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Berkshire Hathaway Class B

3,374 hedge funds and large institutions have $228B invested in Berkshire Hathaway Class B in 2022 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 1,418 increasing their positions, 1,280 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $4.92B | Put options by funds: $3.82B

11% more repeat investments, than reductions

Existing positions increased: 1,418 | Existing positions reduced: 1,280

1.33% less ownership

Funds ownership: 66.58%65.25% (-1.3%)

2% less funds holding

Funds holding: 3,4493,374 (-75)

12% less funds holding in top 10

Funds holding in top 10: 653577 (-76)

20% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 165

24% less capital invested

Capital invested by funds: $301B → $228B (-$72.5B)

Holders
3,374
Holders Change
-75
Holders Change %
-2.17%
% of All Funds
56.84%
Holding in Top 10
577
Holding in Top 10 Change
-76
Holding in Top 10 Change %
-11.64%
% of All Funds
9.72%
New
132
Increased
1,418
Reduced
1,280
Closed
165
Calls
$4.92B
Puts
$3.82B
Net Calls
+$1.1B
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
101
Fort Washington Investment Advisors
Ohio
$244M -$5.69M -18,136 -2%
Mitsubishi UFJ Asset Management
102
Mitsubishi UFJ Asset Management
Japan
$242M +$29M +92,560 +12%
AQR Capital Management
103
AQR Capital Management
Connecticut
$237M -$25.6M -81,686 -9%
JMPWA
104
JP Morgan Private Wealth Advisors
California
$237M +$32.5M +103,529 +14%
ClearBridge Investments
105
ClearBridge Investments
New York
$236M -$2M -6,379 -0.7%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$233M +$30M +95,780 +13%
Los Angeles Capital Management
107
Los Angeles Capital Management
California
$230M +$7.54M +24,046 +3%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$225M -$48.1M -153,446 -16%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$223M +$176M +560,627 +218%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$220M +$3.91M +12,465 +2%
TD Asset Management
111
TD Asset Management
Ontario, Canada
$219M -$14.9M -47,505 -6%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$218M +$6.05M +19,270 +2%
Mariner
113
Mariner
Kansas
$218M +$13.7M +43,801 +6%
DC
114
Davenport & Co
Virginia
$215M -$443K -1,413 -0.2%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$209M +$9M +28,679 +4%
Stifel Financial
116
Stifel Financial
Missouri
$208M +$6.03M +19,207 +3%
Mackenzie Financial
117
Mackenzie Financial
Ontario, Canada
$207M -$35.5M -113,160 -13%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$206M -$3.17M -10,100 -1%
Hudson Bay Capital Management
119
Hudson Bay Capital Management
Connecticut
$203M +$234M +745,000 New
SO
120
STRS Ohio
Ohio
$202M -$1.35M -4,291 -0.6%
Truist Financial
121
Truist Financial
North Carolina
$199M -$8.8M -28,060 -4%
SI
122
Scharf Investments
California
$198M -$10.4M -33,054 -4%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$197M +$58.8M +187,408 +35%
EHC
124
Everett Harris & Co
California
$195M -$1.01M -3,234 -0.5%
VNIM
125
Vaughan Nelson Investment Management
Texas
$194M -$7.31M -23,296 -3%

BRK.B Hedge Fund Activity: Q2 2022 in Review

3,374 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2022, worth a combined $228B — down 24% from $301B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of BRK.B and 132 opened new positions — a net loss of 33 holders — while 1,280 trimmed existing stakes and 1,418 added.

The largest buyer was Morgan Stanley, adding an estimated $2.06B. The largest seller was Frontier Wealth Management, cutting an estimated $5.87B.

  • 3,374 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2022, down from 3,449 in Q1 2022.
  • Funds reported $228B of Berkshire Hathaway Class B stock for Q2 2022, down 24% quarter-over-quarter.
  • 132 funds opened new Berkshire Hathaway Class B positions in Q2 2022 and 165 closed out, a net change of -33 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2022 was Morgan Stanley, an estimated $2.06B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2022 was Frontier Wealth Management, an estimated $5.87B sold.

Based on aggregated 13F filings for Q2 2022.