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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
JGIA
2176
Jackson Grant Investment Advisers
Connecticut
$1.05M
SWA
2177
Sutton Wealth Advisors
Florida
$1.05M +$1.42K +5 +0.1%
BFA
2178
Brown Financial Advisory
Alabama
$1.05M
WAS
2179
Wealth Advisory Solutions
Indiana
$1.05M -$174K -610 -13%
KCIA
2180
Kingsbury Capital Investment Advisors
Illinois
$1.04M -$7.4K -26 -0.7%
PPWM
2181
Paragon Private Wealth Management
Kentucky
$1.04M +$17.1K +60 +2%
KA
2182
Kercheville Advisors
Texas
$1.04M -$47K -165 -4%
CA
2183
Claro Advisors
Massachusetts
$1.04M
SFM
2184
Spartan Fund Management
Canada
$1.04M
PRWA
2185
Platte River Wealth Advisors
Colorado
$1.04M +$59.8K +210 +6%
CSWG
2186
Cardinal Strategic Wealth Guidance
Kentucky
$1.04M -$78K -274 -7%
ARG
2187
Advisory Resource Group
Oklahoma
$1.04M
CNBT
2188
Cornerstone National Bank & Trust
Illinois
$1.04M -$10.2K -36 -0.9%
CWG
2189
Cornerstone Wealth Group
North Carolina
$1.04M +$198K +696 +22%
GCM
2190
Gibraltar Capital Management
Oklahoma
$1.04M -$3.98K -14 -0.4%
PWA
2191
Physician Wealth Advisors
Utah
$1.04M +$110K +386 +12%
BAAM
2192
Baker Avenue Asset Management
California
$1.03M -$891K -3,130 -45%
OR
2193
Olympiad Research
Connecticut
$1.03M -$1.99K -7 -0.2%
LWMG
2194
Levy Wealth Management Group
Pennsylvania
$1.03M +$17.6K +62 +2%
CJL
2195
Cyrus J. Lawrence
New York
$1.03M
TWM
2196
TMD Wealth Management
Arizona
$1.03M +$3.42K +12 +0.3%
FRA
2197
Front Row Advisors
California
$1.03M +$46.7K +164 +4%
BMC
2198
Benin Management Corp
Connecticut
$1.03M +$28.5K +100 +3%
ACA
2199
Aspire Capital Advisors
Washington
$1.02M +$71.1K +250 +7%
G
2200
GenTrust
Florida
$1.02M -$437K -1,535 -29%

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.