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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
CRI
2326
Colonial River Investments
Virginia
$853K -$36.4K -128 -4%
ODIJL
2327
One Day In July LLC
Vermont
$853K +$31.6K +111 +4%
SDWMA
2328
Schneider Downs Wealth Management Advisors
Pennsylvania
$852K -$93.1K -327 -9%
BI
2329
Bramshill Investments
Florida
$849K -$1.09M -3,844 -55%
HWM
2330
Horizon Wealth Management
Illinois
$849K -$208K -730 -19%
W
2331
WealthOne
New York
$849K -$39K -137 -4%
C
2332
Covestor
United Kingdom
$846K +$393K +1,381 +77%
LF
2333
Lantz Financial
Illinois
$845K -$3.7K -13 -0.4%
JC
2334
JB Capital
Connecticut
$845K -$854 -3 -0.1%
PFWA
2335
Paces Ferry Wealth Advisors
Georgia
$845K -$569 -2 -0.1%
GDP
2336
Great Diamond Partners
Maine
$844K +$1.14K +4 +0.1%
CPWA
2337
Cerro Pacific Wealth Advisors
California
$844K +$6.83K +24 +0.8%
LF
2338
LifeSteps Financial
California
$843K +$28.5K +100 +3%
KCFA
2339
Key Client Fiduciary Advisors
New Jersey
$842K -$2.85K -10 -0.3%
CCM
2340
Colorado Capital Management
Colorado
$842K +$265K +932 +42%
CNB
2341
Camden National Bank
Maine
$840K +$74K +260 +9%
PCMK
2342
Paragon Capital Management (Kansas)
Kansas
$837K
BPFA
2343
Barnes Pettey Financial Advisors
Mississippi
$835K
TFGT
2344
TS Financial Group (TSFG)
Illinois
$834K +$58.6K +206 +7%
TI
2345
tru Independence
Oregon
$833K
NFP
2346
Narus Financial Partners
Utah
$832K -$15.9K -56 -2%
CIM
2347
Chapman Investment Management
California
$832K
E
2348
ETFidea
New York
$831K +$5.12K +18 +0.6%
WDG
2349
Wealth Dimensions Group
Ohio
$831K +$14.2K +50 +2%
KCM
2350
Kathmere Capital Management
Pennsylvania
$830K -$328K -1,151 -27%

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.