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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
MCM
626
Mill Capital Management
North Carolina
$16.9M +$747K +2,626 +4%
AMI
627
Amica Mutual Insurance
Rhode Island
$16.9M +$4.6M +16,166 +34%
SN
628
Sittner & Nelson
Oregon
$16.7M -$88.2K -310 -0.5%
GG
629
Greenwood Gearhart
Arkansas
$16.7M +$380K +1,335 +2%
IA
630
IFP Advisors
Florida
$16.7M +$1.27M +4,471 +5%
APF
631
Alaska Permanent Fund
Alaska
$16.7M +$2.91M +10,210 +20%
WCMN
632
Westchester Capital Management (Nebraska)
Nebraska
$16.6M +$32.2K +113 +0.2%
AJ
633
Ashburton (Jersey)
Jersey
$16.6M -$495K -1,738 -3%
PGIM
634
Pacific Global Investment Management
California
$16.5M +$332K +1,167 +2%
BFA
635
Beaumont Financial Advisors
Massachusetts
$16.4M -$71.4K -251 -0.4%
HC
636
Hendley & Co
Ohio
$16.4M -$13.4K -47 -0.1%
BEAM
637
Baker Ellis Asset Management
Washington
$16.3M +$431K +1,514 +3%
LDFR
638
Lehman & Derafelo Financial Resources
Pennsylvania
$16.3M +$685K +2,406 +4%
CCMD
639
Cypress Capital Management (Delaware)
Delaware
$16.2M -$217K -761 -1%
ZIG
640
Zuckerman Investment Group
Illinois
$16.2M -$813K -2,856 -4%
CW
641
Connectus Wealth
Ohio
$16.1M -$9.96M -35,005 -57%
API
642
Advisor Partners II
California
$16.1M +$17.2M +60,327 New
NL
643
NWAM LLC
Washington
$16.1M +$165K +580 +1%
GCM
644
Gabalex Capital Management
New York
$16M
KSWA
645
Kathleen S. Wright Associates
Pennsylvania
$16M +$192K +675 +1%
VPIM
646
Vanguard Personalized Indexing Management
California
$15.9M +$620K +2,178 +4%
BIP
647
Brandes Investment Partners
California
$15.9M +$2.69M +9,460 +19%
GC
648
Guggenheim Capital
Illinois
$15.8M -$755K -2,654 -4%
AIM
649
Allen Investment Management
New York
$15.8M
PTB
650
Pioneer Trust Bank
Oregon
$15.8M +$54.4K +191 +0.3%

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.