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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
HWP
1201
Highline Wealth Partners
California
$4.52M +$4.82M +16,922 New
PFM
1202
Parsec Financial Management
North Carolina
$4.52M +$50.7K +178 +1%
AWE
1203
Avidian Wealth Enterprises
Texas
$4.52M +$996K +3,501 +26%
WG
1204
Watchman Group
Texas
$4.51M -$43.8K -154 -0.9%
GCM
1205
Glynn Capital Management
California
$4.51M
IFG
1206
Independent Financial Group
California
$4.51M +$589K +2,071 +14%
NB
1207
NBT Bank
New York
$4.5M -$4.84K -17 -0.1%
LWANC
1208
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.5M -$62.6K -220 -1%
QCG
1209
Quadrant Capital Group
Ohio
$4.48M +$393K +1,380 +9%
FIM
1210
Freedom Investment Management
Connecticut
$4.47M +$53.8K +189 +1%
ACM
1211
AlphaStar Capital Management
North Carolina
$4.47M -$372K -1,308 -7%
Verition Fund Management
1212
Verition Fund Management
Connecticut
$4.46M -$5.61M -19,731 -54%
AFA
1213
AllGen Financial Advisors
Florida
$4.44M +$702K +2,466 +17%
OPA
1214
Old Port Advisors
Maine
$4.42M +$22.2K +78 +0.5%
CWA
1215
Clarity Wealth Advisors
California
$4.41M +$29.3K +103 +0.6%
AG
1216
Ascent Group
Virginia
$4.41M +$841K +2,957 +25%
CT
1217
Coastline Trust
Rhode Island
$4.4M +$442K +1,555 +10%
SLI
1218
Sumitomo Life Insurance
Japan
$4.39M -$569K -2,001 -11%
MIH
1219
Meitav Investment House
Israel
$4.39M +$2.05M +7,191 +79%
BCM
1220
Beddow Capital Management
Wyoming
$4.39M +$107K +375 +2%
TI
1221
Truepoint Inc
Ohio
$4.39M -$140K -491 -6%
PCM
1222
Pointe Capital Management
Michigan
$4.38M -$64.9K -228 -1%
AWA
1223
Aaron Wealth Advisors
Illinois
$4.37M +$2.1M +7,392 +82%
HT
1224
Heritage Trust
Oklahoma
$4.36M -$110K -386 -2%
FGP
1225
Foyston, Gordon, & Payne
Ontario, Canada
$4.36M

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.