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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
OWA
1851
Octavia Wealth Advisors
Ohio
$1.7M -$55.2K -194 -3%
DA
1852
DSC Advisors
Illinois
$1.7M -$456K -1,604 -20%
FCG
1853
Financial Connections Group
California
$1.7M
MCA
1854
Magnolia Capital Advisors
Mississippi
$1.7M +$86.5K +304 +5%
EAM
1855
Erste Asset Management
Austria
$1.69M -$364K -1,279 -17%
LWM
1856
Liberty Wealth Management
California
$1.69M +$76.3K +268 +4%
CFG
1857
CMC Financial Group
Georgia
$1.69M +$136K +479 +8%
BBNA
1858
Bremer Bank National Association
Minnesota
$1.69M -$236K -828 -12%
WSC
1859
Wellington Shields & Co
New York
$1.68M +$4.84K +17 +0.3%
SFG
1860
StrategIQ Financial Group
Indiana
$1.67M
TAM
1861
Townsend Asset Management
North Carolina
$1.67M +$5.69K +20 +0.3%
IP
1862
Investment Partners
Ohio
$1.67M +$538K +1,890 +43%
SEP
1863
Southland Equity Partners
Missouri
$1.67M +$71.4K +251 +4%
RWA
1864
River Wealth Advisors
Pennsylvania
$1.67M -$38.4K -135 -2%
AIM
1865
Avity Investment Management
Connecticut
$1.67M +$11.4K +40 +0.6%
CWAG
1866
Compton Wealth Advisory Group
Virginia
$1.67M -$7.11K -25 -0.4%
EWM
1867
Elmwood Wealth Management
California
$1.66M +$1.77M +6,223 New
SIMG
1868
Sonora Investment Management Group
Arizona
$1.66M
PIM
1869
Penobscot Investment Management
Massachusetts
$1.66M +$199K +700 +13%
SCM
1870
Spreng Capital Management
Ohio
$1.66M -$71.1K -250 -4%
EIA
1871
Eldridge Investment Advisors
New Hampshire
$1.66M
EF
1872
Empowered Funds
Pennsylvania
$1.66M +$281K +986 +19%
GWAG
1873
Garrett Wealth Advisory Group
Texas
$1.66M -$8.54K -30 -0.5%
HCM
1874
Hodges Capital Management
Texas
$1.65M -$356K -1,250 -17%
CWP
1875
Concord Wealth Partners
Virginia
$1.64M +$35.9K +126 +2%

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.