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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
CL
676
CIM LLC
New York
$14.9M -$221K -776 -2%
WCM
677
Wedge Capital Management
North Carolina
$14.9M -$122K -428 -0.8%
AWM
678
Absher Wealth Management
North Carolina
$14.9M -$305K -1,072 -2%
VW
679
Vantage Wealth
California
$14.8M +$1.14M +4,017 +8%
NRS
680
Neville Rodie & Shaw
New York
$14.7M -$109K -382 -0.7%
FWCM
681
Ferguson Wellman Capital Management
Oregon
$14.7M -$85.4K -300 -0.5%
ECAM
682
East Coast Asset Management
Massachusetts
$14.6M +$12.5K +44 +0.1%
CTI
683
Community Trust & Investment
Kentucky
$14.6M +$839K +2,950 +6%
MWM
684
Madison Wealth Management
Ohio
$14.5M +$230K +807 +2%
BFIM
685
Beese Fulmer Investment Management
Ohio
$14.5M +$26.7K +94 +0.2%
PHK
686
Point72 Hong Kong
Hong Kong
$14.4M -$1.15M -4,045 -7%
PCM
687
Presidio Capital Management
California
$14.4M +$352K +1,237 +2%
MIAN
688
Mariner Independent Advisor Network
Kansas
$14.4M +$3.8M +13,339 +33%
SAM
689
Satovsky Asset Management
New York
$14.3M +$374K +1,313 +3%
SF
690
Synovus Financial
Georgia
$14.3M -$1.59M -5,586 -9%
NCM
691
Novare Capital Management
North Carolina
$14.3M +$375K +1,319 +3%
UI
692
Unconventional Investor
New Hampshire
$14.3M +$436K +1,532 +3%
RSVP
693
Ramsay Stattman Vela & Price
Colorado
$14.2M -$189K -665 -1%
RI
694
Ridgewood Investments
New Jersey
$14.2M +$14.8K +52 +0.1%
SWM
695
Sculati Wealth Management
Michigan
$14M +$473K +1,662 +3%
SSB
696
Sandy Spring Bank
Maryland
$14M +$14.5K +51 +0.1%
WA
697
WP Advisors
California
$14M +$19.4K +68 +0.1%
HC
698
Henshaw Capital
Massachusetts
$13.8M
HIA
699
Harbor Investment Advisory
Maryland
$13.8M +$649K +2,279 +5%
WCM
700
Weik Capital Management
Pennsylvania
$13.7M -$168K -592 -1%

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.