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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
SIM
2351
Sadoff Investment Management
Wisconsin
$830K -$175K -615 -17%
KBG
2352
Kahn Brothers Group
New York
$830K -$12.2K -43 -1%
SFG
2353
Summit Financial Group
West Virginia
$828K
AF
2354
Affiance Financial
Minnesota
$828K +$4.55K +16 +0.5%
GPA
2355
Guerra Pan Advisors
New Jersey
$827K
MAM
2356
McLean Asset Management
Virginia
$826K +$9.39K +33 +1%
FUBT
2357
First United Bank & Trust
Maryland
$825K
GPA
2358
Garrison Point Advisors
California
$825K
BONST
2359
Bank of Nova Scotia Trust
Ontario, Canada
$823K -$56.3K -198 -6%
TC
2360
Tacita Capital
Ontario, Canada
$819K
CCM
2361
Campbell Capital Management
Florida
$818K
IFO
2362
Independent Family Office
New York
$817K -$122K -429 -12%
RGF
2363
Retirement Guys Formula
Ohio
$817K +$143K +503 +20%
BAM
2364
Boyar Asset Management
New York
$817K +$386K +1,357 +80%
SSWM
2365
Sheets Smith Wealth Management
North Carolina
$816K -$250K -878 -22%
DC
2366
DeDora Capital
California
$816K +$39.8K +140 +5%
NF
2367
Norwood Financial
Pennsylvania
$814K +$18.5K +65 +2%
BVLP
2368
Bailey Value Limited Partnership
Massachusetts
$813K
GSAM
2369
Grant Street Asset Management
Pennsylvania
$813K
HCM
2370
HM Capital Management
Missouri
$813K
SA
2371
Sunesis Advisors
Kansas
$813K
BMC
2372
Beaton Management Company
Massachusetts
$813K +$22.8K +80 +3%
WFAG
2373
Wescott Financial Advisory Group
Pennsylvania
$811K +$61.5K +216 +8%
THWM
2374
Taylor Hoffman Wealth Management
Virginia
$810K
RCM
2375
RNC Capital Management
California
$810K +$51.8K +182 +6%

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.