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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
BP
1001
Ballentine Partners
Massachusetts
$6.48M +$819K +2,878 +13%
RGI
1002
River Global Investors
United Kingdom
$6.48M -$501K -1,760 -7%
DWM
1003
Destination Wealth Management
California
$6.46M -$236K -830 -3%
CC
1004
Cipher Capital
New York
$6.46M +$2.37M +8,318 +52%
CT
1005
Cambridge Trust
Massachusetts
$6.43M -$488K -1,715 -7%
AFA
1006
Arlington Financial Advisors
California
$6.41M -$306K -1,075 -4%
MPM
1007
Meritage Portfolio Management
Kansas
$6.4M -$67.7K -238 -1%
LSWM
1008
Lorne Steinberg Wealth Management
Canada
$6.38M +$761K +2,675 +13%
PM
1009
Phraction Management
Connecticut
$6.37M +$909K +3,195 +15%
ONB
1010
Old National Bancorp
Indiana
$6.37M -$260K -914 -4%
FB
1011
Fulton Bank
Pennsylvania
$6.36M +$313K +1,100 +5%
WHRC
1012
W.H. Reaves & Co
New Jersey
$6.35M -$44.1K -155 -0.6%
MIP
1013
Marietta Investment Partners
Wisconsin
$6.35M +$12.2K +43 +0.2%
FI
1014
Financial Insights
Washington
$6.33M +$119K +417 +2%
GAM
1015
Grandview Asset Management
Pennsylvania
$6.32M -$330K -1,160 -5%
MPI
1016
Mairs & Power Inc
Minnesota
$6.28M -$25.6K -90 -0.4%
SA
1017
SAM Advisors
California
$6.27M +$152K +535 +2%
TC
1018
TwinBeech Capital
New York
$6.25M +$3.97M +13,947 +147%
CL
1019
CPWM LLC
Washington
$6.25M +$503K +1,767 +8%
RDWM
1020
Red Door Wealth Management
Tennessee
$6.18M +$125K +440 +2%
RA
1021
Riverstone Advisors
Texas
$6.17M -$155K -543 -2%
TFS
1022
Thoroughbred Financial Services
Tennessee
$6.17M +$23.3K +82 +0.4%
CGL
1023
Clarius Group LLC
Washington
$6.12M +$192K +673 +3%
AIMC
1024
Alley Investment Management Company
Illinois
$6.12M -$33.6K -118 -0.5%
TF
1025
Trek Financial
Arizona
$6.1M +$454K +1,596 +8%

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.