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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
BF
2001
Blankinship & Foster
California
$1.36M -$583K -2,049 -29%
SCM
2002
Schnieders Capital Management
California
$1.36M
GB
2003
Goepper Burkhardt
South Carolina
$1.35M +$270K +950 +23%
JSW
2004
Journey Strategic Wealth
New Jersey
$1.35M +$73.4K +258 +5%
PGA
2005
Portland Global Advisors
Maine
$1.35M +$209K +736 +17%
MSA
2006
McAlister Sweet & Associates
Texas
$1.35M +$15.4K +54 +1%
JFG
2007
JMG Financial Group
Illinois
$1.35M -$5.69K -20 -0.4%
UAS
2008
United Asset Strategies
New York
$1.35M -$45.5K -160 -3%
M
2009
MOTCO
Texas
$1.34M +$19.9K +70 +1%
FWTB
2010
First Western Trust Bank
Colorado
$1.34M -$47.8K -168 -3%
AIIMS
2011
Analyst IMS Investment Management Services
Israel
$1.34M -$749K -2,633 -35%
TWM
2012
Thrive Wealth Management
Pennsylvania
$1.34M +$7.4K +26 +0.5%
BAS
2013
Brown Advisory Securities
Maryland
$1.34M -$2.69M -9,445 -65%
LOAMS
2014
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.34M -$222K -779 -13%
HC
2015
Hamilton Capital
Ohio
$1.34M +$22.5K +79 +2%
CAGAS
2016
Capital Advisory Group Advisory Services
Minnesota
$1.34M +$123K +431 +9%
LC
2017
Longitude (Cayman)
Cayman Islands
$1.33M -$854K -3,000 -38%
NFSG
2018
Newbridge Financial Services Group
Florida
$1.33M -$47.8K -168 -3%
APWM
2019
Atlas Private Wealth Management
New York
$1.33M +$84.2K +296 +6%
AIM
2020
Alhambra Investment Management
Florida
$1.33M +$43K +151 +3%
CFS
2021
Cannon Financial Strategists
Georgia
$1.33M +$22.8K +80 +2%
AAM
2022
Ascension Asset Management
New York
$1.32M
AIM
2023
ARGA Investment Management
Connecticut
$1.32M
BI
2024
Ballast Inc
Kentucky
$1.32M
GCM
2025
Galibier Capital Management
Ontario, Canada
$1.32M

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.