginia
$18.5M +$125K +438 +0.6%
AFG
597
Albion Financial Group
Utah
$18.4M -$15.7K -55 -0.1%
USCWA
598
U.S. Capital Wealth Advisors
Texas
$18.4M -$197K -691 -1%
FCH
599
Freestone Capital Holdings
Washington
$18.4M -$716K -2,517 -4%
BCI
600
Brinker Capital Investments
Pennsylvania
$18.3M +$1.12M +3,930 +6%

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.