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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
IFAM
2501
Institutional & Family Asset Management
Colorado
$965K -$2.29K -7 -0.2%
PCIG
2502
Partners Capital Investment Group
Massachusetts
$965K +$924K +2,831 New
ALAM
2503
Asahi Life Asset Management
Japan
$965K -$424K -1,300 -31%
CFD
2504
Creative Financial Designs
Indiana
$965K +$23.5K +72 +3%
NFP
2505
Narus Financial Partners
Utah
$964K -$24.2K -74 -3%
KIA
2506
KLR Investment Advisors
Rhode Island
$964K +$34.6K +106 +4%
MIFH
2507
Migdal Insurance & Financial Holdings
Israel
$963K -$5.88K -18 -0.6%
FB
2508
First Bancorp
Maine
$963K -$8.16K -25 -0.9%
AIA
2509
Allied Investment Advisors
Montana
$962K -$2.94K -9 -0.3%
CSIA
2510
Carl Stuart Investment Advisor
Texas
$961K
SWP
2511
ShoreHaven Wealth Partners
New Jersey
$959K
EA
2512
Ergawealth Advisors
Illinois
$959K -$74.7K -229 -8%
JLBC
2513
J.L. Bainbridge & Co
Florida
$959K
LFA
2514
Legend Financial Advisors
Pennsylvania
$953K +$7.18K +22 +0.8%
EI
2515
Ellevest Inc
New York
$953K +$220K +675 +32%
ACA
2516
Affinity Capital Advisors
California
$946K -$20.6K -63 -2%
ODIJL
2517
One Day In July LLC
Vermont
$946K +$6.53K +20 +0.7%
FC
2518
Fulcrum Capital
Washington
$945K -$40.8K -125 -4%
RRCM
2519
Rappaport Reiches Capital Management
Illinois
$943K -$163K -500 -15%
SG
2520
Strid Group
Pennsylvania
$943K
SIM
2521
SSI Investment Management
California
$942K -$157K -480 -15%
OLA
2522
Oliver Luxxe Assets
New Jersey
$939K -$24.5K -75 -3%
HFS
2523
Heritage Financial Services
Massachusetts
$938K
PSP
2524
Principal Street Partners
Tennessee
$938K
SWMP
2525
Signature Wealth Management Partners
New Jersey
$936K +$151K +464 +20%

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.