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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
EFG
2126
Everhart Financial Group
Ohio
$1.12M +$184K +646 +18%
AP
2127
Atwood & Palmer
Missouri
$1.12M -$142K -500 -11%
RHJA
2128
Rice Hall James & Associates
California
$1.12M -$71.1K -250 -6%
DWMG
2129
DB Wealth Management Group
California
$1.12M -$14.2K -50 -1%
GCP
2130
Gill Capital Partners
Colorado
$1.12M +$97K +341 +9%
LP
2131
LGL Partners
Pennsylvania
$1.11M +$27.9K +98 +2%
I2I
2132
Insight 2811 Inc
Illinois
$1.11M +$154K +542 +15%
SCA
2133
Stonebridge Capital Advisors
Minnesota
$1.11M +$37.6K +132 +3%
CWP
2134
CFM Wealth Partners
Texas
$1.11M +$749K +2,631 +172%
MIA
2135
MMBG Investment Advisors
Florida
$1.11M +$1.18M +4,160 New
PPW
2136
Parcion Private Wealth
Washington
$1.11M
HLOC
2137
H.L. Ormond & Company
North Carolina
$1.11M +$156K +548 +15%
TFA
2138
Tranquilli Financial Advisor
New Jersey
$1.11M +$237K +833 +25%
ORC
2139
O'Rourke & Company
Massachusetts
$1.1M +$56.9K +200 +5%
PT
2140
Plimoth Trust
Massachusetts
$1.1M -$40.7K -143 -3%
TI
2141
TTP Investments
California
$1.1M -$1.99K -7 -0.2%
RG
2142
Renaissance Group
Kentucky
$1.1M -$33.3K -117 -3%
MAWCM
2143
Mine & Arao Wealth Creation & Management
California
$1.1M -$14.2K -50 -1%
NSAM
2144
North Star Asset Management
Wisconsin
$1.1M -$5.69K -20 -0.5%
LGA
2145
Lebenthal Global Advisors
New York
$1.1M +$8.82K +31 +0.8%
LWP
2146
Laurel Wealth Planning
Minnesota
$1.1M +$135K +475 +13%
DPIM
2147
Duff & Phelps Investment Management
Illinois
$1.1M -$3.7K -13 -0.3%
POIA
2148
Pin Oak Investment Advisors
Texas
$1.09M -$28.5K -100 -2%
MLFP
2149
MPS Loria Financial Planners
Illinois
$1.09M +$33.9K +119 +3%
FVWA
2150
Foster Victor Wealth Advisors
South Carolina
$1.09M +$172K +603 +18%

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.