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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
CWM
2551
CarsonAllaria Wealth Management
Illinois
$904K +$22.8K +70 +3%
FP
2552
Financial Perspectives
Minnesota
$903K
WTFG
2553
Wells Trecaso Financial Group
Ohio
$902K +$28.1K +86 +3%
MAM
2554
Marquette Asset Management
Minnesota
$902K
AFG
2555
Arkansas Financial Group
Arkansas
$901K -$545K -1,671 -39%
AM
2556
AGF Management
Ontario, Canada
$900K -$26M -79,728 -97%
ATFA
2557
All Terrain Financial Advisors
Minnesota
$899K
FTC
2558
Farmers Trust Company
Ohio
$895K -$5.55M -16,999 -87%
HAG
2559
HF Advisory Group
Maryland
$894K +$269K +824 +46%
RHAM
2560
Round Hill Asset Management
California
$892K
CCP
2561
Clarkston Capital Partners
Michigan
$891K -$17.9K -55 -2%
IW
2562
Imprint Wealth
South Carolina
$890K +$33K +101 +4%
CPC
2563
Consolidated Planning Corp
Georgia
$889K +$455K +1,393 +115%
BWM
2564
BlackDiamond Wealth Management
New York
$889K +$85.2K +261 +11%
EB
2565
Eastern Bank
Massachusetts
$888K -$22.5K -69 -3%
DWM
2566
Denver Wealth Management
Colorado
$887K +$26.1K +80 +3%
TA
2567
TCM Advisors
West Virginia
$887K
W
2568
Wealthquest
Ohio
$885K +$16.3K +50 +2%
CIA
2569
Cascade Investment Advisors
Oregon
$883K +$9.46K +29 +1%
SCI
2570
Stableford Capital II
Arizona
$882K +$81.9K +251 +11%
WIA
2571
World Investment Advisors
California
$882K -$17.9K -55 -2%
FNBTCON
2572
First National Bank & Trust Co of Newtown
Pennsylvania
$881K
PSCM
2573
Per Stirling Capital Management
Texas
$881K -$54.2K -166 -6%
SSWM
2574
Sheets Smith Wealth Management
North Carolina
$881K +$4.24K +13 +0.5%
LB
2575
Legacy Bridge
Iowa
$879K

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.