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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
FIM
2301
Fernwood Investment Management
Massachusetts
$893K +$8.54K +30 +0.9%
RA
2302
Rise Advisors
New York
$893K +$87.4K +307 +10%
CG
2303
CFO4Life Group
Texas
$891K +$18.2K +64 +2%
9WM
2304
9258 Wealth Management
Ohio
$888K +$56.9K +200 +6%
AWA
2305
Acorn Wealth Advisors
Michigan
$887K +$6.54K +23 +0.7%
MAC
2306
Mason & Associates (California)
California
$887K +$37.3K +131 +4%
FBT
2307
First Bank & Trust
South Dakota
$885K +$14.8K +52 +2%
LCM
2308
Liberty Capital Management
Michigan
$883K
IWA
2309
Inspirion Wealth Advisors
Illinois
$883K +$5.12K +18 +0.5%
HSG
2310
Helen Stephens Group
Texas
$881K
RP
2311
Riverbridge Partners
Minnesota
$881K
CWA
2312
Cornerstone Wealth Advisors
Minnesota
$880K
KPWG
2313
KFA Private Wealth Group
Virginia
$880K +$27.6K +97 +3%
MJP
2314
Michael J. Puzo
$879K +$85.4K +300 +10%
NCM
2315
Northwest Capital Management
Oregon
$877K +$168K +590 +22%
BWIA
2316
Bryant Woods Investment Advisors
New York
$873K +$8.54K +30 +0.9%
HP
2317
HT Partners
Connecticut
$872K -$36.7K -129 -4%
RRCM
2318
Rappaport Reiches Capital Management
Illinois
$872K -$126K -444 -12%
CMI
2319
Clare Market Investments
Texas
$867K +$642K +2,256 +228%
IA
2320
IFG Advisors
Missouri
$865K +$1.42K +5 +0.2%
FC
2321
Financial Consulate
Maryland
$864K
IFA
2322
Index Fund Advisors
California
$864K +$16.5K +58 +2%
ACM
2323
Adalta Capital Management
New York
$862K +$534K +1,875 +139%
HGWM
2324
Horst & Graben Wealth Management
Oregon
$857K +$35.6K +125 +4%
CHJWM
2325
Carlton Hofferkamp & Jenks Wealth Management
Texas
$855K

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.