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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
LODC
2251
Lanham O'Dell & Company
West Virginia
$942K +$33K +116 +3%
FNB
2252
Farmers National Bank
Kentucky
$942K -$12.8K -45 -1%
WIA
2253
World Investment Advisors
California
$941K -$57.8K -203 -5%
EI
2254
Ethic Inc
New York
$940K +$139K +490 +16%
FCT
2255
First Community Trust
Iowa
$939K -$190K -666 -16%
MCM
2256
MV Capital Management
Maryland
$937K +$55.8K +196 +6%
SHGA
2257
Sand Hill Global Advisors
California
$935K -$62.9K -221 -6%
CFP
2258
Cypress Financial Planning
New Jersey
$935K +$569 +2 +0.1%
TCWM
2259
Total Clarity Wealth Management
Illinois
$935K +$6.54K +23 +0.7%
AWM
2260
AllSquare Wealth Management
New York
$933K
OWA
2261
One Wealth Advisors
California
$931K +$304K +1,068 +44%
SMI
2262
Shelter Mutual Insurance
Missouri
$928K
TWM
2263
TriaGen Wealth Management
California
$928K
KWM
2264
Keebeck Wealth Management
Illinois
$927K -$41.3K -145 -4%
CAL
2265
Capital Analysts LLC
Pennsylvania
$927K +$40.7K +143 +4%
SAM
2266
S.A. Mason
Michigan
$923K -$17.9K -63 -2%
LK
2267
Lumbard & Kellner
New Hampshire
$923K +$11.1K +39 +1%
AIM
2268
Athena Investment Management
California
$922K +$8.54K +30 +0.9%
BCP
2269
Blue Chip Partners
Michigan
$921K -$87.6K -308 -8%
SWM
2270
Silverlake Wealth Management
Vermont
$921K
FEM
2271
Fulcrum Equity Management
Texas
$919K +$1.42K +5 +0.1%
DI
2272
DFPG Investments
Utah
$918K +$854 +3 +0.1%
BOM
2273
Bank of Marin
California
$917K -$106K -373 -10%
AT
2274
Arden Trust
Delaware
$913K -$36.1K -127 -4%
GA
2275
Greenspring Advisors
Maryland
$912K -$14.2K -50 -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.