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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
ACS
1451
Archford Capital Strategies
Illinois
$3.15M +$28.5K +100 +0.9%
WEG
1452
World Equity Group
Illinois
$3.13M +$93.3K +328 +3%
CPIA
1453
Cornell Pochily Investment Advisors
New York
$3.11M +$32.7K +115 +1%
WCM
1454
Whitener Capital Management
North Carolina
$3.1M +$161K +565 +5%
LA
1455
Lynch & Associates
Indiana
$3.08M +$127K +448 +4%
TFM
1456
TFC Financial Management
Massachusetts
$3.08M +$370K +1,300 +13%
NWM
1457
Northwest Wealth Management
Iowa
$3.07M +$40.1K +141 +1%
FIA
1458
Foundations Investment Advisors
Arizona
$3.07M +$2.16M +7,583 +193%
CAM
1459
Costello Asset Management
Pennsylvania
$3.07M +$3.07M +10,793 +1,520%
CWA
1460
Canvas Wealth Advisors
Kansas
$3.07M -$234K -822 -7%
FSA
1461
Fort Sheridan Advisors
Illinois
$3.06M +$311K +1,093 +11%
FCB
1462
First Command Bank
Texas
$3.05M +$13.9K +49 +0.4%
FCFS
1463
First Command Financial Services
Texas
$3.05M +$13.9K +49 +0.4%
NAM
1464
NorthCrest Asset Manangement
Minnesota
$3.04M +$361K +1,267 +13%
SB
1465
Strategic Blueprint
Georgia
$3.03M +$405K +1,424 +14%
AA
1466
ALPS Advisors
Colorado
$3.03M +$1.13M +3,973 +54%
AA
1467
Aire Advisors
California
$3.03M -$27.9K -98 -0.9%
FNBSF
1468
First National Bank Sioux Falls
South Dakota
$3.02M -$145K -510 -4%
AFS
1469
Annapolis Financial Services
Maryland
$3.01M +$22.8K +80 +0.7%
GWA
1470
GGM Wealth Advisors
Maryland
$3M +$114K +400 +4%
SIA
1471
Soltis Investment Advisors
Utah
$2.99M +$138K +484 +5%
NRW
1472
Nova R Wealth
Kansas
$2.98M +$1.71K +6 +0.1%
BW
1473
Basepoint Wealth
Iowa
$2.98M -$6.83K -24 -0.2%
GWSG
1474
GPS Wealth Strategies Group
Colorado
$2.98M -$171K -602 -5%
CFMC
1475
Curbstone Financial Management Corp
New Hampshire
$2.97M +$5.69K +20 +0.2%

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.