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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
SL
1926
Stevard LLC
Illinois
$1.53M +$1.64M +5,750 New
OL
1927
Optas LLC
Texas
$1.53M +$1.35M +4,736 +476%
AIM
1928
Acropolis Investment Management
Missouri
$1.53M -$14.2K -50 -0.9%
PFG
1929
Pinnacle Financial Group
Illinois
$1.53M
TAM
1930
Tealwood Asset Management
Minnesota
$1.52M +$1.14K +4 +0.1%
BWL
1931
Bogart Wealth LLC
Virginia
$1.52M +$907K +3,186 +127%
AWP
1932
Abacus Wealth Partners
California
$1.52M +$56.1K +197 +4%
NSB
1933
Norway Savings Bank
Maine
$1.52M +$232K +815 +17%
BMCM
1934
Bryn Mawr Capital Management
Pennsylvania
$1.52M
SAM
1935
Steinberg Asset Management
New York
$1.52M
RBC
1936
Romano Brothers & Co
Illinois
$1.52M +$1.62M +5,687 New
HGERS
1937
Householder Group Estate & Retirement Specialist
Arizona
$1.52M +$80K +281 +5%
Credit Agricole
1938
Credit Agricole
France
$1.51M -$102K -357 -6%
CIC
1939
Cutler Investment Counsel
Oregon
$1.51M -$9.11K -32 -0.6%
JAFL
1940
Jay A. Fishman Ltd
Michigan
$1.51M
SMC
1941
Smith, Moore & Co
Missouri
$1.51M -$351K -1,233 -18%
BWM
1942
BCS Wealth Management
Tennessee
$1.5M -$179K -629 -10%
CWM
1943
Connecticut Wealth Management
Connecticut
$1.5M -$131K -461 -8%
SA
1944
SL Advisors
New Jersey
$1.5M -$7.11K -25 -0.4%
OWP
1945
Old Well Partners
North Carolina
$1.5M +$1.59M +5,600 New
FWM
1946
Fairhaven Wealth Management
Illinois
$1.49M -$3.13K -11 -0.2%
FCM
1947
Fourpath Capital Management
Oklahoma
$1.49M -$596K -2,095 -27%
GC
1948
GFG Capital
Florida
$1.49M +$58.6K +206 +4%
KP
1949
Keel Point
Alabama
$1.48M +$13.9K +49 +0.9%
Nomura Holdings
1950
Nomura Holdings
Japan
$1.48M +$1.03M +3,613 +188%

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.