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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
LW
1776
Linscomb Wealth
Texas
$1.89M +$48.4K +170 +2%
LWM
1777
Lyell Wealth Management
California
$1.89M +$86.2K +303 +4%
TA
1778
TruWealth Advisors
Louisiana
$1.88M -$864K -3,037 -30%
CC
1779
Colrain Capital
Massachusetts
$1.88M
FMB
1780
Field & Main Bank
Kentucky
$1.88M +$21.3K +75 +1%
I
1781
INVST
Indiana
$1.88M +$123K +431 +7%
MW
1782
Marcum Wealth
Ohio
$1.87M -$182K -641 -8%
JSL
1783
JT Stratford LLC
Georgia
$1.85M -$452K -1,589 -19%
CCM
1784
Carlson Capital Management
Minnesota
$1.85M -$10.5K -37 -0.5%
MCM
1785
Maryland Capital Management
Maryland
$1.85M -$127K -448 -6%
CPO
1786
Cerity Partners OCIO
New York
$1.85M +$30.2K +106 +2%
PCFFS
1787
Pacific Center for Financial Services
California
$1.85M -$7.68K -27 -0.4%
BSB
1788
Bangor Savings Bank
Maine
$1.85M +$854 +3 +0%
CBA
1789
Coastal Bridge Advisors
Connecticut
$1.85M +$27.3K +96 +1%
NB
1790
Nicolet Bankshares
Wisconsin
$1.85M -$109K -382 -5%
APG
1791
Abacus Planning Group
South Carolina
$1.84M +$245K +862 +14%
AO
1792
Allen Operations
New York
$1.84M
BT
1793
Brandywine Trust
Delaware
$1.84M
FCA
1794
FLC Capital Advisors
California
$1.84M -$41K -144 -2%
CM
1795
Churchill Management
California
$1.84M +$1.96M +6,882 New
OCM
1796
Osterweis Capital Management
California
$1.83M +$1.99K +7 +0.1%
FNBOMD
1797
First National Bank of Mount Dora
Florida
$1.83M +$1.1M +3,871 +129%
BAM
1798
Brave Asset Management
New Jersey
$1.83M
PCI
1799
Planning Center Inc
Illinois
$1.83M
Kayne Anderson Rudnick Investment Management
1800
Kayne Anderson Rudnick Investment Management
California
$1.82M -$50.1K -176 -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.