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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
Eagle Capital Management (New York)
651
Eagle Capital Management (New York)
New York
$15.8M
MLL
652
Moody Lynn & Lieberson
Massachusetts
$15.7M +$108K +380 +0.6%
AIM
653
Artemis Investment Management
United Kingdom
$15.7M -$5.18M -18,207 -24%
S
654
SignatureFD
Georgia
$15.7M +$78.8K +277 +0.5%
SBL
655
Sargent Bickham Lagudis
Colorado
$15.6M -$196K -688 -1%
SWP
656
Stratos Wealth Partners
Ohio
$15.6M -$1.75M -6,157 -10%
AGA
657
Altrinsic Global Advisors
Connecticut
$15.6M -$5.74M -20,175 -26%
EP
658
Elkhorn Partners
Nebraska
$15.6M +$198K +695 +1%
GF
659
Gabelli Funds
New York
$15.6M +$654K +2,300 +4%
CI Investments Inc
660
CI Investments Inc
Ontario, Canada
$15.6M +$12M +42,160 +262%
WF
661
WoodTrust Financial
Wisconsin
$15.5M +$491K +1,724 +3%
CA
662
Callahan Advisors
Texas
$15.5M +$1.16M +4,081 +8%
CAM
663
Carret Asset Management
New York
$15.5M +$347K +1,220 +2%
Lido Advisors
664
Lido Advisors
California
$15.5M -$7.91M -27,789 -32%
GA
665
Gateway Advisory
New Jersey
$15.3M +$16.1M +56,549 +6,361%
MCP
666
Mirador Capital Partners
California
$15.3M +$158K +554 +1%
TVAMP
667
Tennessee Valley Asset Management Partners
Tennessee
$15.3M -$3.96M -13,930 -20%
GU
668
Georgetown University
District of Columbia
$15.3M
ACA
669
Aptus Capital Advisors
Alabama
$15.2M +$917K +3,224 +6%
PHS
670
Pekin Hardy Strauss
Illinois
$15.2M +$233K +818 +1%
KFA
671
Kelleher Financial Advisors
New York
$15.1M +$62K +218 +0.4%
PP
672
Prudential plc
United Kingdom
$15.1M +$1.39M +4,902 +10%
CIA
673
Choate Investment Advisors
Massachusetts
$15M -$80.2K -282 -0.5%
AWS
674
Arkfeld Wealth Strategies
Nebraska
$15M +$18.2K +64 +0.1%
KAS
675
Kemnay Advisory Services
New York
$15M -$102K -357 -0.6%

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.