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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
CT
976
Caldwell Trust
Florida
$6.89M +$308K +1,083 +4%
SRC
977
Stone Run Capital
New York
$6.88M -$285K -1,000 -4%
CMP
978
Coston McIsaac & Partners
Maine
$6.86M +$610K +2,142 +9%
ANTB
979
AMG National Trust Bank
Colorado
$6.84M +$1.38M +4,850 +23%
AAM
980
Auxier Asset Management
Oregon
$6.81M -$12.8K -45 -0.2%
HWM
981
HFR Wealth Management
New York
$6.77M -$14.2K -50 -0.2%
AC
982
Annandale Capital
Texas
$6.77M
ZF
983
Zhang Financial
Michigan
$6.75M +$46.7K +164 +0.7%
TBA
984
Tower Bridge Advisors
Pennsylvania
$6.74M
TG
985
TCW Group
California
$6.74M +$1M +3,522 +16%
RMAM
986
Raab & Moskowitz Asset Management
New Jersey
$6.73M +$285 +1 +0%
RWP
987
RWA Wealth Partners
Massachusetts
$6.71M +$246K +865 +4%
JRP
988
Jasper Ridge Partners
California
$6.68M -$11.4K -40 -0.2%
FTC
989
Farmers Trust Company
Ohio
$6.66M -$19.4K -68 -0.3%
IWC
990
Integrated Wealth Concepts
Massachusetts
$6.65M -$601K -2,113 -8%
HSA
991
HBK Sorce Advisory
Pennsylvania
$6.63M +$878K +3,086 +14%
VWA
992
V Wealth Advisors
Kansas
$6.63M -$622K -2,187 -8%
GC
993
Gratus Capital
Georgia
$6.61M -$184K -645 -3%
AAIM
994
Asset Advisors Investment Management
Georgia
$6.6M
HCM
995
Highlander Capital Management
New Jersey
$6.59M -$19.9K -70 -0.3%
BCPWM
996
Bradley & Co Private Wealth Management
Florida
$6.54M -$82.8K -291 -1%
BIC
997
Beach Investment Counsel
Pennsylvania
$6.53M -$630K -2,213 -8%
SRG
998
SBB Research Group
Illinois
$6.51M -$586K -2,060 -8%
FM
999
Family Management
New York
$6.51M +$826K +2,904 +14%
GWM
1000
Graybill Wealth Management
Illinois
$6.49M +$46.4K +163 +0.7%

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.