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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
AFG
2451
Alterity Financial Group
Maine
$716K +$14.2K +50 +2%
HIG
2452
Heritage Investment Group
Florida
$716K +$114K +400 +18%
IC
2453
Inscription Capital
Texas
$715K -$2.49M -8,742 -77%
MWP
2454
Madison Wealth Partners
Wisconsin
$715K +$29K +102 +4%
SIG
2455
Spinnaker Investment Group
California
$715K +$136K +477 +22%
EWP
2456
Engrave Wealth Partners
Texas
$714K +$45.5K +160 +6%
D
2457
Diversified
Delaware
$712K +$758K +2,665 New
CF
2458
Copperwynd Financial
Arizona
$708K -$1.85M -6,501 -71%
WMC
2459
Westwood Management Corporation
Illinois
$708K
CS
2460
Capital Square
Tennessee
$707K
CC
2461
Cornerstone Capital
California
$707K +$29.9K +105 +4%
MAM
2462
Marquette Asset Management
Minnesota
$706K
SSCA
2463
South Shore Capital Advisors
Massachusetts
$705K
ATFA
2464
All Terrain Financial Advisors
Minnesota
$705K +$28.5K +100 +4%
FP
2465
Financial Perspectives
Minnesota
$704K
SCM
2466
Stevens Capital Management
Pennsylvania
$704K -$813K -2,858 -52%
6F
2467
626 Financial
Michigan
$703K -$35.9K -126 -5%
BCM
2468
Boltwood Capital Management
California
$703K -$8.54K -30 -1%
MFGM
2469
Marshall Financial Group (Maryland)
Maryland
$701K -$854 -3 -0.1%
OHWP
2470
Oak Harbor Wealth Partners
North Carolina
$700K
SFG
2471
Sovereign Financial Group
Connecticut
$697K -$38.4K -135 -5%
TIM
2472
Triad Investment Management
California
$696K
IA
2473
Integrity Advisory
Kansas
$695K
BEW
2474
Burton Enright Welch
California
$693K -$19.9K -70 -3%
C
2475
Certuity
Florida
$691K -$213K -747 -22%

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.