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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
NWM
1401
NEIRG Wealth Management
Massachusetts
$3.31M -$153K -539 -4%
CFM
1402
Capricorn Fund Managers
United Kingdom
$3.3M -$766K -2,691 -18%
IEFM
1403
IQ EQ Fund Management
Ireland
$3.29M
WP
1404
WMS Partners
Maryland
$3.29M +$175K +615 +5%
SIAG
1405
Signet Investment Advisory Group
Rhode Island
$3.29M +$1.42M +4,973 +68%
HWA
1406
HCR Wealth Advisors
California
$3.29M -$71.1K -250 -2%
QI
1407
QV Investors
Alberta, Canada
$3.29M -$137K -480 -4%
AMIM
1408
Aull & Monroe Investment Management
Alabama
$3.28M
PSF
1409
Pacific Sun Financial
California
$3.28M -$94.2K -331 -3%
BCM
1410
Blume Capital Management
California
$3.28M -$4.27K -15 -0.1%
CHC
1411
City Holding Co
West Virginia
$3.28M -$53.2K -187 -2%
MCM
1412
Marathon Capital Management
Maryland
$3.28M -$7.11K -25 -0.2%
CPA
1413
Capital Performance Advisors
California
$3.26M -$35.3K -124 -1%
MSR
1414
Main Street Research
Connecticut
$3.26M +$1.18M +4,136 +51%
GAM
1415
Griffin Asset Management
New York
$3.26M -$4.55K -16 -0.1%
NF
1416
Nvest Financial
New Hampshire
$3.26M -$105K -370 -3%
EA
1417
Ellsworth Advisors
Ohio
$3.25M -$58.3K -205 -2%
LC
1418
Legacy CG
Texas
$3.25M +$118K +415 +4%
IHL
1419
Investment House LLC
California
$3.25M +$164K +578 +5%
RF
1420
Resolute Financial
Massachusetts
$3.25M +$450K +1,581 +15%
NSIM
1421
North Star Investment Management
Illinois
$3.24M
PG
1422
Patten Group
Tennessee
$3.23M
PTP
1423
Platform Technology Partners
New York
$3.23M +$64.9K +228 +2%
KF
1424
Krilogy Financial
Missouri
$3.23M -$32.2K -113 -0.9%
SDH
1425
Sloy Dahl & Holst
Washington
$3.23M +$21.3K +75 +0.6%

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.