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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
FPFS
1901
First Personal Financial Services
North Carolina
$1.58M +$45.5K +160 +3%
MCM
1902
Monarch Capital Management
Indiana
$1.58M
MWM
1903
Mattern Wealth Management
Kansas
$1.57M +$42.7K +150 +3%
WCAMG
1904
Woodard & Company Asset Management Group
North Carolina
$1.57M +$97.6K +343 +6%
NFP
1905
NorthLanding Financial Partners
New York
$1.57M +$1.67M +5,882 New
GGS
1906
Galvin Gaustad & Stein
Arizona
$1.57M +$27.6K +97 +2%
ZIG
1907
Zullo Investment Group
Pennsylvania
$1.56M +$19.9K +70 +1%
ABLA
1908
Alan B. Lancz & Associates
Ohio
$1.56M
SRAM
1909
Spouting Rock Asset Management
Pennsylvania
$1.56M
EWS
1910
Evergreen Wealth Solutions
Pennsylvania
$1.56M -$2.56K -9 -0.2%
HAIM
1911
Hunter Associates Investment Management
Pennsylvania
$1.56M -$25.6K -90 -2%
EC
1912
Enhancing Capital
Pennsylvania
$1.56M
SW
1913
SlateStone Wealth
Florida
$1.56M +$184K +645 +12%
FSG
1914
Financial Strategies Group
Michigan
$1.56M +$417K +1,464 +33%
LRIA
1915
Leonard Rickey Investment Advisors
Washington
$1.55M -$37.3K -131 -2%
Arrowstreet Capital
1916
Arrowstreet Capital
Massachusetts
$1.55M -$380M -1,337,042 -100%
GWM
1917
GSB Wealth Management
Connecticut
$1.55M
KLWA
1918
Kelly Lawrence W & Associates
California
$1.55M +$654K +2,300 +65%
ANB
1919
Amarillo National Bank
Texas
$1.55M
SAS
1920
Sanford Advisory Services
Michigan
$1.55M -$53.2K -187 -3%
OQS
1921
Occudo Quantitative Strategies
Florida
$1.54M -$5.11M -17,973 -76%
BEI
1922
Benjamin Edwards Inc
Missouri
$1.54M +$49.8K +175 +3%
AWA
1923
AmeriServ Wealth Advisors
Pennsylvania
$1.54M -$4.27K -15 -0.3%
TCM
1924
Tufton Capital Management
Maryland
$1.54M +$5.69K +20 +0.3%
WWM
1925
Windsor Wealth Management
Indiana
$1.54M

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.