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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
GKWIM
1426
Gerber Kawasaki Wealth & Investment Management
California
$3.23M -$330K -1,159 -9%
RSWM
1427
Robertson Stephens Wealth Management
California
$3.22M +$31.9K +112 +0.9%
CAG
1428
Csenge Advisory Group
Florida
$3.22M +$566K +1,988 +20%
SIG
1429
Sargent Investment Group
Maryland
$3.22M -$9.39K -33 -0.3%
NFG
1430
Nadler Financial Group
Illinois
$3.22M +$7.11K +25 +0.2%
GSWM
1431
Greenup Street Wealth Management
Michigan
$3.22M -$337K -1,185 -9%
Q
1432
QVR
California
$3.22M +$3.27M +11,498 +2,083%
SSI
1433
Scott & Selber Inc
Texas
$3.21M +$5.41K +19 +0.2%
AAM
1434
Advisors Asset Management
Colorado
$3.21M +$531K +1,867 +18%
AC
1435
Avestar Capital
New York
$3.21M +$348K +1,224 +11%
BA
1436
Bridgewater Advisors
New York
$3.21M +$57.5K +202 +2%
GWCM
1437
Godshalk Welsh Capital Management
Pennsylvania
$3.21M +$48.4K +170 +1%
TCA
1438
Taconic Capital Advisors
New York
$3.2M +$1.57M +5,500 +85%
Fiera Capital (Canada)
1439
Fiera Capital (Canada)
Quebec, Canada
$3.19M +$9.11K +32 +0.3%
WPC
1440
Wedmont Private Capital
Pennsylvania
$3.18M +$336K +1,182 +11%
HA
1441
Heartland Advisors
Wisconsin
$3.18M -$11.4K -40 -0.3%
YIH
1442
Y-Intercept (HK)
Hong Kong
$3.18M -$5.32M -18,707 -61%
CWM
1443
Cornerstone Wealth Management
Missouri
$3.17M -$66K -232 -2%
PFBT
1444
Parkside Financial Bank & Trust
Missouri
$3.17M +$119K +419 +4%
QI
1445
Qtron Investments
Massachusetts
$3.17M -$137K -483 -4%
GFS
1446
GYL Financial Synergies
Connecticut
$3.16M -$1.11M -3,884 -25%
RIA
1447
Regal Investment Advisors
Michigan
$3.16M -$90.2K -317 -3%
KC
1448
Kingfisher Capital
North Carolina
$3.16M -$221K -777 -6%
AIA
1449
AIMZ Investment Advisors
California
$3.15M -$14.2K -50 -0.4%
RPSA
1450
Richard P. Slaughter Associates
Texas
$3.15M +$293K +1,031 +10%

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.