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
CCP
826
Corient Capital Partners
California
$9.85M
CPA
827
Court Place Advisors
Maryland
$9.83M -$59.2K -208 -0.6%
PCIA
828
Prime Capital Investment Advisors
Kansas
$9.82M +$1.23M +4,316 +13%
SFS
829
Summit Financial Strategies
Ohio
$9.81M +$7.4K +26 +0.1%
CS
830
Clear Street
New York
$9.77M -$32.4M -113,965 -76%
FHB
831
First Hawaiian Bank
Hawaii
$9.75M +$53.8K +189 +0.5%
GP
832
Greenline Partners
New York
$9.71M -$7.97K -28 -0.1%
TC
833
TownSquare Capital
Utah
$9.67M +$387K +1,361 +4%
WW
834
Waterfront Wealth
Kansas
$9.59M +$44.1K +155 +0.5%
AL
835
Arnhold LLC
New York
$9.55M +$4.27K +15 +0%
GI
836
Gradient Investments
Minnesota
$9.55M +$1.11M +3,903 +12%
PAM
837
Private Asset Management
California
$9.5M +$67.4K +237 +0.7%
PWW
838
Pettyjohn Wood & White
Virginia
$9.48M +$36.7K +129 +0.4%
ATIA
839
American Trust Investment Advisors
New Hampshire
$9.48M -$41.8K -147 -0.4%
AAM
840
Autus Asset Management
Arizona
$9.46M -$5.41K -19 -0.1%
SAM
841
Summit Asset Management
Tennessee
$9.45M +$15.7K +55 +0.2%
AWA
842
Arete Wealth Advisors
Illinois
$9.43M +$1.2M +4,219 +14%
SI
843
Sprott Inc
Ontario, Canada
$9.42M
HVP
844
Hudson Value Partners
Florida
$9.42M +$454K +1,596 +5%
IPW
845
Inlet Private Wealth
Florida
$9.41M -$39.8K -140 -0.4%
CLOS
846
Compagnie Lombard Odier SCmA
Switzerland
$9.41M +$1.61M +5,655 +19%
CFA
847
Cahill Financial Advisors
Minnesota
$9.39M +$56.3K +198 +0.6%
APA
848
American Portfolios Advisors
New York
$9.37M -$1.47M -5,151 -13%
BCM
849
Brookstone Capital Management
Illinois
$9.36M -$296K -1,040 -3%
NAMP
850
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.36M +$18.5K +65 +0.2%

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.