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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
HWM
2401
Hemington Wealth Management
Virginia
$778K +$78K +274 +10%
BP
2402
BCK Partners
New York
$777K
MCC
2403
Money Concepts Capital
Florida
$776K +$131K +461 +19%
AWM
2404
Aprio Wealth Management
Georgia
$775K +$73.7K +259 +10%
RWB
2405
RMR Wealth Builders
New Jersey
$772K -$12K -42 -1%
SFP
2406
Sterling Financial Planning
New Jersey
$771K -$2.56K -9 -0.3%
ACA
2407
Affinity Capital Advisors
California
$771K +$28.5K +100 +4%
CRWM
2408
Castle Rock Wealth Management
California
$771K +$77.7K +273 +10%
ERWM
2409
Elk River Wealth Management
Colorado
$770K -$11.7K -41 -1%
FW
2410
FirstPurpose Wealth
Utah
$767K +$37.6K +132 +5%
GCAC
2411
Guardian Capital Advisors (Canada)
Ontario, Canada
$762K -$360K -1,266 -30%
JF
2412
Jump Financial
Illinois
$762K -$251K -882 -24%
CMP
2413
Courage Miller Partners
Virginia
$762K
HSWM
2414
Hubbell Strickland Wealth Management
Louisiana
$761K
WWMSC
2415
Wagner Wealth Management (South Carolina)
South Carolina
$759K -$19.1K -67 -2%
MIFH
2416
Migdal Insurance & Financial Holdings
Israel
$759K +$804K +2,825 +15,694%
CFA
2417
CWS Financial Advisors
Michigan
$757K
SCI
2418
Stableford Capital II
Arizona
$755K -$21.3K -75 -3%
WLIM
2419
White Lighthouse Investment Management
Massachusetts
$754K
OPWM
2420
Oakwell Private Wealth Management
Texas
$753K -$4.84K -17 -0.6%
RHAM
2421
Round Hill Asset Management
California
$752K
SWP
2422
ShoreHaven Wealth Partners
New Jersey
$752K
IFAM
2423
Institutional & Family Asset Management
Colorado
$749K +$29.6K +104 +4%
PPW
2424
Pasadena Private Wealth
California
$746K +$5.69K +20 +0.7%
LNWTC
2425
Laird Norton Wetherby Trust Company
Washington
$745K -$435K -1,527 -35%

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.