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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
VVP
876
Venture Visionary Partners
Ohio
$8.74M +$7.11K +25 +0.1%
LFAS
877
Level Four Advisory Services
Texas
$8.73M +$868K +3,050 +10%
EAM
878
Evanson Asset Management
California
$8.68M -$17.6K -62 -0.2%
IWM
879
IHT Wealth Management
Illinois
$8.6M +$333K +1,169 +4%
EGA
880
Eagle Global Advisors
Texas
$8.57M +$23.9K +84 +0.3%
HCM
881
Hutner Capital Management
Vermont
$8.56M +$413K +1,452 +5%
XF
882
XML Financial
Maryland
$8.55M +$6.97M +24,496 +326%
AP
883
Arlington Partners
Alabama
$8.53M -$2.62M -9,207 -22%
CCA
884
Covey Capital Advisors
Georgia
$8.49M -$62.3K -219 -0.7%
FTDI
885
First Trust Direct Indexing
Massachusetts
$8.49M -$186K -655 -2%
IFLIT
886
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$8.49M
VM
887
Venator Management
Pennsylvania
$8.48M -$21.9K -77 -0.2%
STB
888
S&T Bank
Pennsylvania
$8.44M -$76K -267 -0.8%
BCFD
889
Boit C.F. David
$8.42M +$8.97M +31,528 New
FMWA
890
Forvis Mazars Wealth Advisors
Missouri
$8.41M +$37.6K +132 +0.4%
5L
891
55I LLC
Massachusetts
$8.41M +$5.82M +20,455 +185%
GAMC
892
Garner Asset Management Corp
Texas
$8.35M +$423K +1,485 +5%
PWM
893
Perigon Wealth Management
California
$8.33M +$182K +640 +2%
MIM
894
Meixler Investment Management
Arizona
$8.32M +$143K +503 +2%
RBA
895
Richard Bernstein Advisors
New York
$8.26M -$841K -2,956 -9%
OCPWS
896
One Charles Private Wealth Services
Massachusetts
$8.24M +$864K +3,038 +11%
GIM
897
Goelzer Investment Management
Indiana
$8.15M +$88.8K +312 +1%
PAS
898
Park Avenue Securities
New York
$8.12M -$588K -2,065 -6%
RTS
899
Round Table Services
New Jersey
$8.12M -$158K -557 -2%
FIB
900
First Interstate Bank
Montana
$8.06M +$170K +599 +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.