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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
GCM
2026
G2 Capital Management
Ohio
$1.31M
NAS
2027
Nicolet Advisory Services
Wisconsin
$1.31M +$854 +3 +0.1%
APC
2028
Asset Planning Corporation
Tennessee
$1.31M +$78.5K +276 +6%
PP
2029
Pegasus Partners
Wisconsin
$1.31M -$20.5K -72 -1%
TP
2030
Tranquility Partners
Tennessee
$1.31M +$39.8K +140 +3%
UBG
2031
United Bank (Georgia)
Georgia
$1.31M +$95K +334 +7%
CPP
2032
Capasso Planning Partners
South Carolina
$1.3M +$7.97K +28 +0.6%
AA
2033
Auxano Advisors
Washington
$1.3M +$452K +1,587 +48%
HCMG
2034
Howard Capital Management Group
California
$1.3M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2035
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.3M -$10.4M -36,394 -88%
NWMG
2036
National Wealth Management Group
Ohio
$1.3M -$93.3K -328 -6%
VFPI
2037
Vantage Financial Partners (Illinois)
Illinois
$1.29M +$105K +370 +8%
HIIFS
2038
Harel Insurance Investments & Financial Services
Israel
$1.29M -$1.99M -7,000 -59%
CA
2039
Corrado Advisors
New Jersey
$1.29M +$25.6K +90 +3%
CC
2040
Capital Counsel
New York
$1.29M
FPCG
2041
Fort Pitt Capital Group
Pennsylvania
$1.28M +$349K +1,228 +34%
FFA
2042
Founders Financial Alliance
North Carolina
$1.28M -$702K -2,468 -34%
SCA
2043
Sippican Capital Advisors
Massachusetts
$1.28M -$1.42K -5 -0.1%
GFG
2044
Greystone Financial Group
Michigan
$1.28M -$136K -478 -9%
WPW
2045
Warther Private Wealth
Ohio
$1.28M
FMN
2046
Financial Management Network
California
$1.27M
KAM
2047
Knightsbridge Asset Management
California
$1.27M +$19.9K +70 +1%
WFI
2048
West Family Investments
California
$1.27M +$1.36M +4,766 New
LC
2049
LCNB Corp
Ohio
$1.27M -$29.3K -103 -2%
KFS
2050
Kurt F. Somerville
$1.27M

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.