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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
BC
2426
Barrett & Company
Rhode Island
$743K +$224K +788 New
JLBC
2427
J.L. Bainbridge & Co
Florida
$743K -$3.13K -11 -0.4%
PWM
2428
Peterson Wealth Management
Nevada
$743K +$106K +371 +15%
MPW
2429
MGO Private Wealth
California
$743K +$792K +2,782 New
HFS
2430
Heritage Financial Services
Massachusetts
$742K -$448K -1,575 -36%
IA
2431
IAM Advisory
Pennsylvania
$742K +$147K +515 +23%
LRWA
2432
Long Run Wealth Advisors
New York
$741K -$19.4K -68 -2%
WFM
2433
Wolff Financial Management
Michigan
$741K
AIA
2434
Allied Investment Advisors
Montana
$740K -$21.9K -77 -3%
SFP
2435
Sandbox Financial Partners
Maryland
$739K +$97.3K +342 +14%
SG
2436
Strid Group
Pennsylvania
$738K
ONST
2437
Old North State Trust
North Carolina
$736K +$783K +2,752 +91,733%
IWN
2438
Independent Wealth Network
Iowa
$735K -$12K -42 -2%
EBA
2439
Eagle Bay Advisors
New York
$732K -$1.14K -4 -0.1%
BCM
2440
Bienville Capital Management
New York
$731K
DFA
2441
DHJJ Financial Advisors
Illinois
$730K -$2.85K -10 -0.4%
LTI
2442
Laffer Tengler Investments
Tennessee
$730K +$112K +392 +17%
SWM
2443
SeaCrest Wealth Management
New York
$729K +$56.9K +200 +8%
TFF
2444
The Family Firm
Maryland
$729K +$243K +853 +3%
MAA
2445
Matrix Asset Advisors
New York
$728K +$6.26K +22 +0.8%
GFPC
2446
Global Financial Private Client
Florida
$727K -$6.83K -24 -0.9%
MHWM
2447
Montz Harcus Wealth Management
Louisiana
$717K
MIM
2448
Marco Investment Management
Georgia
$717K +$7.68K +27 +1%
ALAM
2449
Asahi Life Asset Management
Japan
$716K -$289K -1,015 -27%
ACA
2450
Ackerman Capital Advisors
Texas
$716K

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.