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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
LSPW
1176
Lake Street Private Wealth
Illinois
$4.72M -$371K -1,304 -7%
GWS
1177
Glassman Wealth Services
Virginia
$4.72M +$2.28K +8 +0%
BAM
1178
Berkshire Asset Management
Pennsylvania
$4.71M -$71.4K -251 -1%
CBTWT
1179
Community Bank & Trust (Waco, Texas)
Texas
$4.7M +$22.5K +79 +0.5%
AP
1180
Appleton Partners
Massachusetts
$4.7M -$40.4K -142 -0.8%
HI
1181
Horizon Investments
North Carolina
$4.69M -$4.52M -15,871 -47%
AC
1182
Abbrea Capital
California
$4.66M -$66.6K -234 -1%
PJSIMP
1183
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.65M +$76.8K +270 +2%
MMA
1184
Miracle Mile Advisors
California
$4.65M +$1.03M +3,623 +26%
CFG
1185
Cooper Financial Group
California
$4.64M +$6.54K +23 +0.1%
MFA
1186
Mayflower Financial Advisors
Massachusetts
$4.64M +$76.5K +269 +2%
FMAEN1
1187
Fund Management at Engine No 1
California
$4.63M -$260K -914 -5%
S
1188
swisspartners
Liechtenstein
$4.61M
BA
1189
Birinyi Associates
Connecticut
$4.61M +$1.14M +4,000 +30%
TWA
1190
TCI Wealth Advisors
Arizona
$4.59M -$45.8K -161 -0.9%
PP
1191
PDS Planning
Ohio
$4.59M -$19.6K -69 -0.4%
ZCA
1192
Zeke Capital Advisors
Pennsylvania
$4.57M -$78K -274 -2%
ACM
1193
AKRE Capital Management
Virginia
$4.57M
RA
1194
RFG Advisory
Alabama
$4.56M +$405K +1,423 +10%
CWA
1195
CJM Wealth Advisers
Virginia
$4.56M -$20.2K -71 -0.4%
VAS
1196
Vestmark Advisory Solutions
Massachusetts
$4.55M +$929K +3,265 +24%
MMPW
1197
Mitchell McLeod Pugh & Williams
Alabama
$4.55M +$322K +1,130 +7%
PAG
1198
Private Advisory Group
Washington
$4.53M +$2.29M +8,050 +90%
RCA
1199
Resonant Capital Advisors
Wisconsin
$4.52M +$41.8K +147 +0.9%
WA
1200
Waddell & Associates
Tennessee
$4.52M -$114K -399 -2%

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.