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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
NCM
1551
Next Capital Management
New York
$2.66M +$273K +961 +11%
TSWM
1552
Triangle Securities Wealth Management
North Carolina
$2.65M -$9.68K -34 -0.3%
MRI
1553
Mad River Investors
Massachusetts
$2.65M
ACP
1554
Ashfield Capital Partners
California
$2.65M
SC
1555
Slow Capital
California
$2.65M +$4.55K +16 +0.2%
HC
1556
Hourglass Capital
Texas
$2.65M -$128K -450 -4%
TTWM
1557
TCV Trust & Wealth Management
Virginia
$2.65M -$31.3K -110 -1%
OIM
1558
Orca Investment Management
Oregon
$2.65M -$9.96K -35 -0.4%
PWPS
1559
Pinnacle Wealth Planning Services
Ohio
$2.64M +$373K +1,312 +15%
DIA
1560
Dean Investment Associates
Ohio
$2.64M -$17.6K -62 -0.6%
BCM
1561
BTR Capital Management
California
$2.64M +$35.9K +126 +1%
CBFP
1562
Cedar Brook Financial Partners
Ohio
$2.63M +$1.14K +4 +0%
PA
1563
Procyon Advisors
Connecticut
$2.63M +$170K +597 +6%
HAS
1564
HBW Advisory Services
California
$2.63M -$43K -151 -2%
RIG
1565
RiverFront Investment Group
Virginia
$2.62M
CPWMP
1566
Cardinal Point Wealth Management Partners
California
$2.62M +$28.5K +100 +1%
ARMC
1567
American Research & Management Company
Massachusetts
$2.62M
RPC
1568
Rossmore Private Capital
Connecticut
$2.61M +$33.6K +118 +1%
ATC
1569
Adirondack Trust Company
New York
$2.61M +$30.2K +106 +1%
RBFC
1570
Roman Butler Fullerton & Co
Missouri
$2.61M +$41.5K +146 +2%
BWM
1571
BerganKDV Wealth Management
Minnesota
$2.61M -$75.1K -264 -3%
RPWA
1572
Regent Peak Wealth Advisors
Georgia
$2.6M +$10.2K +36 +0.4%
CWM
1573
Calamos Wealth Management
Illinois
$2.59M +$68.9K +242 +3%
Financial Engines Advisors
1574
Financial Engines Advisors
California
$2.59M +$905K +3,182 +49%
KTC
1575
Kistler-Tiffany Companies
Pennsylvania
$2.59M +$8.54K +30 +0.3%

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.