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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
IP
1651
Intellectus Partners
California
$2.28M -$586K -2,059 -19%
JIR
1652
James Investment Research
Ohio
$2.28M +$2.43M +8,535 New
CWMU
1653
Caliber Wealth Management (Utah)
Utah
$2.28M +$39.6K +139 +2%
JAG
1654
Journey Advisory Group
Kentucky
$2.28M +$225K +791 +10%
CWM
1655
C2C Wealth Management
Arizona
$2.27M +$15.4K +54 +0.7%
AMM
1656
American Money Management
California
$2.27M +$38.1K +134 +2%
IGWM
1657
ICA Group Wealth Management
Colorado
$2.27M +$358K +1,259 +17%
MIA
1658
MainStreet Investment Advisors
Illinois
$2.27M +$854 +3 +0%
PFSC
1659
Peoples Financial Services Corp
Pennsylvania
$2.26M +$10.8K +38 +0.5%
TNBTD
1660
Trustmark National Bank Trust Department
Mississippi
$2.25M
LRI
1661
Linden Rose Investment
Texas
$2.25M +$106K +373 +5%
MADR
1662
Milestones Administradora de Recursos
Brazil
$2.25M
CGA
1663
Channing Global Advisors
Florida
$2.25M -$230K -809 -9%
PCS
1664
Personal CFO Solutions
New Jersey
$2.24M -$26.5K -93 -1%
GWANC
1665
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.23M -$14.5K -51 -0.6%
SIAP
1666
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.23M +$54.1K +190 +2%
TLCM
1667
Twin Lakes Capital Management
California
$2.23M
NA
1668
Nottingham Advisors
New York
$2.22M +$48.7K +171 +2%
MGWM
1669
Marks Group Wealth Management
Minnesota
$2.22M +$134K +470 +6%
CCM
1670
Condor Capital Management
New Jersey
$2.22M +$108K +378 +5%
MA
1671
MCF Advisors
Kentucky
$2.22M +$509K +1,788 +27%
PFS
1672
Physicians Financial Services
North Carolina
$2.21M -$108K -380 -4%
HFM
1673
Harvest Fund Management
China
$2.21M +$812K +2,853 +53%
IMOV
1674
Investment Management of Virginia
Virginia
$2.21M +$73.4K +258 +3%
FDS
1675
Freedom Day Solutions
Texas
$2.21M -$63.2K -222 -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.