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
FFC
1676
Fure Financial Corporation
Minnesota
$2.2M -$5.98K -21 -0.3%
CWS
1677
Cypress Wealth Services
California
$2.2M -$336K -1,182 -13%
FA
1678
FDx Advisors
Illinois
$2.2M +$13.9K +49 +0.6%
AA
1679
Aufman Associates
Pennsylvania
$2.2M
CCA
1680
Childress Capital Advisors
Texas
$2.19M -$119K -419 -5%
CCA
1681
Cadent Capital Advisors
Oklahoma
$2.19M +$1.61M +5,675 +223%
SCM
1682
Sterneck Capital Management
Missouri
$2.19M +$522K +1,834 +29%
JF
1683
JSF Financial
California
$2.18M +$96.8K +340 +4%
JBA
1684
Johnson Bixby & Associates
Washington
$2.18M +$25.6K +90 +1%
NW
1685
Naviter Wealth
Arkansas
$2.18M +$260K +915 +13%
CA
1686
Crewe Advisors
Utah
$2.18M +$343K +1,207 +17%
KFSC
1687
Keystone Financial Services (Colorado)
Colorado
$2.17M -$105K -369 -5%
RW
1688
REDW Wealth
New Mexico
$2.17M +$37.6K +132 +2%
ESB
1689
Essex Savings Bank
Connecticut
$2.17M +$588K +2,067 +34%
RFA
1690
Resurgent Financial Advisors
Georgia
$2.17M +$287K +1,010 +14%
FAM
1691
Formidable Asset Management
Ohio
$2.17M
GC
1692
Garde Capital
Washington
$2.17M
E
1693
Ergoteles
New York
$2.16M -$6.13M -21,530 -73%
SCM
1694
SOL Capital Management
Maryland
$2.16M -$8.54K -30 -0.4%
WPC
1695
Waters Parkerson & Co
Louisiana
$2.16M -$54.1K -190 -2%
VC
1696
Vicus Capital
Pennsylvania
$2.15M +$189K +663 +9%
ROTUOC
1697
Regents of the University of California
California
$2.15M
S
1698
Seeyond
France
$2.15M -$1.72M -6,055 -43%
HAI
1699
Hennessy Advisors Inc
California
$2.14M -$228K -800 -9%
SA
1700
Sycale Advisors
New York
$2.14M +$2.28M +8,000 New

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.