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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
LA
1476
Legacy Advisors
Pennsylvania
$2.97M +$79.7K +280 +3%
MFG
1477
Magnus Financial Group
New York
$2.96M +$56.9K +200 +2%
DFA
1478
Delta Financial Advisors
Louisiana
$2.95M +$51.2K +180 +2%
ACM
1479
Allred Capital Management
Texas
$2.95M -$47K -165 -1%
GI
1480
GS Investments
Minnesota
$2.95M -$24.2K -85 -0.8%
IFWM
1481
Institute for Wealth Management
Colorado
$2.95M -$575K -2,019 -15%
MA
1482
MONECO Advisors
Connecticut
$2.94M +$51.5K +181 +2%
LIM
1483
Lathrop Investment Management
Arkansas
$2.94M -$9.96K -35 -0.3%
WTB
1484
Washington Trust Bank
Washington
$2.94M +$19.1K +67 +0.6%
CAAS
1485
Capital Asset Advisory Services
Michigan
$2.94M +$504K +1,771 +19%
BM
1486
Bislett Management
California
$2.94M
OCM
1487
Olstein Capital Management
New York
$2.94M
DI
1488
Diligent Investors
California
$2.93M +$108K +379 +4%
AGP
1489
Autumn Glory Partners
Texas
$2.93M +$1.16M +4,089 +59%
HPWM
1490
Highland Private Wealth Management
Washington
$2.93M -$46.1K -162 -1%
CT
1491
Colonial Trust
South Carolina
$2.93M +$3.12M +10,971 New
SAM
1492
Soditic Asset Management
United Kingdom
$2.92M
HG
1493
Herbst Group
Connecticut
$2.91M +$49.8K +175 +2%
PIA
1494
Perennial Investment Advisors
California
$2.9M -$643K -2,261 -17%
TIA
1495
Tiemann Investment Advisors
California
$2.89M -$19.9K -70 -0.6%
CWA
1496
Capital Wealth Alliance
Arizona
$2.88M -$197K -694 -6%
BIM
1497
Barton Investment Management
Pennsylvania
$2.88M
DWM
1498
Dorchester Wealth Management
Quebec, Canada
$2.87M
IMA
1499
Investment Management Associates
Colorado
$2.87M +$303K +1,064 +11%
SCG
1500
Sonata Capital Group
Washington
$2.87M +$110K +385 +4%

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.