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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
IAA
2701
Ironsides Asset Advisors
North Carolina
$725K
AWM
2702
Act Wealth Management
Texas
$724K +$107K +328 +18%
OFP
2703
OLIO Financial Planning
Virginia
$724K
BCMLT
2704
Beacon Capital Management LLC (Tennessee)
Tennessee
$723K +$24.8K +76 +4%
MGAM
2705
McGowan Group Asset Management
Texas
$722K
APIM
2706
Agate Pass Investment Management
Washington
$720K +$64.6K +198 +10%
WSCM
2707
Wellington Shields Capital Management
New York
$720K
Marshall Wace
2708
Marshall Wace
United Kingdom
$719K -$16.5M -50,698 -96%
SI
2709
Saxon Interests
Texas
$717K -$2.94K -9 -0.4%
FIC
2710
Family Investment Center
Missouri
$716K +$116K +355 +20%
VPI
2711
Value Partners Investments
Manitoba, Canada
$715K +$10.4K +32 +2%
CWM
2712
Campbell Wealth Management
Virginia
$713K +$19.6K +60 +3%
VBCG
2713
Valley Brook Capital Group
Pennsylvania
$711K -$16.3K -50 -2%
CCP
2714
Cassia Capital Partners
North Carolina
$711K +$105K +322 +18%
SFM
2715
Signet Financial Management
New Jersey
$710K +$326K +1,000 +92%
ACP
2716
Aveo Capital Partners
Colorado
$710K +$11.4K +35 +2%
SPWG
2717
Syntegra Private Wealth Group
Missouri
$708K +$258K +792 +62%
APSI
2718
Asset Planning Services Inc
Louisiana
$708K
Aristotle Capital Management
2719
Aristotle Capital Management
California
$708K
CWA
2720
Centennial Wealth Advisory
Michigan
$708K +$119K +366 +21%
FNA
2721
First National Advisers
Nebraska
$706K +$676K +2,070 New
EWA
2722
ERTS Wealth Advisors
Michigan
$705K +$3.92K +12 +0.6%
NCM
2723
NCM Capital Management
New Jersey
$705K
LIM
2724
Lagoda Investment Management
New York
$704K
DWM
2725
Defined Wealth Management
Oregon
$703K +$216K +663 +47%

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.