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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
GLA
1826
Good Life Advisors
Pennsylvania
$1.76M +$26.7K +94 +1%
MMHP
1827
Murphy Middleton Hinkle & Parker
Georgia
$1.75M -$71.1K -250 -4%
HTHT
1828
Hemenway Trust Hemenway Trust
New Hampshire
$1.75M -$45.5K -160 -2%
ETH
1829
Exos TFP Holdings
New York
$1.74M +$1.86M +6,533 New
AAS
1830
Annex Advisory Services
Wisconsin
$1.74M -$52.1K -183 -3%
SW
1831
StrongBox Wealth
Missouri
$1.74M +$272K +957 +17%
GFP
1832
Guardian Financial Partners
California
$1.74M +$62.9K +221 +4%
VCM
1833
Vivaldi Capital Management
Illinois
$1.74M +$35.9K +126 +2%
IPAM
1834
ICICI Prudential Asset Management
India
$1.74M +$1.85M +6,497 New
SIC
1835
Schwartz Investment Counsel
Michigan
$1.73M -$101K -356 -5%
VC
1836
Vestor Capital
Illinois
$1.73M +$56.9K +200 +3%
EWM
1837
EPG Wealth Management
Georgia
$1.73M -$100K -353 -5%
NQWM
1838
Northwest Quadrant Wealth Management
Oregon
$1.73M +$1.99K +7 +0.1%
MSFS
1839
Main Street Financial Solutions
Pennsylvania
$1.72M +$33K +116 +2%
MFG
1840
MidWestOne Financial Group
Iowa
$1.72M +$38.4K +135 +2%
PCG
1841
Prosperity Consulting Group
Maryland
$1.72M +$8.82K +31 +0.5%
GC
1842
Gilbert & Cook
Iowa
$1.72M -$62.9K -221 -4%
LFG
1843
Larson Financial Group
Missouri
$1.72M +$83.4K +293 +5%
PFC
1844
Phocas Financial Corp
California
$1.72M +$147K +515 +9%
TB
1845
Treynor Bancshares
Iowa
$1.71M +$14.2K +50 +0.8%
FCM
1846
Firestone Capital Management
Florida
$1.71M +$114K +400 +7%
1WM
1847
1900 Wealth Management
Texas
$1.71M
TC
1848
Titleist Capital
Texas
$1.71M +$44.7K +157 +3%
AWA
1849
Artemis Wealth Advisors
New York
$1.71M +$378K +1,329 +26%
Jacobs Levy Equity Management
1850
Jacobs Levy Equity Management
New Jersey
$1.7M +$515K +1,811 +40%

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.