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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
VAM
851
Vienna Asset Management
California
$9.35M +$6.59M +23,161 +127%
MA
852
MYDA Advisors
New York
$9.35M -$9.25M -32,500 -48%
FAM
853
Fenimore Asset Management
New York
$9.28M -$563K -1,978 -5%
FMTC
854
Farmers & Merchants Trust Company
California
$9.27M +$58.6K +206 +0.6%
WANY
855
Wealthspire Advisors (New York)
New York
$9.24M +$25.9K +91 +0.3%
OPCM
856
Osborne Partners Capital Management
California
$9.22M +$54.1K +190 +0.6%
SIM
857
Sterling Investment Management
Arizona
$9.16M +$367K +1,288 +4%
NC
858
NovaPoint Capital
Georgia
$9.14M +$1.14M +4,011 +13%
OPS
859
Orion Portfolio Solutions
Nebraska
$9.12M +$734K +2,580 +8%
FFA
860
Fragasso Financial Advisors
Pennsylvania
$9.09M +$94.5K +332 +1%
WCM
861
WealthBridge Capital Management
Ohio
$9.07M
GVAG
862
Great Valley Advisor Group
Delaware
$8.99M +$510K +1,791 +6%
RCC
863
Red Cedar Capital
Nebraska
$8.98M +$22.8K +80 +0.2%
FAB
864
First American Bank
Illinois
$8.97M +$542K +1,905 +6%
ASGS
865
Alpha Square Group S
New York
$8.95M -$2.85M -10,000 -23%
RMC
866
Regis Management Company
California
$8.94M
PCM
867
Palisade Capital Management
New Jersey
$8.92M -$80.5K -283 -0.8%
FFWA
868
FRG Family Wealth Advisors
Washington
$8.88M -$24.2K -85 -0.3%
EML
869
Eos Management LP
New York
$8.88M
KCPG
870
Kavar Capital Partners Group
Kansas
$8.88M +$99.6K +350 +1%
MIM
871
Martin Investment Management
Florida
$8.85M -$21.6K -76 -0.2%
GFP
872
Gryphon Financial Partners
Ohio
$8.83M +$53.8K +189 +0.6%
DAS
873
Dynamic Advisor Solutions
Arizona
$8.81M +$197K +693 +2%
KLI
874
Kelman-Lazarov Inc
Tennessee
$8.79M -$76.3K -268 -0.8%
EFS
875
Essex Financial Services
Connecticut
$8.78M +$93.9K +330 +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.