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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
EWA
1226
Evolution Wealth Advisors
Florida
$4.36M +$57.5K +202 +1%
HNW
1227
High Note Wealth
Minnesota
$4.36M +$136K +477 +3%
TLP
1228
Trinity Legacy Partners
Texas
$4.35M -$571K -2,007 -11%
TPA
1229
Trivium Point Advisory
Connecticut
$4.35M +$13.9K +49 +0.3%
BFA
1230
Benedict Financial Advisors
Georgia
$4.33M +$41K +144 +0.9%
KC
1231
Knuff & Co
California
$4.32M -$192K -676 -4%
SWA
1232
Stratos Wealth Advisors
Ohio
$4.32M -$231K -811 -5%
ST
1233
Sageworth Trust
Pennsylvania
$4.29M +$1.97M +6,907 +76%
HBCM
1234
Heron Bay Capital Management
Michigan
$4.27M +$2.52M +8,865 +124%
PCMC
1235
Private Capital Management (Colorado)
Colorado
$4.26M +$2.54M +8,929 +127%
SA
1236
Shilanski & Associates
Alaska
$4.26M +$3.28M +11,527 +259%
ACM
1237
Alpha Capital Management
Texas
$4.26M +$359K +1,262 +9%
BOH
1238
Bank of Hawaii
Hawaii
$4.26M -$12.8K -45 -0.3%
MCM
1239
McDonough Capital Management
Florida
$4.25M -$12K -42 -0.3%
1SB
1240
1ST Source Bank
Indiana
$4.25M +$97.6K +343 +2%
WGCA
1241
Wolf Group Capital Advisors
Virginia
$4.25M -$4.27K -15 -0.1%
CSI
1242
Cross Staff Investments
New York
$4.25M +$9.11K +32 +0.2%
TIM
1243
Tevis Investment Management
Texas
$4.23M +$74.3K +261 +2%
PB
1244
Pinnacle Bancorp
Nebraska
$4.23M +$14.2K +50 +0.3%
CWM
1245
Circle Wealth Management
New Jersey
$4.21M +$123K +434 +3%
III
1246
Independent Investors Inc
New York
$4.2M
TSS
1247
Thomas Story & Son
Indiana
$4.2M +$1.85M +6,502 +70%
SIMM
1248
Stillwater Investment Management (Minnesota)
Minnesota
$4.2M -$9.96K -35 -0.2%
PP
1249
Pacifica Partners
Canada
$4.2M +$121K +424 +3%
FPB
1250
First PREMIER Bank
South Dakota
$4.19M +$96.8K +340 +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.