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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
VA
901
Valmark Advisers
Ohio
$8.04M +$664K +2,332 +8%
PIMG
902
Patriot Investment Management Group
Tennessee
$8.02M -$371K -1,305 -4%
MYAM
903
Meiji Yasuda Asset Management
Japan
$8M -$627K -2,205 -7%
CAM
904
Cubic Asset Management
Massachusetts
$8M +$34.1K +120 +0.4%
FC
905
FORA Capital
Florida
$7.99M +$601K +2,113 +8%
BCA
906
Bernzott Capital Advisors
California
$7.97M +$8.49M +29,843 New
FPCM
907
Financial Partners Capital Management
New York
$7.95M -$559K -1,965 -6%
LA
908
Lakeside Advisors
Washington
$7.94M +$28.5K +100 +0.3%
HCM
909
Hollencrest Capital Management
California
$7.89M -$926K -3,255 -10%
ST
910
Smithfield Trust
Pennsylvania
$7.87M -$322K -1,131 -4%
FAIM
911
Financial Advocates Investment Management
Washington
$7.86M +$1.64M +5,775 +20%
MPW
912
Monterey Private Wealth
California
$7.84M +$259K +909 +3%
MC
913
Moors & Cabot
Massachusetts
$7.84M +$53.5K +188 +0.6%
JCM
914
Janney Capital Management
Pennsylvania
$7.83M +$8.35M +29,342 New
HAC
915
Harbor Advisory Corp
New Hampshire
$7.82M -$22.8K -80 -0.3%
CG
916
Caprock Group
Idaho
$7.81M +$782K +2,748 +10%
SB
917
Simmons Bank
Arkansas
$7.81M +$447K +1,572 +6%
CPC
918
Congress Park Capital
New York
$7.81M -$63.2K -222 -0.8%
KS
919
Karpas Strategies
Connecticut
$7.8M
BCM
920
Brooktree Capital Management
Michigan
$7.8M +$230K +809 +3%
SFO
921
Stokes Family Office
Louisiana
$7.74M +$314K +1,105 +4%
BPCE
922
Bank Pictet & Cie (Europe)
Germany
$7.74M +$457K +1,605 +6%
TPCW
923
TD Private Client Wealth
New York
$7.73M +$532K +1,869 +7%
DDC
924
DF Dent & Co
Maryland
$7.71M +$83.4K +293 +1%
WSFS
925
Wilmington Savings Fund Society
Delaware
$7.71M -$27.3K -96 -0.3%

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.