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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
BC
1051
Blackhill Capital
New Jersey
$5.81M
MIC
1052
Means Investment Company
Maine
$5.8M +$377K +1,325 +6%
BSI
1053
Bennett Selby Investments
Maine
$5.8M +$444K +1,561 +8%
LSAG
1054
Lake Street Advisors Group
New Hampshire
$5.78M -$330K -1,160 -5%
WA
1055
Wealth Architects
California
$5.75M -$68.9K -242 -1%
BA
1056
Bristlecone Advisors
Washington
$5.74M +$52.1K +183 +0.9%
CI
1057
Cigna Investments
Connecticut
$5.7M -$318K -1,119 -5%
TIA
1058
Traphagen Investment Advisors
New Jersey
$5.69M
P
1059
Pitcairn
Pennsylvania
$5.69M -$753K -2,647 -11%
HH
1060
Hilltop Holdings
Texas
$5.68M +$391K +1,374 +7%
HCM
1061
Harvey Capital Management
Florida
$5.68M
CCT
1062
Chemung Canal Trust
New York
$5.67M -$142K -500 -2%
MS
1063
Maven Securities
Jersey
$5.67M +$6.05M +21,248 New
TFS
1064
TrustCore Financial Services
Tennessee
$5.66M +$168K +591 +3%
MP
1065
McDonald Partners
Ohio
$5.65M -$1.98M -6,975 -25%
BFA
1066
Buttonwood Financial Advisors
Maryland
$5.63M +$265K +933 +5%
KOC
1067
Koss-Olinger Consulting
Florida
$5.63M +$1.8M +6,337 +43%
IB
1068
Intrust Bank
Kansas
$5.62M -$22.2K -78 -0.4%
DS
1069
DRW Securities
Illinois
$5.61M +$1.76M +6,169 +42%
MIM
1070
Moseley Investment Management
Florida
$5.6M +$225K +792 +4%
MA
1071
Mezzasalma Advisors
New Jersey
$5.6M +$3.17M +11,142 +113%
GA
1072
Greytown Advisors
Florida
$5.59M +$1.35M +4,736 +29%
MF
1073
Montis Financial
Massachusetts
$5.59M +$85.9K +302 +1%
TC
1074
Telemus Capital
Michigan
$5.58M +$156K +547 +3%
STA
1075
Summit Trail Advisors
New York
$5.58M +$381K +1,339 +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.