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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
BS
926
Banco Santander
Spain
$7.7M +$1.71K +6 +0%
SC
927
Savant Capital
Illinois
$7.69M +$180K +631 +2%
WWA
928
WCG Wealth Advisors
Nevada
$7.64M +$239K +841 +3%
WKWM
929
Walter & Keenan Wealth Management
Indiana
$7.62M +$17.9K +63 +0.2%
TFA
930
Trinity Financial Advisors
Ohio
$7.59M +$355K +1,248 +5%
AIM
931
Anchor Investment Management
South Carolina
$7.59M +$292K +1,025 +4%
MFG
932
Merit Financial Group
Georgia
$7.57M +$839K +2,948 +12%
TFA
933
Teamwork Financial Advisors
Texas
$7.55M -$365K -1,281 -4%
RCM
934
Regency Capital Management
Hawaii
$7.54M +$1.36M +4,780 +20%
KJHP
935
K.J. Harrison & Partners
Ontario, Canada
$7.51M -$1.45M -5,100 -15%
NCM
936
Northside Capital Management
Oregon
$7.51M +$13.7K +48 +0.2%
PA
937
PFG Advisors
Arizona
$7.51M +$217K +764 +3%
TCM
938
Telos Capital Management
California
$7.49M +$287K +1,008 +4%
BCV
939
Banque Cantonale Vaudoise
Switzerland
$7.48M -$267K -937 -3%
HTC
940
Haverford Trust Company
Pennsylvania
$7.42M -$566K -1,988 -7%
KFGK
941
Keystone Financial Group (Kentucky)
Kentucky
$7.4M +$280K +984 +4%
RCAG
942
Rehmann Capital Advisory Group
Michigan
$7.39M +$473K +1,662 +6%
BJL
943
Brighton Jones LLC
Washington
$7.36M +$234K +821 +3%
SAM
944
Synergy Asset Management
Washington
$7.34M -$605K -2,125 -7%
MPAM
945
Murphy Pohlad Asset Management
Minnesota
$7.34M -$41.5K -146 -0.5%
SC
946
Sepio Capital
Utah
$7.34M +$852K +2,995 +12%
MSAM
947
Moloney Securities Asset Management
Missouri
$7.32M -$262K -920 -3%
MC
948
Middleton & Co
Massachusetts
$7.31M -$1.11M -3,913 -13%
TGAM
949
TBH Global Asset Management
Tennessee
$7.28M +$91.3K +321 +1%
DIM
950
Delta Investment Management
California
$7.24M +$139K +488 +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.