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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
DBT
1026
Dubuque Bank & Trust
Iowa
$6.08M -$285K -1,002 -4%
LA
1027
LexAurum Advisors
Kansas
$6.06M +$8.54K +30 +0.1%
CWM
1028
Chronos Wealth Management
Florida
$6.06M +$116K +408 +2%
MBTD
1029
Mechanics Bank - Trust Department
California
$6.06M +$72.8K +256 +1%
IAN
1030
Integrated Advisors Network
Texas
$6.05M -$364K -1,278 -5%
IA
1031
IFG Advisory
Georgia
$6.04M +$172K +604 +3%
AUB
1032
Atlantic Union Bankshares
Virginia
$6.04M +$12.2K +43 +0.2%
SIM
1033
Seaview Investment Managers
Florida
$5.99M +$6.38M +22,415 New
SHWM
1034
Smith & Howard Wealth Management
Georgia
$5.96M +$310K +1,088 +5%
SIA
1035
SeaBridge Investment Advisors
New Jersey
$5.96M -$31.9K -112 -0.5%
BTI
1036
Blue Trust Inc
Georgia
$5.96M +$221K +776 +4%
HBWM
1037
Hollow Brook Wealth Management
New York
$5.95M +$25.9K +91 +0.4%
BFEC
1038
Benjamin F. Edwards & Company
Missouri
$5.9M +$474K +1,666 +8%
OFG
1039
Oxford Financial Group
Indiana
$5.9M -$781K -2,746 -11%
TC
1040
TAGStone Capital
North Carolina
$5.89M
GRP
1041
Global Retirement Partners
California
$5.88M +$889K +3,124 +19%
CL
1042
Choreo LLC
Illinois
$5.88M +$17.4K +61 +0.3%
KWA
1043
Kellett Wealth Advisors
Ohio
$5.87M +$452K +1,589 +9%
BCM
1044
Brasada Capital Management
Texas
$5.87M +$616K +2,165 +11%
PFS
1045
Prospera Financial Services
Texas
$5.87M +$1.83M +6,427 +41%
EM
1046
Excalibur Management
Massachusetts
$5.86M +$15.7K +55 +0.3%
TCA
1047
Transcend Capital Advisors
New Jersey
$5.84M +$206K +723 +3%
GIA
1048
Gladstone Institutional Advisory
Florida
$5.84M -$1.85M -6,516 -23%
PGAM
1049
Princeton Global Asset Management
New Jersey
$5.82M +$17.1K +60 +0.3%
ONSWM
1050
Old North State Wealth Management
North Carolina
$5.81M +$338K +1,187 +6%

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.