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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
RDIA
1126
RE Dickinson Investment Advisors
Iowa
$5.15M -$13.9K -49 -0.3%
BONH
1127
Bank of New Hampshire
New Hampshire
$5.14M -$144K -507 -3%
CC
1128
Codex Capital
New York
$5.13M -$1.39M -4,900 -20%
MCM
1129
Mitchell Capital Management
Kansas
$5.12M +$135K +476 +3%
BFS
1130
Bickling Financial Services
Massachusetts
$5.11M -$444K -1,560 -8%
CAC
1131
Certified Advisory Corp
Florida
$5.09M +$3.98M +14,003 +277%
BCM
1132
Bridgeway Capital Management
Texas
$5.09M -$2.9M -10,200 -35%
BBA
1133
BLB&B Advisors
Pennsylvania
$5.08M -$91.9K -323 -2%
GEM
1134
Global Endowment Management
North Carolina
$5.07M
EIP
1135
Ellis Investment Partners
Pennsylvania
$5.07M
LWM
1136
Laidlaw Wealth Management
New York
$5.06M -$7.97K -28 -0.1%
DLA
1137
Douglas Lane & Associates
New York
$5.06M +$22.5K +79 +0.4%
CIC
1138
Crawford Investment Counsel
Georgia
$5.04M +$96.5K +339 +2%
BIMC
1139
Benson Investment Management Company
Virginia
$5.02M +$1.81M +6,345 +51%
SKK
1140
Shepherd Kaplan Krochuk
Massachusetts
$5.02M -$196K -690 -4%
PK
1141
Pflug Koory
Nebraska
$5M -$17.4K -61 -0.3%
WAP
1142
Wealthcare Advisory Partners
Pennsylvania
$5M +$219K +770 +4%
RIA
1143
Realta Investment Advisors
Delaware
$4.98M +$68.9K +242 +1%
MWA
1144
Moser Wealth Advisors
Washington
$4.98M +$124K +437 +2%
TMAM
1145
Tokio Marine Asset Management
Japan
$4.98M +$553K +1,944 +12%
SWM
1146
Salvus Wealth Management
New Jersey
$4.97M +$17.4K +61 +0.3%
ECG
1147
Edge Capital Group
Georgia
$4.97M +$5.19M +18,237 +4,617%
CAM
1148
Cypress Asset Management
Texas
$4.96M +$56.9K +200 +1%
RWA
1149
Ropes Wealth Advisors
Massachusetts
$4.95M +$152K +533 +3%
DWP
1150
Destiny Wealth Partners
Florida
$4.95M

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.