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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
MCI
176
McDonald Capital Investors
California
$109M -$236K -831 -0.2%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$108M +$9.22M +32,407 +9%
UCFA
178
United Capital Financial Advisors
Texas
$108M -$2.32M -8,152 -2%
WIM
179
Weitz Investment Management
Nebraska
$107M -$2.85M -10,000 -2%
Calamos Advisors
180
Calamos Advisors
Illinois
$104M
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104M +$3.38M +11,883 +3%
PAM
182
Panagora Asset Management
Massachusetts
$103M -$82.4M -289,616 -43%
MC
183
Metropolis Capital
United Kingdom
$103M +$16.6M +58,261 +18%
Allianz Asset Management
184
Allianz Asset Management
Germany
$102M +$22.5M +79,063 +26%
TAM
185
Timucuan Asset Management
Florida
$101M -$255K -895 -0.2%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$101M -$755K -2,652 -0.7%
N
187
Natixis
France
$100M +$80.4M +282,700 +310%
Nordea Investment Management
188
Nordea Investment Management
Sweden
$99.3M -$1.46M -5,132 -1%
Natixis Advisors
189
Natixis Advisors
Massachusetts
$99.1M -$15.7M -55,101 -13%
JWBC
190
John W. Bristol & Co
New York
$98.3M +$19.7M +69,392 +23%
SAA
191
Southeast Asset Advisors
Georgia
$98.2M +$880K +3,091 +0.8%
UONDDL
192
University of Notre Dame du Lac
Indiana
$97.3M +$104M +364,357 New
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$96.6M +$5.6M +19,670 +6%
SOMRS
194
State of Michigan Retirement System
Michigan
$95.7M -$228K -800 -0.2%
ZIG
195
Zurich Insurance Group
Switzerland
$95.3M -$15.3M -53,844 -13%
SAM
196
Storebrand Asset Management
Norway
$93.9M +$4.71M +16,556 +5%
Fayez Sarofim & Co
197
Fayez Sarofim & Co
Texas
$93.8M -$354K -1,243 -0.4%
SFG
198
Sather Financial Group
Texas
$93.7M -$406K -1,426 -0.4%
ProShare Advisors
199
ProShare Advisors
Maryland
$93.6M -$10.1M -35,513 -9%
SOADOR
200
State of Alaska Department of Revenue
Alaska
$93.3M -$1.18M -4,139 -1%

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.