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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
FEG
1976
Financial Enhancement Group
Indiana
$1.4M +$58.3K +205 +4%
LJAC
1977
L.J. Altfest & Co
New York
$1.4M +$45.5K +160 +3%
CGPCS
1978
Capital Group Private Client Services
California
$1.4M
SPC
1979
Stewart & Patten Company
California
$1.4M
AAM
1980
Aureus Asset Management
Massachusetts
$1.4M -$288K -1,013 -16%
IIL
1981
Insight Inv LLC
California
$1.4M -$99.6K -350 -6%
AMBIA
1982
Allen Mooney & Barnes Investment Advisors
Georgia
$1.39M
GA
1983
GoalVest Advisory
New York
$1.39M -$648K -2,276 -30%
P
1984
&Partners
Tennessee
$1.39M +$38.4K +135 +3%
CIA
1985
Compass Ion Advisors
Pennsylvania
$1.39M +$2.56K +9 +0.2%
RHBC
1986
R.H. Bluestein & Co
Michigan
$1.39M +$88.8K +312 +6%
LWP
1987
Lumature Wealth Partners
Georgia
$1.39M -$21.6K -76 -1%
FWA
1988
FSM Wealth Advisors
Ohio
$1.38M +$46.1K +162 +3%
MIC
1989
Meridian Investment Counsel
California
$1.38M +$258K +905 +21%
HBT
1990
Hills Bank & Trust
Iowa
$1.38M +$79.7K +280 +6%
MA
1991
Modus Advisors
Minnesota
$1.38M -$11.4K -40 -0.8%
WP
1992
WealthShield Partners
North Carolina
$1.38M
RZH
1993
Relyea Zuckerberg Hanson
Connecticut
$1.37M +$192K +675 +15%
CCM
1994
Conway Capital Management
California
$1.37M -$2.28K -8 -0.2%
DBRC
1995
D.B. Root & Company
Pennsylvania
$1.37M -$143K -501 -9%
NWA
1996
New World Advisors
Massachusetts
$1.37M +$19.9K +70 +1%
RIM
1997
Regent Investment Management
Kentucky
$1.36M
EWA
1998
Encompass Wealth Advisors
Oregon
$1.36M +$373K +1,310 +35%
BCM
1999
Bourgeon Capital Management
Connecticut
$1.36M +$185K +650 +15%
WPA
2000
Winning Points Advisors
Florida
$1.36M -$1.32M -4,650 -48%

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.