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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
OHIS
2151
Oak Harvest Investment Services
Texas
$1.09M -$19.4K -68 -2%
FNWM
2152
Financial Network Wealth Management
Utah
$1.09M
BMM
2153
Buffington Mohr McNeal
Idaho
$1.09M
FLI
2154
Family Legacy Inc
South Carolina
$1.09M -$2.85K -10 -0.2%
WI
2155
Wedgewood Investors
Pennsylvania
$1.09M
SCA
2156
Sage Capital Advisors
South Dakota
$1.08M +$4.84K +17 +0.4%
NI
2157
NFC Investments
Tennessee
$1.08M
OIA
2158
Optimum Investment Advisors
Illinois
$1.08M -$11.4K -40 -1%
WAOTB
2159
Wealth Advisors of Tampa Bay
Florida
$1.08M -$1.15M -4,052 -50%
FC
2160
Family CFO
California
$1.08M -$175K -614 -13%
TCOT
2161
Trust Company of Toledo
Ohio
$1.08M -$92.2K -324 -7%
BAM
2162
Byrne Asset Management
New Jersey
$1.08M +$23.6K +83 +2%
CFA
2163
Capstone Financial Advisors
Illinois
$1.07M -$13.1K -46 -1%
TNAM
2164
Terra Nova Asset Management
New York
$1.07M +$3.7K +13 +0.3%
PWM
2165
PBMares Wealth Management
Virginia
$1.07M +$3.98K +14 +0.3%
CIA
2166
Cladis Investment Advisory
Montana
$1.07M
FFBTD
2167
First Financial Bank - Trust Division
Ohio
$1.07M +$124K +437 +12%
SCF
2168
Sante Capital Fund
Texas
$1.07M +$1.14M +4,001 New
AWG
2169
Altus Wealth Group
Colorado
$1.07M
PM
2170
Penbrook Management
New York
$1.06M -$14.2K -50 -1%
MA
2171
MJP Associates
Connecticut
$1.06M -$17.1K -60 -1%
SIM
2172
SSI Investment Management
California
$1.06M
HP
2173
Holowesko Partners
Bahamas
$1.06M
SIC
2174
SFE Investment Counsel
California
$1.06M -$91.6K -322 -8%
IA
2175
Insight Advisors
Pennsylvania
$1.06M -$29.6K -104 -3%

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.