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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
SHWM
2376
Silicon Hills Wealth Management
Texas
$809K
ITIM
2377
Indiana Trust & Investment Management
Indiana
$808K -$10.5K -37 -1%
PP
2378
Patron Partners
Texas
$806K +$11.4K +40 +1%
CA
2379
Cresta Advisors
Texas
$806K +$859K +3,017 New
CCP
2380
Clarkston Capital Partners
Michigan
$804K -$28.5K -100 -3%
KA
2381
KLCM Advisors
Wisconsin
$803K -$5.69K -20 -0.7%
SSA
2382
South Street Advisors
New York
$796K +$28.5K +100 +3%
VWM
2383
Venturi Wealth Management
Texas
$795K +$54.1K +190 +7%
CWM
2384
Concentrum Wealth Management
California
$795K +$152K +535 +22%
PWAG
2385
Polaris Wealth Advisory Group
California
$792K -$28.5K -100 -3%
FC
2386
Farley Capital
New York
$792K
GSB
2387
Greenfield Savings Bank
Massachusetts
$792K
WDC
2388
Woodward Diversified Capital
California
$791K +$2.28K +8 +0.3%
KTA
2389
Keeley-Teton Advisors
Illinois
$790K
DAM
2390
Doheny Asset Management
California
$788K +$839K +2,950 New
FB
2391
First Bancorp
Maine
$787K -$18.5K -65 -2%
HA
2392
Herold Advisors
New York
$787K +$28.5K +100 +4%
GAG
2393
GM Advisory Group
New York
$786K +$252K +884 +43%
BIP
2394
Blueprint Investment Partners
North Carolina
$783K -$1.16M -4,059 -58%
AGA
2395
Accuvest Global Advisors
Utah
$783K -$125K -440 -13%
EL
2396
Essex LLC
Illinois
$781K
DSC
2397
Duncker Streett & Co
Missouri
$779K -$71.1K -250 -8%
GIP
2398
Greatmark Investment Partners
Georgia
$779K -$2.28K -8 -0.3%
YWS
2399
Yarger Wealth Strategies
Ohio
$779K
CMS
2400
Capital Market Strategies
Florida
$779K +$38.1K +134 +5%

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.