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
BDWCC
1326
B&D White Capital Company
Texas
$3.69M +$99K +348 +3%
OFS
1327
Oldfather Financial Services
Nebraska
$3.68M +$93.9K +330 +2%
WP
1328
WealthSource Partners
California
$3.67M -$179K -628 -4%
HCA
1329
Horan Capital Advisors
Ohio
$3.67M +$96.8K +340 +3%
TA
1330
Tiedemann Advisors
New York
$3.67M +$475K +1,670 +14%
TL
1331
Tradewinds LLC
North Carolina
$3.66M -$1.14K -4 -0%
LMKC
1332
L.M. Kohn & Company
Ohio
$3.65M +$13.7K +48 +0.4%
CF
1333
Centaurus Financial
California
$3.64M +$1.34M +4,726 +53%
SC
1334
Stephens Consulting
Michigan
$3.64M -$126K -442 -3%
CFS
1335
Capital Financial Services
New York
$3.64M -$38.1K -134 -1%
DI
1336
DAGCO Inc
Ohio
$3.63M -$122K -427 -3%
APW
1337
Aurora Private Wealth
New Jersey
$3.62M -$7.11K -25 -0.2%
AA
1338
Apriem Advisors
California
$3.62M +$1.71K +6 +0%
SIG
1339
Sky Investment Group
Connecticut
$3.62M +$157K +553 +4%
HWA
1340
Hillcrest Wealth Advisors
New Jersey
$3.61M -$42.7K -150 -1%
DWT
1341
Dorsey & Whitney Trust
South Dakota
$3.61M +$308K +1,083 +9%
AFG
1342
Allegheny Financial Group
Pennsylvania
$3.61M +$2.85K +10 +0.1%
RA
1343
Royce & Associates
New York
$3.6M
GTAM
1344
Global Trust Asset Management
Florida
$3.6M -$3.42K -12 -0.1%
FHA
1345
Flagship Harbor Advisors
Massachusetts
$3.6M -$30.2K -106 -0.8%
IIA
1346
IPG Investment Advisors
California
$3.59M -$9.96K -35 -0.3%
LCS
1347
Levin Capital Strategies
New York
$3.58M -$2.08M -7,300 -35%
GCM
1348
Gladius Capital Management
Illinois
$3.58M +$111K +389 +3%
CPA
1349
Cowen Prime Advisors
New York
$3.57M
IAIM
1350
International Assets Investment Management
Florida
$3.57M +$97.9K +344 +3%

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.