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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
TI
2226
Trigran Investments
Illinois
$975K
TCM
2227
Tandem Capital Management
New Jersey
$973K +$7.11K +25 +0.7%
PG
2228
Proffitt & Goodson
Tennessee
$972K +$9.39K +33 +0.9%
GPFA
2229
Game Plan Financial Advisors
Ohio
$972K +$54.1K +190 +6%
WB
2230
Webster Bank
Connecticut
$971K
SFP
2231
Sweet Financial Partners
Minnesota
$969K +$160K +562 +18%
B
2232
Bridgeworth
Alabama
$968K +$29.9K +105 +3%
SGK
2233
Steigerwald Gordon & Koch
Virginia
$967K -$71.4K -251 -6%
CFO
2234
Colony Family Offices
North Carolina
$964K +$44.1K +155 +4%
SLT
2235
St Louis Trust
Missouri
$962K
HCM
2236
Helios Capital Management
Singapore
$961K
SAF
2237
Smith Anglin Financial
Texas
$960K -$17.1K -60 -2%
VCM
2238
Virtue Capital Management
Tennessee
$960K -$3.42K -12 -0.3%
SAM
2239
Sequent Asset Management
Texas
$959K
SPP
2240
Single Point Partners
Massachusetts
$959K +$622K +2,185 +155%
Fuller & Thaler Asset Management
2241
Fuller & Thaler Asset Management
California
$956K -$356K -1,250 -26%
KCM
2242
Karp Capital Management
California
$954K +$9.11K +32 +0.9%
SWA
2243
Sax Wealth Advisors
New Jersey
$953K +$28.7K +101 +3%
SWM
2244
Scissortail Wealth Management
Oklahoma
$952K +$282K +991 +43%
RVPG
2245
Relative Value Partners Group
$952K +$1.01M +3,566 New
MWM
2246
Mascoma Wealth Management
New Hampshire
$951K -$28.5K -100 -3%
WAOI
2247
Wealth Advisors of Iowa
Iowa
$946K -$1.16M -4,073 -53%
AW
2248
Avion Wealth
Texas
$946K
MA
2249
MKT Advisors
California
$946K +$18.5K +65 +2%
LWP
2250
Legacy Wealth Planning
Nevada
$945K -$9.96K -35 -1%

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.