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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
HCA
1376
Hyperion Capital Advisors
New York
$3.44M
LC
1377
Lindbrook Capital
California
$3.44M +$130K +457 +4%
BA
1378
Bellwether Advisors
Nebraska
$3.44M +$79.1K +278 +2%
SP
1379
Symmetry Partners
Connecticut
$3.43M
VCA
1380
Verdence Capital Advisors
Maryland
$3.43M +$317K +1,115 +9%
Dodge & Cox
1381
Dodge & Cox
California
$3.42M
EP
1382
EPIQ Partners
Minnesota
$3.42M +$213K +750 +6%
SIM
1383
Sentry Investment Management
Wisconsin
$3.4M +$122K +430 +3%
HW
1384
Hedeker Wealth
Illinois
$3.4M +$46.7K +164 +1%
DWM
1385
Drive Wealth Management
Utah
$3.39M +$517K +1,817 +17%
TCM
1386
Traynor Capital Management
Pennsylvania
$3.38M +$115K +403 +3%
MCA
1387
MSH Capital Advisors
Arizona
$3.38M +$33.6K +118 +0.9%
RMCM
1388
Reynders McVeigh Capital Management
Massachusetts
$3.38M -$128K -450 -3%
RCWM
1389
Royal Capital Wealth Management
Indiana
$3.38M
HW
1390
Hancock Whitney
Mississippi
$3.38M -$200K -704 -5%
BTWM
1391
Baker Tilly Wealth Management
Wisconsin
$3.38M -$95.3K -335 -3%
WAM
1392
WNY Asset Management
New York
$3.37M -$64.6K -227 -2%
AFIA
1393
America First Investment Advisors
Nebraska
$3.37M +$940K +3,305 +36%
WP
1394
WealthSpring Partners
California
$3.35M +$3.57M +12,540 New
XI
1395
XXEC Inc
Oklahoma
$3.33M -$7.11K -25 -0.2%
CSC
1396
Cove Street Capital
California
$3.32M -$85.4K -300 -2%
BWM
1397
BigSur Wealth Management
Florida
$3.32M +$448K +1,575 +15%
SCA
1398
Sander Capital Advisors
Washington
$3.31M +$3.53M +12,407 New
ECM
1399
EagleClaw Capital Management
Massachusetts
$3.31M +$28.5K +100 +0.8%
CT
1400
Chicago Trust
Illinois
$3.31M -$85.4K -300 -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.