We are live on ! Find out more
BRK.B icon

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
PF
1526
Phoenix Financial
Israel
$2.77M +$2.59M +9,115 +788%
BFPW
1527
BOK Financial Private Wealth
Colorado
$2.75M -$20.8K -73 -0.7%
HCC
1528
Hirtle Callaghan & Co
Pennsylvania
$2.75M +$313K +1,100 +12%
LAS
1529
LWM Advisory Services
Florida
$2.75M +$209K +733 +8%
VWA
1530
Visionary Wealth Advisors
Illinois
$2.75M -$833K -2,926 -22%
HFM
1531
Hartford Financial Management
Connecticut
$2.75M +$109K +382 +4%
BSA
1532
Bull Street Advisors
Georgia
$2.75M +$5.69K +20 +0.2%
MW
1533
MBL Wealth
North Carolina
$2.74M +$21.6K +76 +0.7%
BDF
1534
Balasa Dinverno & Foltz
$2.74M -$225K -789 -7%
JWCA
1535
J.W. Coons Advisors
Ohio
$2.74M +$104K +365 +4%
HA
1536
Harfst & Associates
Wyoming
$2.73M +$129K +454 +5%
VNA
1537
Valley National Advisers
Pennsylvania
$2.72M +$1.99K +7 +0.1%
LIA
1538
LBMC Investment Advisors
Tennessee
$2.72M
VIA
1539
Vickerman Investment Advisors
Washington
$2.72M +$113K +398 +4%
GL
1540
Graypoint LLC
New York
$2.72M +$33.3K +117 +1%
Legacy Financial Group (Iowa)
1541
Legacy Financial Group (Iowa)
Iowa
$2.71M +$2.89M +10,166 New
UHC
1542
Union Heritage Capital
Michigan
$2.7M
AI
1543
AXS Investments
New York
$2.7M -$340K -1,195 -11%
BOPW
1544
Brandywine Oak Private Wealth
Pennsylvania
$2.69M -$58.3K -205 -2%
RHDIC
1545
R.H. Dinel Investment Counsel
California
$2.68M
LFM
1546
LGT Fund Management
Liechtenstein
$2.68M
PAM
1547
Paradigm Asset Management
New York
$2.67M -$114K -400 -4%
FWM
1548
Focused Wealth Management
New York
$2.67M +$3.7K +13 +0.1%
TC
1549
Trust Company
Kansas
$2.67M +$306K +1,076 +12%
HGCK
1550
HPC Germany & Co KG
Germany
$2.66M

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.