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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
CG
2751
Corundum Group
Colorado
$685K -$564K -1,729 -46%
UIA
2752
Ulland Investment Advisors
Minnesota
$685K +$39.2K +120 +6%
AIA
2753
Affinity Investment Advisors
California
$683K
GWM
2754
Greenhouse Wealth Management
Connecticut
$683K +$1.63K +5 +0.3%
GCL
2755
Gouws Capital LLC
North Carolina
$682K
SC
2756
Skylands Capital
Wisconsin
$682K
GS
2757
GTS Securities
Florida
$681K +$652K +1,997 New
AHC
2758
Anderson Hoagland & Co
Missouri
$680K -$5.22K -16 -0.8%
THWM
2759
Taylor Hoffman Wealth Management
Virginia
$679K
EE
2760
EWG Elevate
California
$678K -$1.96K -6 -0.3%
CMA
2761
Cedar Mountain Advisors
Oregon
$674K
PA
2762
Probity Advisors
Texas
$672K +$643K +1,971 New
GLAM
2763
Gardner Lewis Asset Management
Pennsylvania
$672K +$643K +1,970 New
CAM
2764
Cidel Asset Management
Ontario, Canada
$671K -$2.94K -9 -0.5%
JTWM
2765
Jackson Thornton Wealth Management
Alabama
$670K +$66.6K +204 +12%
CTB
2766
Country Trust Bank
Illinois
$670K
VFP
2767
Verus Financial Partners
Virginia
$669K +$3.92K +12 +0.6%
PC
2768
Permit Capital
Pennsylvania
$668K
TFP
2769
Triune Financial Partners
Kansas
$668K -$1.63K -5 -0.3%
LFA
2770
Level Financial Advisors
New York
$667K +$17K +52 +3%
CWA
2771
Choice Wealth Advisors
Maine
$666K
CCG
2772
Capital CS Group
California
$665K
WFA
2773
WestHill Financial Advisors
California
$665K
DRD
2774
Dennis R. Delaney
$663K
GHAM
2775
Gilman Hill Asset Management
Connecticut
$662K +$286K +876 +82%

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.