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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
3F
2601
360 Financial
Minnesota
$839K
RRA
2602
Round Rock Advisors
Connecticut
$835K -$979 -3 -0.1%
ST
2603
Somerset Trust
Pennsylvania
$833K
HFBOT
2604
Home Federal Bank of Tennessee
Tennessee
$831K
WDG
2605
Wealth Dimensions Group
Ohio
$828K +$140K +428 +21%
CBT
2606
CoreFirst Bank & Trust
Kansas
$827K -$96.3K -295 -11%
RSA
2607
River Street Advisors
Illinois
$826K
SHFA
2608
SC&H Financial Advisors
Maryland
$825K -$1.3K -4 -0.2%
OHWP
2609
Oak Harbor Wealth Partners
North Carolina
$824K
GFG
2610
Greystone Financial Group
Michigan
$823K -$119K -366 -13%
RAM
2611
Riggs Asset Management
Pennsylvania
$821K
FCAG
2612
First Capital Advisors Group
New Jersey
$820K +$37.9K +116 +5%
RF
2613
Rollins Financial
Georgia
$820K +$70.5K +216 +10%
CCM
2614
Crew Capital Management
Ohio
$819K -$10.8K -33 -1%
WDC
2615
Woodward Diversified Capital
California
$817K -$86.8K -266 -10%
WJA
2616
Willis Johnson & Associates
Texas
$814K +$20.2K +62 +3%
HFW
2617
Horizon Family Wealth
Illinois
$813K +$20.9K +64 +3%
GG
2618
Gleason Group
Kentucky
$812K -$46.7K -143 -6%
SFP
2619
Sterling Financial Planning
New Jersey
$812K +$24.2K +74 +3%
AAM
2620
Alphadyne Asset Management
New York
$810K +$775K +2,375 New
LRWA
2621
Long Run Wealth Advisors
New York
$808K -$4.57K -14 -0.6%
CISOA
2622
Capital Investment Services of America
Wisconsin
$808K +$79.6K +244 +11%
CAG
2623
Compass Advisory Group
New York
$808K
COCM
2624
Charter Oak Capital Management
New Hampshire
$806K
OBWG
2625
Onyx Bridge Wealth Group
New York
$806K +$147K +451 +24%

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.