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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
FWM
1876
Fingerlakes Wealth Management
New York
$1.64M -$76.5K -269 -4%
IIC
1877
Integrated Investment Consultants
Michigan
$1.64M +$12.8K +45 +0.7%
TW
1878
TrinityPoint Wealth
Connecticut
$1.64M +$34.4K +121 +2%
TPW
1879
Transatlantique Private Wealth
New York
$1.64M +$74.8K +263 +4%
IDA
1880
Intelligence Driven Advisers
California
$1.64M -$168K -592 -9%
WC
1881
Winmill & Co
New York
$1.63M
GCA
1882
Gradient Capital Advisors
California
$1.62M +$43.5K +153 +3%
SVCP
1883
Silicon Valley Capital Partners
California
$1.62M +$1.07M +3,770 +164%
FFS
1884
Founders Financial Securities
Maryland
$1.61M -$24.8K -87 -1%
FMLI
1885
Fukoku Mutual Life Insurance
Japan
$1.61M
NB
1886
Northwest Bancshares
Pennsylvania
$1.61M
PWS
1887
Paragon Wealth Strategies
Florida
$1.61M
PTC
1888
Provident Trust Company
Wisconsin
$1.61M
WCG
1889
Weaver Consulting Group
California
$1.6M -$26.7K -94 -2%
HCM
1890
Hall Capital Management
Rhode Island
$1.6M
CWM
1891
Chesapeake Wealth Management
Virginia
$1.6M +$902K +3,169 +112%
TBWA
1892
Three Bridge Wealth Advisors
California
$1.6M -$10.5K -37 -0.6%
BHIC
1893
Bassett Hargrove Investment Counsel
Delaware
$1.6M +$1.71M +5,997 New
FA
1894
Fiducient Advisors
Illinois
$1.6M -$3.19M -11,218 -65%
HZ
1895
Hixon Zuercher
Ohio
$1.6M -$147K -518 -8%
GP
1896
Girard Partners
Pennsylvania
$1.6M -$85.1K -299 -5%
MFS
1897
Madrona Financial Services
Washington
$1.59M -$17.9K -63 -1%
CA
1898
CGN Advisors
Kansas
$1.59M +$469K +1,647 +38%
HFG
1899
Heron Financial Group
New York
$1.59M +$34.1K +120 +2%
BFG
1900
Bouchey Financial Group
New York
$1.58M

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.