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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
CI
1151
CX Institutional
Indiana
$4.95M -$1.88M -6,614 -26%
FA
1152
Fagan Associates
New York
$4.95M +$38.4K +135 +0.7%
CP
1153
Clayton Partners
California
$4.92M +$16.8K +59 +0.3%
HCMT
1154
Highland Capital Management (Tennessee)
Tennessee
$4.9M +$418K +1,470 +9%
WC
1155
Woodstock Corp
Massachusetts
$4.89M +$546K +1,918 +12%
AF
1156
Aldebaran Financial
$4.89M +$83.7K +294 +2%
SAS
1157
Stelac Advisory Services
New York
$4.89M
FG
1158
Foster Group
Iowa
$4.87M -$188K -660 -3%
FWSM
1159
First Wilshire Securities Management
California
$4.85M +$204K +717 +4%
CGA
1160
Crescent Grove Advisors
Illinois
$4.83M +$436K +1,533 +9%
VIA
1161
Vident Investment Advisory
Georgia
$4.82M +$866K +3,042 +15%
FPCP
1162
Fort Point Capital Partners
California
$4.82M +$5.69K +20 +0.1%
WA
1163
WBH Advisory
Maryland
$4.8M +$13.9K +49 +0.3%
CP
1164
CenterBook Partners
Connecticut
$4.79M +$468K +1,644 +10%
GA
1165
GFS Advisors
Texas
$4.79M +$87.4K +307 +2%
TIM
1166
Tortoise Investment Management
New York
$4.79M +$26.2K +92 +0.5%
CCM
1167
Corsair Capital Management
New York
$4.78M +$24.5K +86 +0.5%
NP
1168
NorthRock Partners
Minnesota
$4.78M +$295K +1,036 +6%
ACIM
1169
Azimuth Capital Investment Management
Michigan
$4.78M +$115K +405 +2%
DCM
1170
Donaldson Capital Management
Indiana
$4.78M +$491K +1,724 +11%
PBC
1171
Pavion Blue Capital
California
$4.77M -$24.2K -85 -0.5%
KA
1172
Kovack Advisors
Florida
$4.75M +$29.9K +105 +0.6%
CCM
1173
Carmel Capital Management
California
$4.73M +$145K +510 +3%
SACTSONJ
1174
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.73M
WC
1175
Weil Company
California
$4.72M

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.