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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
ST
1576
Sabal Trust
Florida
$2.59M +$37.3K +131 +1%
SC
1577
Searle & Co
Connecticut
$2.58M
MCCP
1578
Mission Creek Capital Partners
California
$2.58M +$129K +455 +5%
ACM
1579
Ashford Capital Management
Delaware
$2.57M -$118K -416 -4%
BW
1580
Bison Wealth
Georgia
$2.57M +$71.7K +252 +3%
JWM
1581
Jackson Wealth Management
Florida
$2.56M +$1.75M +6,136 +178%
WA
1582
WealthTrust Axiom
Pennsylvania
$2.56M
LRPA
1583
L. Roy Papp & Associates
Arizona
$2.56M
EWM
1584
Evermay Wealth Management
Virginia
$2.55M +$90.5K +318 +3%
AOWM
1585
Alpha Omega Wealth Management
Virginia
$2.55M -$62.6K -220 -2%
KWILP
1586
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.55M
SAM
1587
SignalPoint Asset Management
Missouri
$2.54M -$768K -2,699 -22%
TC
1588
Truvestments Capital
Florida
$2.54M +$97K +341 +4%
PAMG
1589
Patton Albertson Miller Group
Tennessee
$2.54M -$255K -895 -9%
PWA
1590
Phoenix Wealth Advisors
North Carolina
$2.54M -$47.8K -168 -2%
PFG
1591
Peterson Financial Group
Iowa
$2.53M +$88.8K +312 +3%
CIAS
1592
Capital Investment Advisory Services
North Carolina
$2.53M +$158K +555 +6%
HI
1593
Harbour Investments
Wisconsin
$2.53M
BWA
1594
BDO Wealth Advisors
Florida
$2.53M +$25.3K +89 +0.9%
CB
1595
Cadence Bank
Mississippi
$2.52M +$530K +1,864 +25%
BCP
1596
Blackhawk Capital Partners
Wisconsin
$2.52M +$983K +3,454 +58%
AMC
1597
Asset Management Corp
Illinois
$2.5M +$56.9K +200 +2%
Cohen & Steers
1598
Cohen & Steers
New York
$2.49M +$167K +588 +7%
BIAS
1599
Beacon Investment Advisory Services
New Jersey
$2.48M -$56.9K -200 -2%
CAC
1600
Core Alternative Capital
Georgia
$2.48M +$676K +2,375 +34%

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.