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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
FPGK
1951
Financial Partners Group (Kansas)
Kansas
$1.48M -$47.5K -167 -3%
HBW
1952
Hazlett, Burt & Watson
West Virginia
$1.48M +$13.7K +48 +0.9%
LFS
1953
Lutz Financial Services
Nebraska
$1.48M +$164K +575 +12%
AR
1954
Advisory Research
Illinois
$1.48M -$9.11K -32 -0.6%
PFGIA
1955
Patriot Financial Group Insurance Agency
Massachusetts
$1.48M +$211K +742 +16%
EP
1956
Eudaimonia Partners
Tennessee
$1.47M -$1.24M -4,361 -44%
SQA
1957
Simon Quick Advisors
New Jersey
$1.47M +$681K +2,394 +77%
CCM
1958
Consolidated Capital Management
California
$1.46M -$195K -685 -11%
QC
1959
Quent Capital
New York
$1.45M +$74.6K +262 +5%
BOTW
1960
Bank of the West
California
$1.45M +$148K +521 +11%
PPP
1961
Private Portfolio Partners
New Jersey
$1.45M +$5.98K +21 +0.4%
BAM
1962
Baldrige Asset Management
Pennsylvania
$1.45M
CA
1963
Centerpoint Advisors
Massachusetts
$1.45M +$868K +3,051 +128%
RWA
1964
Redhawk Wealth Advisors
Minnesota
$1.45M -$123K -431 -7%
MWAM
1965
Manhattan West Asset Management
California
$1.45M +$351K +1,233 +29%
DSN
1966
D. Scott Neal
Kentucky
$1.44M
CGH
1967
CMG Global Holdings
Texas
$1.42M +$932K +3,275 +160%
NGA
1968
Naples Global Advisors
Florida
$1.42M -$28.5K -100 -2%
EDRIA
1969
Edmonds Duncan Registered Investment Advisors
Kansas
$1.42M -$185K -650 -11%
PCM
1970
Pennsylvania Capital Management
Pennsylvania
$1.41M +$180K +634 +14%
HL
1971
HeadInvest LLC
Maine
$1.41M +$11.1K +39 +0.7%
TWA
1972
Tillar-Wenstrup Advisors
Ohio
$1.41M -$27K -95 -2%
BMWM
1973
Brown Miller Wealth Management
Virginia
$1.41M +$384K +1,350 +34%
LG
1974
LaFleur & Godfrey
Michigan
$1.41M -$825K -2,900 -36%
FCFC
1975
First Citizens Financial Corp
Iowa
$1.4M

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.