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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
RCG
1076
Regatta Capital Group
California
$5.58M +$656K +2,304 +13%
SMG
1077
Spectrum Management Group
Indiana
$5.57M +$718K +2,523 +14%
BCA
1078
Bay Colony Advisors
Massachusetts
$5.57M +$176K +619 +3%
GWM
1079
Geneos Wealth Management
Colorado
$5.56M -$7.48M -26,302 -56%
AF
1080
Arrow Financial
New York
$5.56M +$12.5K +44 +0.2%
MWM
1081
Marietta Wealth Management
Georgia
$5.55M +$180K +632 +3%
CNBTD
1082
Citizens National Bank Trust Department
Mississippi
$5.54M
MYIA
1083
Mount Yale Investment Advisors
Colorado
$5.54M +$242K +852 +4%
JSC
1084
Jackson Square Capital
California
$5.53M -$47K -165 -0.8%
SAM
1085
Strategy Asset Managers
California
$5.51M -$277K -974 -5%
SIA
1086
Schechter Investment Advisors
Michigan
$5.5M -$7.97K -28 -0.1%
MHS
1087
M Holdings Securities
Oregon
$5.49M -$2.28K -8 -0%
TAM
1088
Trust Asset Management
Texas
$5.49M +$363K +1,274 +7%
AAM
1089
AR Asset Management
California
$5.48M
CCA
1090
Checchi Capital Advisers
California
$5.46M -$65.4K -230 -1%
RAM
1091
Redmond Asset Management
Virginia
$5.46M +$69.4K +244 +1%
BPM
1092
Bowling Portfolio Management
Ohio
$5.43M -$849K -2,982 -13%
OCAM
1093
Onex Canada Asset Management
Ontario, Canada
$5.4M -$34.4K -121 -0.6%
CTA
1094
Colonial Trust Advisors
South Carolina
$5.39M +$799K +2,809 +16%
MHIC
1095
Marble Harbor Investment Counsel
Massachusetts
$5.38M
BFC
1096
Bedel Financial Consulting
Indiana
$5.36M -$29.3K -103 -0.6%
TF
1097
Tompkins Financial
New York
$5.36M +$114K +402 +2%
FSA
1098
Franklin Street Advisors
North Carolina
$5.35M -$72.3K -254 -1%
VLC
1099
Van Leeuwen & Company
New Jersey
$5.35M +$2.28K +8 +0%
LSA
1100
Leonteq Securities AG
Switzerland
$5.35M +$1.93M +6,782 +51%

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.