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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
SSC
2576
Syverson Strege & Co
Iowa
$878K -$25.8K -79 -3%
NJBEST
2577
New Jersey Better Educational Savings Trust
New Jersey
$877K
FCB
2578
First County Bank
Connecticut
$874K +$90.1K +276 +12%
WF
2579
Wayfinding Financial
Washington
$873K +$15.3K +47 +2%
MCM
2580
Marsico Capital Management
Colorado
$872K
EIG
2581
Ellenbecker Investment Group
Wisconsin
$869K +$48.6K +149 +6%
IAG
2582
Investmark Advisory Group
Connecticut
$868K
RIG
2583
RiverFront Investment Group
Virginia
$865K -$3.2M -9,818 -79%
MFGM
2584
Marshall Financial Group (Maryland)
Maryland
$864K -$10.4K -32 -1%
FPF
2585
First Pacific Financial
Washington
$864K
OPPS
2586
Obsidian Personal Planning Solutions
Maryland
$864K +$121K +370 +17%
GPA
2587
Garrison Point Advisors
California
$860K -$184K -565 -18%
MTIC
2588
Missouri Trust & Investment Company
Missouri
$859K +$79K +242 +11%
RWA
2589
Redmont Wealth Advisors
Illinois
$858K +$231K +707 +39%
RCG
2590
Rock Creek Group
District of Columbia
$857K -$29K -89 -3%
KWM
2591
Kolinsky Wealth Management
New Jersey
$854K +$25.8K +79 +3%
MWM
2592
Mascoma Wealth Management
New Hampshire
$852K -$276K -847 -27%
TA
2593
Trellis Advisors
Washington
$852K -$2.29K -7 -0.3%
CT
2594
Columbia Trust
Oregon
$848K -$30.4K -93 -4%
JCM
2595
Jacobsen Capital Management
Utah
$844K +$86.5K +265 +12%
BC
2596
Belmont Capital
California
$842K +$22.2K +68 +3%
SFP
2597
Shepherd Financial Partners
Massachusetts
$841K +$131K +400 +19%
KLCM
2598
KG&L Capital Management
Louisiana
$841K -$6.53K -20 -0.8%
MPW
2599
MGO Private Wealth
California
$840K -$32.6K -100 -4%
DP
2600
Denver PWM
Colorado
$839K -$2.29K -7 -0.3%

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.