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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
YL
951
YCG LLC
Texas
$7.23M
CAG
952
Curtis Advisory Group
California
$7.22M -$5.69K -20 -0.1%
CCG
953
Cypress Capital Group
Florida
$7.2M +$572K +2,010 +8%
CIM
954
Courant Investment Management
Tennessee
$7.17M
KWM
955
Kingsview Wealth Management
Oregon
$7.17M +$531K +1,867 +7%
SIM
956
Stratos Investment Management
Ohio
$7.16M -$499K -1,754 -6%
ECM
957
Evergreen Capital Management
Washington
$7.15M +$978K +3,437 +15%
VHAM
958
Van Hulzen Asset Management
California
$7.14M +$223K +783 +3%
FPAS
959
Focus Partners Advisor Solutions
Missouri
$7.14M +$1.65M +5,799 +28%
KIA
960
KCM Investment Advisors
California
$7.12M -$21.3K -75 -0.3%
VIM
961
VELA Investment Management
Ohio
$7.11M +$354K +1,243 +5%
AI
962
Ariel Investments
Illinois
$7.1M -$135K -475 -2%
BCM
963
Buckhead Capital Management
Georgia
$7.09M -$14.5K -51 -0.2%
GFA
964
Gifford Fong Associates
California
$7.08M
WIC
965
Woodmont Investment Counsel
Tennessee
$7.05M -$19.6K -69 -0.3%
RIM
966
Redpoint Investment Management
Australia
$7.04M -$1.69M -5,931 -18%
B
967
Bailard
California
$7.01M -$236K -830 -3%
WAS
968
Winch Advisory Services
Wisconsin
$6.99M -$129K -453 -2%
LA
969
LFL Advisers
Illinois
$6.98M -$199K -700 -3%
MA
970
Montag & Associates
Georgia
$6.97M +$178K +627 +2%
MGP
971
Metis Global Partners
California
$6.97M -$129K -452 -2%
MG
972
Mather Group
Illinois
$6.96M +$338K +1,188 +5%
SWA
973
SOA Wealth Advisors
New York
$6.94M +$52.9K +186 +0.7%
SFS
974
Searcy Financial Services
Kansas
$6.93M +$35K +123 +0.5%
Balyasny Asset Management
975
Balyasny Asset Management
Illinois
$6.91M -$18.3M -64,157 -71%

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.