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
AIM
701
AMI Investment Management
Indiana
$13.6M -$608K -2,135 -4%
PWLP
702
Prio Wealth Limited Partnership
Massachusetts
$13.6M +$31K +109 +0.2%
MFAM
703
Motley Fool Asset Management
Virginia
$13.6M -$87.9K -309 -0.6%
DCM
704
Dupont Capital Management
Delaware
$13.4M -$877K -3,082 -6%
CSPIA
705
Cary Street Partners Investment Advisory
Virginia
$13.4M +$1.12M +3,943 +9%
UIM
706
USS Investment Management
United Kingdom
$13.4M -$27.4M -96,430 -66%
GIA
707
GHP Investment Advisors
Colorado
$13.3M +$536K +1,884 +4%
CC
708
Chicago Capital
Illinois
$13.3M +$15.4K +54 +0.1%
DLCIG
709
D.L. Carlson Investment Group
New Hampshire
$13.3M -$37.3K -131 -0.3%
WSTAM
710
Wilbanks Smith & Thomas Asset Management
Virginia
$13.3M +$372K +1,308 +3%
IWA
711
Intercontinental Wealth Advisors
Texas
$13.2M -$2.89M -10,154 -17%
CJFS
712
Coulter & Justus Financial Services
Tennessee
$13.2M -$52.4K -184 -0.4%
CIM
713
Corda Investment Management
Texas
$13.2M +$182K +640 +1%
VCM
714
Violich Capital Management
California
$13.1M -$128K -451 -0.9%
JIM
715
JCP Investment Management
Texas
$13.1M +$8.19M +28,779 +143%
WPW
716
Waldron Private Wealth
Pennsylvania
$13.1M +$66.3K +233 +0.5%
FCBT
717
First Citizens Bank & Trust
North Carolina
$13.1M +$433K +1,523 +3%
KOCAA
718
Knights of Columbus Asset Advisors
Connecticut
$13M -$59.5K -209 -0.4%
LFG
719
Lazard Frères Gestion
France
$13M -$149K -525 -1%
VI
720
Vestcor Inc
New Brunswick, Canada
$12.9M -$471K -1,654 -3%
SEM
721
Suncoast Equity Management
Florida
$12.9M -$761K -2,673 -5%
PFPT
722
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.9M +$1.23M +4,314 +10%
MWM
723
Meridian Wealth Management
Kentucky
$12.9M +$1.66M +5,836 +14%
EWM
724
Edge Wealth Management
New York
$12.8M +$253K +890 +2%
ERIM
725
Eagle Ridge Investment Management
Connecticut
$12.8M +$1.15M +4,032 +9%

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.