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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
CFGS
1276
Concourse Financial Group Securities
Alabama
$4.03M -$7.97K -28 -0.2%
KWA
1277
KCS Wealth Advisory
California
$4.02M -$79.4K -279 -2%
SWP
1278
Strategic Wealth Partners
Ohio
$4.02M -$78.8K -277 -2%
BPC
1279
Banque Pictet & Cie
Switzerland
$4.01M -$31.6K -111 -0.7%
CQS
1280
Credential Qtrade Securities
$4.01M +$178K +625 +4%
PTC
1281
Private Trust Company
Ohio
$4M +$36.4K +128 +0.9%
APP
1282
Avantax Planning Partners
Iowa
$4M -$1.07M -3,762 -20%
SF
1283
Summit Financial
New Jersey
$3.99M +$858K +3,016 +25%
PWM
1284
PRW Wealth Management
Massachusetts
$3.99M +$452K +1,590 +12%
SA
1285
Strategic Advisors
New York
$3.98M -$109K -383 -3%
OIS
1286
Okabena Investment Services
Minnesota
$3.98M +$2.87M +10,089 +209%
HFS
1287
Hantz Financial Services
Michigan
$3.98M +$5.12K +18 +0.1%
HDIM
1288
Hanson & Doremus Investment Management
Vermont
$3.96M +$212K +744 +5%
PAM
1289
Pegasus Asset Management
New York
$3.96M +$3.13K +11 +0.1%
OFA
1290
Oak Family Advisors
Illinois
$3.95M +$3.88M +13,652 +1,191%
CCT
1291
Capital City Trust
Florida
$3.94M +$29.9K +105 +0.7%
Hotchkis & Wiley Capital Management
1292
Hotchkis & Wiley Capital Management
California
$3.94M -$136K -478 -3%
MC
1293
Martin & Co
Tennessee
$3.93M +$94.2K +331 +2%
AAMU
1294
AEGON Asset Management (UK)
United Kingdom
$3.93M -$259K -911 -6%
BFC
1295
Blue Fin Capital
Rhode Island
$3.91M +$1.71K +6 +0%
CWC
1296
Carolinas Wealth Consulting
North Carolina
$3.9M -$10.5K -37 -0.3%
PWS
1297
Peterson Wealth Services
Utah
$3.9M +$105K +368 +3%
BFO
1298
Biltmore Family Office
North Carolina
$3.9M +$293K +1,029 +8%
QCMNJ
1299
Quantum Capital Management (New Jersey)
New Jersey
$3.89M -$4.27K -15 -0.1%
WA
1300
Waverly Advisors
Alabama
$3.88M +$277K +974 +7%

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.