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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
OLVIG
2676
Oliver Lagore Vanvalin Investment Group
Michigan
$750K +$46K +141 +7%
CAL
2677
Capital Advisors Ltd
Ohio
$749K +$153K +470 +27%
BBNB
2678
Baker Boyer National Bank
Washington
$748K -$359K -1,099 -33%
SW
2679
StrongBox Wealth
Missouri
$747K -$355K -1,089 -33%
TFO
2680
Tarbox Family Office
California
$746K +$32.6K +100 +5%
WFA
2681
Wellspring Financial Advisors
Ohio
$743K
HS
2682
Horan Securities
United States
$742K +$41.8K +128 +6%
SOW
2683
State of Wyoming
Wyoming
$741K -$23.2K -71 -3%
BIA
2684
Bigelow Investment Advisors
Maine
$741K -$3.26K -10 -0.5%
PFG
2685
PAX Financial Group
Texas
$738K -$13.7K -42 -2%
BFA
2686
Beacon Financial Advisory
Ohio
$737K +$133K +406 +23%
IF
2687
IRON Financial
Illinois
$737K +$40.1K +123 +6%
SWM
2688
Sugarloaf Wealth Management
Georgia
$737K +$65.3K +200 +10%
AWM
2689
Accel Wealth Management
Iowa
$737K +$329K +1,009 +88%
SB
2690
Sunflower Bank
Texas
$735K -$63.3K -194 -8%
SAM
2691
Secure Asset Management
Michigan
$734K -$6.85K -21 -1%
SL
2692
Salomon & Ludwin
Virginia
$733K -$1.3K -4 -0.2%
SC
2693
Schoolcraft Capital
Colorado
$733K
CBOR
2694
Community Bank of Raymore
Missouri
$733K +$219K +670 +45%
TF
2695
TLWM Financial
Texas
$732K -$6.2K -19 -0.9%
VIM
2696
Vista Investment Management
Pennsylvania
$731K -$4.9K -15 -0.7%
CWP
2697
Curated Wealth Partners
California
$728K -$21.2K -65 -3%
ECM
2698
Estabrook Capital Management
New York
$726K
RB
2699
Rodgers Brothers
Pennsylvania
$726K +$68.9K +211 +11%
HNWAG
2700
High Net Worth Advisory Group
Florida
$726K -$63.3K -194 -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.