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Berkshire Hathaway Class B

3,607 hedge funds and large institutions have $299B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,364 increasing their positions, 1,447 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 89

81% more call options, than puts

Call options by funds: $6.86B | Put options by funds: $3.8B

16% more capital invested

Capital invested by funds: $257B → $299B (+$41.7B)

3% more funds holding in top 10

Funds holding in top 10: 633650 (+17)

2% more funds holding

Funds holding: 3,5533,607 (+54)

1.1% more ownership

Funds ownership: 63.94%65.03% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 1,364 | Existing positions reduced: 1,447

Holders
3,607
Holders Change
+54
Holders Change %
+1.52%
% of All Funds
56.6%
Holding in Top 10
650
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.69%
% of All Funds
10.2%
New
176
Increased
1,364
Reduced
1,447
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B
Name Holding Trade Value Shares
Change
Change in
Stake
IA
2476
IAM Advisory
Pennsylvania
$996K +$3.26K +10 +0.3%
AWAU
2477
Alliance Wealth Advisors (Utah)
Utah
$994K +$66.9K +205 +8%
MCC
2478
Money Concepts Capital
Florida
$993K -$198K -607 -17%
SFS
2479
Security Financial Services
Indiana
$991K +$453K +1,387 +91%
PW
2480
Peninsula Wealth
California
$988K +$63K +193 +7%
FFA
2481
Fi3 Financial Advisors
Indiana
$988K +$78.3K +240 +9%
PSP
2482
Pacific Sage Partners
Washington
$986K -$1.3K -4 -0.1%
EFG
2483
Ethos Financial Group
Pennsylvania
$986K
IF
2484
Integrity Financial
Wyoming
$985K +$326 +1 +0%
MC
2485
Machina Capital
France
$983K -$322K -986 -25%
CWG
2486
Crown Wealth Group
North Carolina
$982K -$302K -926 -24%
BEW
2487
Burton Enright Welch
California
$982K -$5.55K -17 -0.6%
OCM
2488
Objective Capital Management
Ohio
$982K +$21.5K +66 +2%
SFP
2489
Sandbox Financial Partners
Maryland
$980K +$5.55K +17 +0.6%
SAM
2490
Sawgrass Asset Management
Florida
$979K +$388K +1,190 +71%
FMI
2491
F/M Investments
District of Columbia
$979K
HSWM
2492
Hubbell Strickland Wealth Management
Louisiana
$978K +$54.5K +167 +6%
CWA
2493
Cornerstone Wealth Advisors
Minnesota
$977K -$48.6K -149 -5%
CMP
2494
Courage Miller Partners
Virginia
$976K -$2.61K -8 -0.3%
MWP
2495
Madison Wealth Partners
Wisconsin
$975K -$4.9K -15 -0.5%
CF
2496
Copperwynd Financial
Arizona
$972K
CHJWM
2497
Carlton Hofferkamp & Jenks Wealth Management
Texas
$971K -$65.3K -200 -7%
RG
2498
Renaissance Group
Kentucky
$970K -$64.3K -197 -6%
CA
2499
CGN Advisors
Kansas
$969K -$49.9K -153 -5%
PPW
2500
Pasadena Private Wealth
California
$969K

BRK.B Hedge Fund Activity: Q2 2023 in Review

3,607 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2023, worth a combined $299B — up 16% from $257B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new BRK.B positions and 89 closed out — a net gain of 87 holders — while 1,364 added to existing stakes and 1,447 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.78B. The largest seller was Bank of America, cutting an estimated $559M.

  • 3,607 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2023, up from 3,553 in Q1 2023.
  • Funds reported $299B of Berkshire Hathaway Class B stock for Q2 2023, up 16% quarter-over-quarter.
  • 176 funds opened new Berkshire Hathaway Class B positions in Q2 2023 and 89 closed out, a net change of +87 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2023 was Gates Foundation Trust, an estimated $1.78B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2023 was Bank of America, an estimated $559M sold.

Based on aggregated 13F filings for Q2 2023.