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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
QF
726
QVT Financial
New York
$12.8M
AI
727
Accredited Investors
Minnesota
$12.7M +$9.69M +34,036 +254%
BCM
728
Banyan Capital Management
Georgia
$12.6M +$184K +648 +1%
BFG
729
Beacon Financial Group
Texas
$12.6M -$299K -1,050 -2%
IC
730
Inverness Counsel
New York
$12.6M +$171K +602 +1%
LKIM
731
Lawson Kroeker Investment Management
Nebraska
$12.5M +$155K +545 +1%
FNT
732
First National Trust
Pennsylvania
$12.5M +$367K +1,291 +3%
MFWM
733
Motley Fool Wealth Management
Virginia
$12.4M +$262K +919 +2%
FFN
734
Focus Financial Network
Minnesota
$12.4M +$333K +1,170 +3%
BDA
735
Borer Denton & Associates
Pennsylvania
$12.4M +$337K +1,185 +3%
BG
736
Bahl & Gaynor
Ohio
$12.3M +$625K +2,198 +5%
PAIM
737
Punch & Associates Investment Management
Minnesota
$12.3M +$129K +455 +1%
QC
738
Quadrature Capital
United Kingdom
$12.2M -$7.04M -24,757 -35%
TI
739
Tidal Investments
Wisconsin
$12.2M -$1.4M -4,916 -10%
WFG
740
Wills Financial Group
Virginia
$12.2M -$2.85K -10 -0%
GCGDR
741
Geo Capital Gestora de Recursos
Brazil
$12.2M +$1.27M +4,458 +11%
EF
742
Empirical Finance
Pennsylvania
$12.2M +$2.07M +7,275 +19%
TCCM
743
Timber Creek Capital Management
Massachusetts
$12.2M -$7.68K -27 -0.1%
WS
744
Wedbush Securities
California
$12.1M +$183K +642 +1%
SPC
745
Sigma Planning Corp
Michigan
$12.1M +$696K +2,445 +6%
RB
746
Richmond Brothers
Michigan
$12.1M +$80.2K +282 +0.6%
WKSWA
747
White Knight Strategic Wealth Advisors
New Jersey
$12M +$72.6K +255 +0.6%
Fisher Asset Management
748
Fisher Asset Management
Washington
$11.9M -$965K -3,391 -7%
CA
749
Cumberland Advisors
Florida
$11.9M -$108K -380 -0.8%
AWM
750
Apollon Wealth Management
South Carolina
$11.9M -$18.2K -64 -0.1%

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.