We are live on ! Find out more
BRK.B icon

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
SNBOSCI
1251
Security National Bank of Sioux City Iowa
Iowa
$4.19M -$33.6K -118 -0.7%
SCM
1252
Stonebridge Capital Management
California
$4.17M -$171K -600 -4%
CCM
1253
Canal Capital Management
Virginia
$4.17M +$35.3K +124 +0.8%
GEA
1254
Glen Eagle Advisors
New Jersey
$4.17M -$731K -2,568 -14%
GC
1255
Grimes & Company
Massachusetts
$4.17M +$10.8K +38 +0.2%
ZIM
1256
Zacks Investment Management
Illinois
$4.16M +$300K +1,053 +7%
CCMG
1257
Clark Capital Management Group
Pennsylvania
$4.16M -$42.7K -150 -1%
GBWM
1258
Granite Bay Wealth Management
New Hampshire
$4.13M -$47.5K -167 -1%
TPWA
1259
TRUE Private Wealth Advisors
Oregon
$4.12M +$354K +1,243 +9%
SFI
1260
Siemens Fonds Invest
Germany
$4.12M -$168K -592 -4%
DA
1261
DCM Advisors
New York
$4.11M -$947K -3,329 -18%
B
1262
Bellecapital
Switzerland
$4.09M +$882K +3,099 +25%
AF
1263
Advisornet Financial
Minnesota
$4.09M +$53.5K +188 +1%
ACP
1264
Aviance Capital Partners
Florida
$4.08M -$129K -453 -3%
HCP
1265
Holt Capital Partners
Texas
$4.07M +$1.99K +7 +0%
TWM
1266
Tradition Wealth Management
Minnesota
$4.07M -$3.98K -14 -0.1%
TPW
1267
Tiller Private Wealth
Pennsylvania
$4.07M -$208K -730 -5%
NW
1268
NewEdge Wealth
Pennsylvania
$4.07M +$710K +2,496 +20%
WT
1269
Washington Trust
Rhode Island
$4.05M -$11.1K -39 -0.3%
AF
1270
Apexium Financial
Texas
$4.05M +$3.35M +11,776 +346%
CA
1271
Continuum Advisory
Idaho
$4.05M
D
1272
Drystone
Virginia
$4.05M +$114K +400 +3%
CI
1273
Conning Inc
Connecticut
$4.04M -$558K -1,960 -11%
LS
1274
Leelyn Smith
Illinois
$4.04M -$520K -1,829 -11%
4WM
1275
4J Wealth Management
Virginia
$4.04M +$22.2K +78 +0.5%

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.