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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
ASN
751
Advisory Services Network
Georgia
$11.8M -$196K -689 -2%
SCA
752
Snowden Capital Advisors
New York
$11.8M +$2.63M +9,258 +26%
TWM
753
TLW Wealth Management
Florida
$11.8M -$1.52M -5,348 -11%
JWBC
754
J.W. Burns & Co
New York
$11.8M -$20.2K -71 -0.2%
BHWM
755
Bar Harbor Wealth Management
New Hampshire
$11.7M +$102K +358 +0.8%
WorldQuant Millennium Advisors
756
WorldQuant Millennium Advisors
New York
$11.6M -$15.7M -55,223 -56%
ATC
757
Argent Trust Co
Tennessee
$11.6M +$110K +387 +0.9%
BWM
758
Buckley Wealth Management
Nevada
$11.5M +$9.39K +33 +0.1%
EIP
759
Easterly Investment Partners
Massachusetts
$11.5M -$6.87M -24,151 -36%
RCA
760
Riverview Capital Advisers
Massachusetts
$11.5M +$34.1K +120 +0.3%
BL
761
Balentine LLC
Georgia
$11.4M -$3.66M -12,873 -23%
HKAM
762
Horizon Kinetics Asset Management
New York
$11.4M -$113K -398 -0.9%
OIA
763
OneDigital Investment Advisors
Kansas
$11.4M +$580K +2,038 +5%
MIM
764
Meridiem Investment Management
United Kingdom
$11.4M -$740K -2,600 -6%
NS
765
Newman & Schimel
Illinois
$11.4M +$845K +2,971 +7%
PWMAG
766
Pinnacle Wealth Management Advisory Group
New Jersey
$11.3M +$992K +3,487 +9%
GT
767
Glenview Trust
Kentucky
$11.3M +$165K +579 +1%
Massachusetts Financial Services
768
Massachusetts Financial Services
Massachusetts
$11.2M -$193K -679 -2%
RJT
769
Raymond James Trust
Florida
$11.1M -$145K -508 -1%
SWM
770
Stockman Wealth Management
Montana
$11.1M +$593K +2,085 +5%
IVP
771
Intrinsic Value Partners
Arizona
$11.1M -$742K -2,608 -6%
ECM
772
Exchange Capital Management
Michigan
$11.1M -$288K -1,013 -2%
FNBT
773
FineMark National Bank & Trust
Florida
$11.1M -$168K -592 -1%
CHAM
774
Clear Harbor Asset Management
Connecticut
$11.1M -$20.2K -71 -0.2%
UAM
775
Unison Asset Management
Florida
$11M +$1.63M +5,736 +16%

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.