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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
TCOK
801
Trust Company of Kansas
Kansas
$10.5M -$881K -3,096 -7%
CA
802
Clearstead Advisors
Ohio
$10.4M -$695K -2,444 -6%
NEWAS
803
N.E.W. Advisory Services
Wisconsin
$10.4M -$81.4K -286 -0.7%
PCA
804
Pallas Capital Advisors
Massachusetts
$10.4M +$329K +1,155 +3%
CA
805
Cornerstone Advisory
Maryland
$10.4M +$697K +2,448 +7%
CFG
806
Citizens Financial Group
Rhode Island
$10.4M +$133K +468 +1%
BFM
807
Boston Financial Management
Massachusetts
$10.3M +$2.17M +7,623 +25%
AIP
808
Ameritas Investment Partners
Nebraska
$10.3M -$125K -438 -1%
PFM
809
Patton Fund Management
Texas
$10.3M +$8.54K +30 +0.1%
DT
810
Diversified Trust
Tennessee
$10.3M -$178K -625 -2%
HKIM
811
Hayek Kallen Investment Management
Alabama
$10.3M +$83.1K +292 +0.8%
SWM
812
Spire Wealth Management
Virginia
$10.3M -$7.8M -27,405 -42%
RCM
813
RB Capital Management
Nevada
$10.2M +$154K +542 +1%
SCM
814
Shelton Capital Management
Colorado
$10.2M -$73.1K -257 -0.7%
BWFA
815
Baltimore-Washington Financial Advisors
Maryland
$10.2M +$188K +662 +2%
WCF
816
West Coast Financial
California
$10.2M +$102K +357 +0.9%
TCM
817
Twin Capital Management
Pennsylvania
$10.1M +$2.31M +8,122 +27%
SC
818
Stolper & Co
Oklahoma
$10.1M +$115K +405 +1%
CAM
819
Columbia Asset Management
Michigan
$10.1M +$293K +1,029 +3%
KTM
820
Keeler Thomas Management
Utah
$10M +$183K +643 +2%
FFG
821
Frisch Financial Group
New York
$10M +$286K +1,005 +3%
MC
822
Muhlenkamp & Co
Pennsylvania
$9.98M +$56.9K +200 +0.5%
BS
823
Boenning & Scattergood
Pennsylvania
$9.96M +$267K +940 +3%
CIA
824
Capital Investment Advisors
Georgia
$9.94M -$399K -1,403 -4%
SIM
825
Studio Investment Management
Illinois
$9.89M +$69.4K +244 +0.7%

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.