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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
AA
1701
Altman Advisors
Illinois
$2.13M -$57.5K -202 -2%
SAM
1702
Seelaus Asset Management
New Jersey
$2.13M +$37K +130 +2%
PPG
1703
Peak Planning Group
Colorado
$2.13M +$119K +417 +6%
ICM
1704
IMS Capital Management
Oregon
$2.13M +$277K +975 +14%
DGAM
1705
Desjardins Global Asset Management
Quebec, Canada
$2.12M -$157K -551 -6%
WA
1706
Wealth Alliance
New York
$2.12M +$1.42K +5 +0.1%
WAM
1707
Weatherly Asset Management
California
$2.11M -$24.2K -85 -1%
OC
1708
Oakworth Capital
Alabama
$2.11M +$39.3K +138 +2%
LAIC
1709
Lederer & Associates Investment Counsel
California
$2.1M -$56.3K -198 -2%
BWP
1710
Baldwin Wealth Partners
Massachusetts
$2.1M -$41.3K -145 -2%
GKFF
1711
George Kaiser Family Foundation
Oklahoma
$2.1M
CCM
1712
Cribstone Capital Management
Maine
$2.1M -$13.7K -48 -0.6%
AA
1713
Alesco Advisors
New York
$2.1M +$15.7K +55 +0.7%
IIM
1714
InTrack Investment Management
Vermont
$2.09M -$93.3K -328 -4%
EGA
1715
E&G Advisors
Texas
$2.09M +$71.1K +250 +3%
HHGA
1716
Halbert Hargrove Global Advisors
California
$2.08M +$40.4K +142 +2%
SFA
1717
Semmax Financial Advisors
North Carolina
$2.08M -$181K -637 -8%
TA
1718
Tectonic Advisors
Texas
$2.08M +$155K +546 +8%
KA
1719
Klingman & Associates
New York
$2.08M +$20.5K +72 +0.9%
NI
1720
Noked Israel
Israel
$2.08M +$972K +3,416 +78%
ZIC
1721
ZWJ Investment Counsel
Georgia
$2.08M +$42.1K +148 +2%
MSA
1722
Marino Stram & Associates
Massachusetts
$2.07M -$5.69K -20 -0.3%
CTFG
1723
Capstone Triton Financial Group
Oklahoma
$2.07M +$17.9K +63 +0.8%
KFP
1724
KMG Fiduciary Partners
Ohio
$2.07M -$39.6K -139 -2%
BWM
1725
BCGM Wealth Management
Indiana
$2.07M +$124K +437 +7%

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.