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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
FH
2076
FWG Holdings
Florida
$1.22M +$14.5K +51 +1%
AIC
2077
Archer Investment Corporation
Indiana
$1.22M -$4.27K -15 -0.3%
GHA
2078
GW Henssler & Associates
Georgia
$1.22M -$164K -576 -11%
AFG
2079
Arkansas Financial Group
Arkansas
$1.22M -$53.2K -187 -4%
CC
2080
Courier Capital
New York
$1.22M
EGM
2081
Engineers Gate Manager
New York
$1.22M -$139K -490 -10%
NAMM
2082
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.21M +$39K +137 +3%
TFP
2083
Tilia Fiduciary Partners
North Carolina
$1.21M +$42.1K +148 +3%
PP
2084
Prosperity Planning
Missouri
$1.21M -$1.99K -7 -0.2%
WH
2085
Willner & Heller
California
$1.21M +$5.69K +20 +0.4%
BST
2086
Bath Savings Trust
Maine
$1.21M -$142K -500 -10%
RIS
2087
Retirement Income Solutions
Michigan
$1.21M -$56.9K -200 -4%
Edgewood Management
2088
Edgewood Management
Connecticut
$1.21M
KMWM
2089
Keudell/Morrison Wealth Management
Oregon
$1.21M +$2.85K +10 +0.2%
CT
2090
Clearstead Trust
Maine
$1.21M +$613K +2,153 +91%
AWM
2091
Angeles Wealth Management
California
$1.2M +$288K +1,013 +29%
LWAM
2092
Legacy Wealth Asset Management
Minnesota
$1.2M +$318K +1,117 +33%
PO
2093
Private Ocean
California
$1.2M +$21.6K +76 +2%
WCA
2094
Waypoint Capital Advisors
Minnesota
$1.2M
AFS
2095
Axiom Financial Strategies
Indiana
$1.19M -$5.69K -20 -0.4%
B
2096
Bensler
Washington
$1.18M
CPA
2097
Capital Planning Advisors
California
$1.18M -$61.2K -215 -5%
OAM
2098
Occidental Asset Management
California
$1.18M -$19.9K -70 -2%
RPGK
2099
Retirement Planning Group (Kansas)
Kansas
$1.18M +$609K +2,141 +95%
RP
2100
Riverwater Partners
Wisconsin
$1.18M

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.