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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
BIA
2201
Biondo Investment Advisors
Pennsylvania
$1.02M
RWI
2202
Red Wave Investments
Pennsylvania
$1.02M -$5.69K -20 -0.5%
PA
2203
Parkside Advisors
California
$1.02M
QPW
2204
Quantum Private Wealth
Florida
$1.02M
KL
2205
KilterHowling LLC
Colorado
$1.02M -$13.1K -46 -1%
SHJ
2206
Sharkey, Howes & Javer
Colorado
$1.01M -$50.1K -176 -4%
SOAMC
2207
Spirit of America Management Corp
New York
$1.01M
PG
2208
Prostatis Group
Maryland
$1.01M +$1.07M +3,764 New
PWMG
2209
Prestige Wealth Management Group
New Jersey
$1M -$5.98K -21 -0.6%
AWM
2210
Aries Wealth Management
Maine
$1M +$7.4K +26 +0.8%
AMG
2211
Advisors Management Group
Wisconsin
$1M +$35.6K +125 +3%
KFI
2212
Key Financial Inc
Pennsylvania
$1M +$228K +800 +27%
GSC
2213
G&S Capital
Colorado
$998K
BDF
2214
Black Diamond Financial
Maryland
$993K +$21.3K +75 +2%
JVBC
2215
J.V. Bruni & Co
Colorado
$991K -$33K -116 -3%
AWA
2216
Amplius Wealth Advisors
Pennsylvania
$991K +$309K +1,087 +41%
ODG
2217
O'Dell Group
Ohio
$988K -$28.5K -100 -3%
CCM
2218
Community Capital Management
Florida
$988K
SIA
2219
SkyView Investment Advisors
New Jersey
$986K -$15.4K -54 -1%
BA
2220
Bard Associates
Illinois
$984K
Pacer Advisors
2221
Pacer Advisors
Pennsylvania
$983K -$14.2M -49,790 -93%
EB
2222
Eastern Bank
Massachusetts
$983K -$66.9K -235 -6%
RW
2223
RVW Wealth
California
$976K -$1.42K -5 -0.1%
EFM
2224
E Fund Management
China
$976K +$17.6K +62 +2%
DA
2225
Denali Advisors
California
$975K -$171K -600 -14%

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.