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Berkshire Hathaway Class B
BRK.B

3,550 hedge funds and large institutions have $257B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 1,371 increasing their positions, 1,400 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 96

45% more call options, than puts

Call options by funds: $5.39B | Put options by funds: $3.71B

0% less funds holding

Funds holding: 3,565 → 3,550 (-15)

0.8% less ownership

Funds ownership: 64.71% → 63.91% (-0.8%)

2% less repeat investments, than reductions

Existing positions increased: 1,371 | Existing positions reduced: 1,400

7% less capital invested

Capital invested by funds: $275B → $257B (-$18.4B)

9% less funds holding in top 10

Funds holding in top 10: 695 → 632 (-63)

Holders
3,550
Holders Change
-15
Holders Change %
-0.42%
% of All Funds
56.57%
Holding in Top 10
632
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-9.06%
% of All Funds
10.07%
New
160
Increased
1,371
Reduced
1,400
Closed
96
Calls
$5.39B
Puts
$3.71B
Net Calls
+$1.69B
Net Calls Change
-$52.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$618M
3
Bank of America
Bank of America
North Carolina
+$365M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$335M
5
Goldman Sachs
Goldman Sachs
New York
+$247M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.54B
2
State Street
State Street
Massachusetts
-$1.22B
3
GQG Partners
GQG Partners
Florida
-$686M
4
Barclays
Barclays
United Kingdom
-$624M
5
BlackRock
BlackRock
New York
-$301M
Name Holding Trade Value Shares
Change 		Change in
Stake
URS
251
Utah Retirement Systems
Utah
$79.8M +$216K +700 +0.3%
Mirae Asset Global Investments
252
Mirae Asset Global Investments
South Korea
$79.7M +$5.8M +18,817 +8%
MOACM
253
Mutual of America Capital Management
New York
$79.6M +$133K +430 +0.2%
TH
254
TCTC Holdings
Texas
$79.4M +$92.8K +301 +0.1%
ICG
255
InterOcean Capital Group
Tennessee
$79.2M +$3.2M +10,387 +4%
CVM
256
Cheviot Value Management
California
$79M +$1.74M +5,650 +2%
NYLIM
257
New York Life Investment Management
New York
$78.5M +$196K +636 +0.3%
WJWM
258
Williams Jones Wealth Management
New York
$78.3M -$338K -1,097 -0.4%
BFS
259
Bradley Foster & Sargent
Connecticut
$78.3M -$54.9K -178 -0.1%
MAM
260
Madison Asset Management
Wisconsin
$78M -$1.27M -4,108 -2%
GT
261
Glenmede Trust
Pennsylvania
$77.5M -$3.33M -10,810 -4%
BIM
262
Bridges Investment Management
Nebraska
$76.3M -$4.81M -15,612 -6%
BHIA
263
Birch Hill Investment Advisors
Massachusetts
$75.8M -$3.5M -11,366 -4%
Janus Henderson Group
264
Janus Henderson Group
United Kingdom
$75.8M -$61.6M -199,886 -45%
TAM
265
Tocqueville Asset Management
New York
$75.2M -$1.2M -3,909 -2%
HI
266
Hendershot Investments
Virginia
$75.2M -$188K -610 -0.2%
WHG
267
Westwood Holdings Group
Texas
$75.1M -$1.35M -4,389 -2%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$74.7M +$2.9M +9,401 +4%
SBH
269
Segall Bryant & Hamill
Illinois
$74M +$459K +1,490 +0.6%
Thrivent Financial for Lutherans
270
Thrivent Financial for Lutherans
Minnesota
$73.8M +$472K +1,530 +0.6%
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$72.7M +$1.15M +3,720 +2%
PMG
272
Private Management Group
California
$72.6M -$119K -387 -0.2%
SAIG
273
Semper Augustus Investments Group
Colorado
$72M +$1.28M +4,156 +2%
II
274
IFM Investors
Australia
$72M +$2.36M +7,672 +3%
Allianz Asset Management
275
Allianz Asset Management
Germany
$71.9M -$40.7M -132,147 -36%
9 10
11
12 13

BRK.B Hedge Fund Activity: Q1 2023 in Review

3,550 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2023, worth a combined $257B — down 6.7% from $275B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new BRK.B positions and 96 closed out — a net gain of 64 holders — while 1,371 added to existing stakes and 1,400 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.4B. The largest seller was Gates Foundation Trust, cutting an estimated $1.54B.

  • 3,550 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2023, down from 3,565 in Q4 2022.
  • Funds reported $257B of Berkshire Hathaway Class B stock for Q1 2023, down 6.7% quarter-over-quarter.
  • 160 funds opened new Berkshire Hathaway Class B positions in Q1 2023 and 96 closed out, a net change of +64 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2023 was Vanguard Group, an estimated $1.4B added.
  • The largest Berkshire Hathaway Class B seller in Q1 2023 was Gates Foundation Trust, an estimated $1.54B sold.

Based on aggregated 13F filings for Q1 2023.