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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
MSCM
2526
McElhenny Sheffield Capital Management
Texas
$936K -$89.1K -273 -9%
MFG
2527
Midwest Financial Group
Kansas
$935K -$91.1K -279 -9%
CIG
2528
Cairn Investment Group
Washington
$930K
SEIA
2529
Signature Estate & Investment Advisors
California
$928K +$72.1K +221 +9%
MIM
2530
Marco Investment Management
Georgia
$926K +$9.79K +30 +1%
CFA
2531
CWS Financial Advisors
Michigan
$924K -$28.1K -86 -3%
OPWM
2532
Oakwell Private Wealth Management
Texas
$923K
FBT
2533
First Bank & Trust
South Dakota
$921K -$96.3K -295 -10%
WF
2534
Warner Financial
Maryland
$921K +$48.6K +149 +6%
TFF
2535
The Family Firm
Maryland
$920K +$126K +386 +1%
WWMSC
2536
Wagner Wealth Management (South Carolina)
South Carolina
$919K +$18.3K +56 +2%
RP
2537
Rowlandmiller & Partners
Georgia
$917K +$71.8K +220 +9%
ACA
2538
Ackerman Capital Advisors
Texas
$917K
MAA
2539
Matrix Asset Advisors
New York
$915K -$3.26K -10 -0.4%
ERWM
2540
Elk River Wealth Management
Colorado
$915K
OWA
2541
One Wealth Advisors
California
$914K -$26.8K -82 -3%
TIM
2542
Triad Investment Management
California
$911K
DCM
2543
Deuterium Capital Management
Florida
$911K +$872K +2,673 New
FMP
2544
Financial Management Professionals
Texas
$911K +$8.16K +25 +0.9%
SWM
2545
SeaCrest Wealth Management
New York
$910K -$20.2K -62 -2%
MAM
2546
McLean Asset Management
Virginia
$909K -$653 -2 -0.1%
AAM
2547
Augustine Asset Management
Florida
$908K +$484K +1,483 +126%
KCM
2548
Kornitzer Capital Management
Kansas
$906K +$47.3K +145 +6%
DC
2549
Diametric Capital
Massachusetts
$906K +$867K +2,656 New
WMC
2550
Westwood Management Corporation
Illinois
$904K

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.