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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
MVIP
251
Mar Vista Investment Partners
California
$90.7M -$2.55M -7,821 -3%
ICG
252
InterOcean Capital Group
Tennessee
$90M +$2.43M +7,432 +3%
SEI Investments
253
SEI Investments
Pennsylvania
$89.3M +$14.2M +43,531 +20%
CVM
254
Cheviot Value Management
California
$89.3M +$1.93M +5,910 +2%
FMI
255
Factory Mutual Insurance
Massachusetts
$89M
TF
256
TIAA FSB
Florida
$88.6M -$89.1K -273 -0.1%
QPBE
257
Quintet Private Bank (Europe)
Luxembourg
$88.5M +$84.4M +258,686 New
TH
258
TCTC Holdings
Texas
$87.7M +$43.1K +132 +0.1%
MOACM
259
Mutual of America Capital Management
New York
$87.5M -$419K -1,283 -0.5%
Janus Henderson Group
260
Janus Henderson Group
$87M +$3.07M +9,405 +4%
WJWM
261
Williams Jones Wealth Management
New York
$86.5M -$11.4K -35 -0%
Mirae Asset Global Investments
262
Mirae Asset Global Investments
South Korea
$86M -$1.95M -5,968 -2%
NYLIM
263
New York Life Investment Management
New York
$85.8M -$786K -2,407 -0.9%
URS
264
Utah Retirement Systems
Utah
$85.8M -$2.3M -7,061 -3%
MAM
265
Madison Asset Management
Wisconsin
$85.5M -$575K -1,761 -0.7%
BIM
266
Bridges Investment Management
Nebraska
$85.3M +$986K +3,021 +1%
PI
267
Putnam Investments
Massachusetts
$85.3M -$5.36M -16,435 -6%
Squarepoint
268
Squarepoint
New York
$85.1M +$42.6M +130,657 +110%
Walleye Trading
269
Walleye Trading
New York
$84.8M -$13M -39,680 -14%
II
270
IFM Investors
Australia
$84M +$4.34M +13,309 +6%
LODC
271
Lanham O'Dell & Company
West Virginia
$83.7M +$30.8M +94,471 +63%
BPA
272
Beacon Pointe Advisors
California
$83M -$17.5M -53,553 -18%
HI
273
Hendershot Investments
Virginia
$82.9M -$157K -482 -0.2%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$82.7M +$162K +497 +0.2%
TAM
275
Tocqueville Asset Management
New York
$82.5M -$605K -1,853 -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.