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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
CFO
1351
CVA Family Office
Colorado
$3.57M +$34.1K +120 +0.9%
B
1352
Brightworth
Georgia
$3.54M -$70.3K -247 -2%
IWA
1353
Icon Wealth Advisors
Texas
$3.53M +$3.76M +13,229 New
ATPW
1354
Ashton Thomas Private Wealth
Arizona
$3.53M -$24.5K -86 -0.6%
CAM
1355
Cozad Asset Management
Illinois
$3.53M +$72.6K +255 +2%
JIP
1356
Jaffetilchin Investment Partners
Florida
$3.53M +$180K +631 +5%
CA
1357
Carson Advisory
Georgia
$3.52M
CRC
1358
Curi RMB Capital
Illinois
$3.52M -$536K -1,884 -13%
FNC
1359
First National Corp
Massachusetts
$3.51M +$8.82K +31 +0.2%
CC
1360
Claybrook Capital
Massachusetts
$3.51M
FBA
1361
Front Barnett Associates
Illinois
$3.5M
JFGIW
1362
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.5M -$421K -1,479 -11%
BFA
1363
Bragg Financial Advisors
North Carolina
$3.5M +$2.56K +9 +0.1%
CWM
1364
Congress Wealth Management
Massachusetts
$3.49M +$108K +381 +3%
SBIA
1365
Sheaff Brock Investment Advisors
Indiana
$3.49M -$18.5K -65 -0.5%
WOSD
1366
WFA of San Diego
California
$3.48M +$142K +499 +4%
JC
1367
Jacobs & Co
California
$3.48M -$9.96K -35 -0.3%
DIA
1368
Dana Investment Advisors
Wisconsin
$3.48M -$14.2K -50 -0.4%
LAM
1369
L2 Asset Management
Massachusetts
$3.48M +$310K +1,091 +9%
MCM
1370
Mengis Capital Management
Oregon
$3.47M +$57.5K +202 +2%
EW
1371
Evoke Wealth
California
$3.47M -$35.9K -126 -1%
UWM
1372
Udine Wealth Management
Florida
$3.46M +$40.1K +141 +1%
KPW
1373
Kore Private Wealth
New York
$3.46M -$17.9K -63 -0.5%
HIM
1374
Harbour Investment Management
Washington
$3.46M +$30.4K +107 +0.8%
PIA
1375
Pinion Investment Advisors
Kansas
$3.45M -$82K -288 -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.