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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
XSC
1501
X-Square Capital
Puerto Rico
$2.87M -$31.9K -112 -1%
BHB
1502
Bank Hapoalim BM
Israel
$2.85M -$377K -1,326 -11%
LHC
1503
Little House Capital
Massachusetts
$2.85M +$298K +1,046 +11%
STAS
1504
Strong Tower Advisory Services
Minnesota
$2.85M +$14.8K +52 +0.5%
XWM
1505
Xcel Wealth Management
Florida
$2.84M +$1.16M +4,083 +62%
BA
1506
Ballast Advisors
Minnesota
$2.83M +$96.8K +340 +3%
FCCM
1507
First City Capital Management
Georgia
$2.83M
UCI
1508
Uncommon Cents Investing
Wisconsin
$2.83M +$222K +780 +8%
ICM
1509
Intrepid Capital Management
Florida
$2.83M -$25K -88 -0.8%
CAWM
1510
Capital Advisors Wealth Management
Washington
$2.82M +$146K +513 +5%
LWA
1511
Lineweaver Wealth Advisors
Ohio
$2.82M +$228K +801 +8%
PHIC
1512
Pine Haven Investment Counsel
Massachusetts
$2.81M -$1.42K -5 -0%
HTI
1513
Hikari Tsushin Inc
Japan
$2.81M +$1.88M +6,605 +168%
EWM
1514
Endurance Wealth Management
Rhode Island
$2.81M +$509K +1,788 +20%
GC
1515
Gould Capital
Washington
$2.81M +$30.7K +108 +1%
AC
1516
Apella Capital
Connecticut
$2.81M -$4.84K -17 -0.2%
LFS
1517
Legacy Financial Strategies
Kansas
$2.8M +$378K +1,330 +15%
AWM
1518
Aevitas Wealth Management
Massachusetts
$2.79M -$59.8K -210 -2%
CFO
1519
Capitol Family Office
Oregon
$2.79M -$25.9K -91 -0.9%
CPA
1520
Cardiff Park Advisors
California
$2.78M -$64.6K -227 -2%
OGC
1521
Oak Grove Capital
New Hampshire
$2.78M +$2.76M +9,686 +1,318%
FC
1522
Forte Capital
New York
$2.78M +$35.9K +126 +1%
SS
1523
Sunbelt Securities
Texas
$2.78M +$1.04M +3,670 +54%
ACM
1524
AlphaCrest Capital Management
New York
$2.77M -$2.77M -9,737 -48%
LIG
1525
Lokken Investment Group
Delaware
$2.77M -$2.97M -10,424 -50%

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.