We are live on ! Find out more
BRK.B icon

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
BCP
2726
Blackhawk Capital Partners
Wisconsin
$702K -$1.53M -4,691 -69%
RLIM
2727
Red Lighthouse Investment Management
New York
$702K
VP
2728
Verum Partners
North Carolina
$702K +$368K +1,128 +121%
SWM
2729
Sendero Wealth Management
Texas
$701K +$671K +2,055 New
MA
2730
MBA Advisors
Pennsylvania
$700K +$75.7K +232 +13%
AIP
2731
Almanack Investment Partners
Pennsylvania
$700K +$253K +775 +61%
CC
2732
Callan Capital
California
$700K -$505K -1,546 -43%
IA
2733
Inspire Advisors
Idaho
$699K +$4.24K +13 +0.6%
APW
2734
Austin Private Wealth
Texas
$699K +$40.5K +124 +6%
T
2735
TRUADVICE
Florida
$698K +$83.9K +257 +15%
FFM
2736
Forum Financial Management
Illinois
$697K +$1.96K +6 +0.3%
MC
2737
Mayar Capital
United Kingdom
$695K
CAAM
2738
Cornerstone Advisors Asset Management
Pennsylvania
$695K +$54.8K +168 +9%
OAJ
2739
Ogorek Anthony Joseph
New York
$694K
WWC
2740
Waypoint Wealth Counsel
Georgia
$693K -$1.63M -4,986 -71%
LFA
2741
LGT Financial Advisors
Texas
$690K +$136K +416 +26%
MCIA
2742
Mountain Capital Investment Advisors
Colorado
$690K +$97.6K +299 +18%
6F
2743
626 Financial
Michigan
$690K -$170K -520 -20%
AFS
2744
Access Financial Services
Minnesota
$690K -$6.53K -20 -1%
MWM
2745
McNaughton Wealth Management
California
$690K +$8.49K +26 +1%
KIC
2746
Kensington Investment Counsel
California
$689K +$659K +2,020 New
Members Trust
2747
Members Trust
Florida
$688K +$659K +2,019 New
FA
2748
Financial Alternatives
California
$688K -$103K -315 -14%
WA
2749
Wealthstream Advisors
New York
$686K +$60.1K +184 +10%
QFA
2750
Quattro Financial Advisors
Texas
$685K

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.