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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
1WA
1801
180 Wealth Advisors
Washington
$1.82M +$23K +81 +1%
PWP
1802
Pursue Wealth Partners
California
$1.82M
PFA
1803
Professional Financial Advisors
Nebraska
$1.82M -$626K -2,201 -24%
PSC
1804
Prentiss Smith & Co
Vermont
$1.81M -$71.1K -250 -4%
LPT
1805
Legacy Private Trust
Wisconsin
$1.81M
CG
1806
Cutler Group
California
$1.81M -$903K -3,173 -32%
Walleye Capital
1807
Walleye Capital
New York
$1.81M +$1.93M +6,766 New
LWM
1808
Ledge Wealth Management
Minnesota
$1.81M -$215K -757 -10%
LFA
1809
Laraway Financial Advisors
Minnesota
$1.8M
WAAG
1810
Wealth Alliance Advisory Group
Kansas
$1.8M +$421K +1,479 +28%
HIC
1811
Holderness Investments Company
North Carolina
$1.8M -$1.42K -5 -0.1%
RA
1812
Rational Advisors
New York
$1.79M +$48.1K +169 +3%
KIA
1813
Kraematon Investment Advisors
Massachusetts
$1.78M -$14.5K -51 -0.8%
DL
1814
DOHJ LLC
Washington
$1.78M +$93.9K +330 +5%
GWM
1815
Greenwich Wealth Management
Connecticut
$1.78M +$111K +391 +6%
TRIA
1816
Trail Ridge Investment Advisors
Colorado
$1.78M +$9.96K +35 +0.6%
MCM
1817
Magnolia Capital Management
New York
$1.78M +$84.5K +297 +5%
EFSCE
1818
Enterprise Financial Services Corp (EFSC)
Missouri
$1.77M +$263K +923 +16%
AB
1819
Atlas Brown
Kentucky
$1.77M +$14.2K +50 +0.8%
LBC
1820
Lowe Brockenbrough & Co
Virginia
$1.77M +$13.4K +47 +0.7%
VDI
1821
Vaughan David Investments
Illinois
$1.77M +$58.3K +205 +3%
VCP
1822
Verus Capital Partners
Arizona
$1.76M +$565K +1,987 +43%
VCAM
1823
Van Cleef Asset Management
Ohio
$1.76M
KAH
1824
Kathryn A. Hall
$1.76M
PFA
1825
Pure Financial Advisors
California
$1.76M -$145K -510 -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.