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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
CAM
2626
Congress Asset Management
Massachusetts
$800K
KAM
2627
Knightsbridge Asset Management
California
$799K -$765K -2,343 -50%
BP
2628
Broadleaf Partners
Ohio
$798K -$10.1K -31 -1%
VC
2629
Veracity Capital
Georgia
$797K +$61.4K +188 +9%
NLP
2630
Next Level Private
New York
$797K +$763K +2,337 New
CAM
2631
Concorde Asset Management
Michigan
$797K +$494K +1,513 +184%
SSG
2632
Summit Securities Group
New York
$795K -$393K -1,204 -34%
AIA
2633
Alera Investment Advisors
Illinois
$794K
LTAS
2634
Linden Thomas Advisory Services
North Carolina
$794K +$145K +444 +24%
CIM
2635
CIM Investment Management
Pennsylvania
$792K +$1.96K +6 +0.3%
RIP
2636
RAM Investment Partners
Washington
$792K +$140K +428 +23%
EGM
2637
Engineers Gate Manager
New York
$791K +$757K +2,320 New
ACM
2638
Ategra Capital Management
Virginia
$788K
KIC
2639
Keating Investment Counselors
Florida
$787K -$16.3K -50 -2%
SPW
2640
Sonoma Private Wealth
California
$783K -$23.8K -73 -3%
WAS
2641
WESPAC Advisors SoCal
California
$783K
EW
2642
Element Wealth
Mississippi
$783K -$2.61K -8 -0.3%
AWM
2643
Aprio Wealth Management
Georgia
$782K -$82.9K -254 -10%
BSSFA
2644
Baron Silver Stevens Financial Advisors
Florida
$781K -$23.2K -71 -3%
PIP
2645
Peachtree Investment Partners
Florida
$781K +$747K +2,290 New
SAG
2646
Spotlight Asset Group
Illinois
$780K -$18.3K -56 -2%
RCG
2647
Resource Consulting Group
Florida
$780K +$81.6K +250 +12%
SAM
2648
Selway Asset Management
$779K +$165K +505 +28%
VWM
2649
Vigilare Wealth Management
Arizona
$777K -$19.6K -60 -3%
HCA
2650
Heck Capital Advisors
Wisconsin
$775K -$6.2K -19 -0.8%

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.