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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
HHMI
1101
Howard Hughes Medical Institute
Maryland
$5.34M
BRM
1102
Boston Research & Management
Massachusetts
$5.34M +$123K +432 +2%
IIC
1103
Ironwood Investment Counsel
Arizona
$5.33M +$361K +1,270 +7%
AWA
1104
Arkadios Wealth Advisors
Georgia
$5.31M +$740K +2,599 +15%
OKSA
1105
O'Keefe Stevens Advisory
New York
$5.28M +$210K +737 +4%
CA
1106
Cambridge Advisors
Nebraska
$5.28M +$16.2K +57 +0.3%
LA
1107
LVW Advisors
New York
$5.28M +$100K +353 +2%
ISB
1108
Iowa State Bank
Iowa
$5.27M -$42.7K -150 -0.8%
CAM
1109
Centre Asset Management
New York
$5.27M -$1.99K -7 -0%
FMC
1110
First Merchants Corp
Indiana
$5.26M +$914K +3,213 +19%
MNBTD
1111
Moody National Bank Trust Division
Texas
$5.25M +$7.97K +28 +0.1%
SLA
1112
Silver Lake Advisory
Utah
$5.25M
HIMC
1113
Heritage Investors Management Corp
Maryland
$5.24M +$114K +402 +2%
PAI
1114
Pittenger & Anderson Inc
Nebraska
$5.24M +$258K +908 +5%
JIC
1115
Joel Isaacson & Co
New York
$5.23M -$142K -500 -2%
AWAG
1116
ARS Wealth Advisors Group
Florida
$5.23M +$167K +588 +3%
PWG
1117
Private Wealth Group
Florida
$5.23M +$369K +1,295 +7%
WPP
1118
Whalerock Point Partners
Rhode Island
$5.21M +$133K +468 +2%
LWAC
1119
Laurel Wealth Advisors (California)
California
$5.21M +$54.1K +190 +1%
PA
1120
Profund Advisors
Maryland
$5.21M +$50.9K +179 +0.9%
Millennium Management
1121
Millennium Management
New York
$5.17M -$64.5M -226,724 -92%
CHA
1122
Carmichael Hill & Associates
Maryland
$5.17M -$2.56K -9 -0%
WP
1123
Wedgewood Partners
Missouri
$5.17M
FHA
1124
First Horizon Advisors
Tennessee
$5.16M -$901K -3,166 -14%
FFA
1125
Fairfield Financial Advisors
Massachusetts
$5.16M +$221K +778 +4%

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.