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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
YWP
1301
YorkBridge Wealth Partners
New York
$3.88M +$5.69K +20 +0.1%
SAM
1302
Security Asset Management
New York
$3.85M +$221K +775 +6%
CNFG
1303
Creegan & Nassoura Financial Group
New Hampshire
$3.85M
SS
1304
Simplicity Solutions
Minnesota
$3.83M -$17.1K -60 -0.4%
PL
1305
Plancorp LLC
Missouri
$3.83M -$60.6K -213 -1%
CH
1306
Canton Hathaway
Rhode Island
$3.83M -$41.3K -145 -1%
FLPIM
1307
F.L. Putnam Investment Management
Massachusetts
$3.82M +$221K +778 +6%
SVWAG
1308
Sound View Wealth Advisors Group
Georgia
$3.81M +$35.6K +125 +0.9%
SNBOSD
1309
Security National Bank of So Dak
Iowa
$3.8M -$1.99K -7 -0%
SFS
1310
Stiles Financial Services
Minnesota
$3.8M +$42.4K +149 +1%
ACA
1311
Atlas Capital Advisors
Wyoming
$3.8M +$262K +920 +7%
WB
1312
WesBanco Bank
West Virginia
$3.77M -$842K -2,958 -17%
PCMN
1313
Paradigm Capital Management (Nevada)
Nevada
$3.77M -$46.4K -163 -1%
CFFP
1314
Center for Financial Planning
Michigan
$3.77M +$7.4K +26 +0.2%
WDA
1315
Wendell David Associates
New Hampshire
$3.77M +$19.9K +70 +0.5%
PCP
1316
Proficio Capital Partners
Massachusetts
$3.77M -$204K -716 -5%
LIM
1317
Leavell Investment Management
Alabama
$3.76M +$128K +450 +3%
RFWA
1318
RPg Family Wealth Advisory
Massachusetts
$3.75M -$4.27K -15 -0.1%
BP
1319
BBR Partners
New York
$3.74M -$1.34M -4,709 -25%
SSA
1320
Schonfeld Strategic Advisors
New York
$3.74M -$22.3M -78,281 -85%
MECA
1321
Miller Equity Capital Advisors
Texas
$3.73M +$768K +2,700 +24%
BNP Paribas Asset Management
1322
BNP Paribas Asset Management
France
$3.71M -$721K -2,535 -15%
DAM
1323
Delta Asset Management
Tennessee
$3.71M +$21.1K +74 +0.5%
PMFA
1324
Plante Moran Financial Advisors
Michigan
$3.7M -$415K -1,459 -10%
GIP
1325
Granite Investment Partners
California
$3.69M -$5.69K -20 -0.1%

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.