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Berkshire Hathaway Class B

3,374 hedge funds and large institutions have $228B invested in Berkshire Hathaway Class B in 2022 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 1,418 increasing their positions, 1,280 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $4.92B | Put options by funds: $3.82B

11% more repeat investments, than reductions

Existing positions increased: 1,418 | Existing positions reduced: 1,280

1.33% less ownership

Funds ownership: 66.58%65.25% (-1.3%)

2% less funds holding

Funds holding: 3,4493,374 (-75)

12% less funds holding in top 10

Funds holding in top 10: 653577 (-76)

20% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 165

24% less capital invested

Capital invested by funds: $301B → $228B (-$72.5B)

Holders
3,374
Holders Change
-75
Holders Change %
-2.17%
% of All Funds
56.84%
Holding in Top 10
577
Holding in Top 10 Change
-76
Holding in Top 10 Change %
-11.64%
% of All Funds
9.72%
New
132
Increased
1,418
Reduced
1,280
Closed
165
Calls
$4.92B
Puts
$3.82B
Net Calls
+$1.1B
Net Calls Change
-$376M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
176
Zurich Insurance Group
Switzerland
$112M -$30.7M -97,770 -19%
UCFA
177
United Capital Financial Advisors
Texas
$112M -$1.14M -3,636 -0.9%
WIM
178
Weitz Investment Management
Nebraska
$112M -$7.84M -25,000 -6%
Aberdeen Group
179
Aberdeen Group
United Kingdom
$112M -$4.53M -14,439 -3%
Rafferty Asset Management
180
Rafferty Asset Management
New York
$112M -$69M -219,801 -35%
MCI
181
McDonald Capital Investors
California
$112M -$1.27M -4,055 -1%
CWM
182
CIBC World Markets
New York
$111M -$7M -22,309 -5%
BCWM
183
Bartlett & Co Wealth Management
Ohio
$110M -$3.53M -11,250 -3%
BC
184
Bartlett & Co
Ohio
$110M -$3.53M -11,250 -3%
KAS
185
Kestra Advisory Services
Texas
$109M +$36.8M +117,306 +42%
Janus Henderson Group
186
Janus Henderson Group
United Kingdom
$109M -$40.1M -127,828 -24%
Calamos Advisors
187
Calamos Advisors
Illinois
$106M +$3.84M +12,230 +3%
ProShare Advisors
188
ProShare Advisors
Maryland
$105M -$40.3M -128,504 -25%
TAM
189
Timucuan Asset Management
Florida
$104M -$8.08M -25,767 -6%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$104M +$2.65M +8,441 +2%
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103M +$3.24M +10,337 +3%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$102M +$5.66M +18,052 +5%
BDWM
193
Brewin Dolphin Wealth Management
Ireland
$101M -$759K -2,420 -0.7%
GHCMRT
194
Graham Holdings Co Master Retirement Trust
Virginia
$101M
Nordea Investment Management
195
Nordea Investment Management
Sweden
$100M +$1.12M +3,573 +1%
SAA
196
Southeast Asset Advisors
Georgia
$99.6M -$4.72M -15,048 -4%
SOMRS
197
State of Michigan Retirement System
Michigan
$98M +$10.5M +33,400 +10%
ASRS
198
Arizona State Retirement System
Arizona
$96.7M -$1.08M -3,434 -1%
SOADOR
199
State of Alaska Department of Revenue
Alaska
$96.6M +$7.12M +22,702 +7%
Fayez Sarofim & Co
200
Fayez Sarofim & Co
Texas
$96.3M -$653K -2,080 -0.6%

BRK.B Hedge Fund Activity: Q2 2022 in Review

3,374 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2022, worth a combined $228B — down 24% from $301B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of BRK.B and 132 opened new positions — a net loss of 33 holders — while 1,280 trimmed existing stakes and 1,418 added.

The largest buyer was Morgan Stanley, adding an estimated $2.06B. The largest seller was Frontier Wealth Management, cutting an estimated $5.87B.

  • 3,374 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2022, down from 3,449 in Q1 2022.
  • Funds reported $228B of Berkshire Hathaway Class B stock for Q2 2022, down 24% quarter-over-quarter.
  • 132 funds opened new Berkshire Hathaway Class B positions in Q2 2022 and 165 closed out, a net change of -33 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2022 was Morgan Stanley, an estimated $2.06B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2022 was Frontier Wealth Management, an estimated $5.87B sold.

Based on aggregated 13F filings for Q2 2022.