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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
CA
1726
CoreCap Advisors
Michigan
$2.06M +$107K +376 +5%
RHP
1727
Royal Harbor Partners
Texas
$2.06M -$40.1K -141 -2%
HIP
1728
HUB Investment Partners
Texas
$2.05M +$186K +654 +9%
HP
1729
Hikari Power
Japan
$2.05M
FF
1730
FourThought Financial
Florida
$2.05M +$256K +900 +13%
AIS
1731
American Investment Services
Massachusetts
$2.04M -$6.83K -24 -0.3%
WPWM
1732
Western Pacific Wealth Management
Illinois
$2.04M +$144K +507 +7%
MCM
1733
Maple Capital Management
Vermont
$2.04M +$30.7K +108 +2%
PNC
1734
Park National Corp
Ohio
$2.04M -$72.8K -256 -3%
VCM
1735
Versant Capital Management
Arizona
$2.04M +$5.98K +21 +0.3%
BWM
1736
Baystate Wealth Management
Massachusetts
$2.03M +$2.85K +10 +0.1%
ARMT
1737
Amica Retiree Medical Trust
Rhode Island
$2.02M +$550K +1,932 +34%
CA
1738
Cortland Associates
Missouri
$2.02M +$569 +2 +0%
WW
1739
Westshore Wealth
California
$2.02M
ECM
1740
ExodusPoint Capital Management
New York
$2.01M -$20.9M -73,598 -91%
BZWA
1741
Blue Zone Wealth Advisors
California
$2.01M -$140K -492 -6%
IRAG
1742
Investment Research & Advisory Group
Georgia
$2.01M -$2.56K -9 -0.1%
VT
1743
Vise Technologies
New York
$2M +$291K +1,023 +16%
REMPR
1744
Roof Eidam Maycock Peralta (REMP)
California
$2M +$18.5K +65 +0.9%
SOS
1745
Silver Oak Securities
Tennessee
$2M +$817K +2,871 +101%
SFG
1746
SNS Financial Group
Minnesota
$2M +$7.11K +25 +0.3%
JCM
1747
Jag Capital Management
Missouri
$1.98M +$112K +393 +6%
HWMG
1748
Hurlow Wealth Management Group
Indiana
$1.98M -$40.4K -142 -2%
IIM
1749
Intact Investment Management
Quebec, Canada
$1.98M
AWS
1750
AJ Wealth Strategies
New York
$1.98M -$85.4K -300 -4%

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.