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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
FZCM
2801
Flynn Zito Capital Management
New York
$638K
HCP
2802
Hexagon Capital Partners
Arkansas
$638K -$45.7K -140 -7%
LCM
2803
Leisure Capital Management
California
$636K -$979 -3 -0.2%
GA
2804
Greenspring Advisors
Maryland
$634K -$508K -1,557 -46%
TWP
2805
TFO Wealth Partners
Ohio
$633K +$303K +928 +100%
PEA
2806
Park Edge Advisors
Ohio
$629K
DAM
2807
Diamant Asset Management
Connecticut
$629K
TCM
2808
Tradewinds Capital Management
Washington
$628K -$82.6K -253 -12%
OAM
2809
Oak Asset Management
California
$628K
LWM
2810
LJI Wealth Management
Indiana
$627K -$9.46K -29 -2%
SPA
2811
Shore Point Advisors
New Jersey
$627K
PBF
2812
Petix & Botte Financial
California
$627K +$300K +920 +100%
C
2813
CEDRUS
Colorado
$627K +$9.79K +30 +2%
PC
2814
Port Capital
Illinois
$626K
STC
2815
Sarah T. Connolly
$626K
PWSG
2816
Pacific Wealth Strategies Group
California
$625K
VWA
2817
VERITY Wealth Advisors
United States
$625K
TWP
2818
Tower Wealth Partners
Pennsylvania
$623K +$1.96K +6 +0.3%
BHBT
2819
Burke & Herbert Bank & Trust
Virginia
$623K -$11.7K -36 -2%
BAM
2820
Bosun Asset Management
Illinois
$622K +$139K +425 +30%
RAM
2821
Rempart Asset Management
Canada
$622K
TFCP
2822
Twin Focus Capital Partners
Massachusetts
$622K +$35.6K +109 +6%
CWA
2823
CM Wealth Advisors
Ohio
$621K -$759K -2,326 -57%
CSC
2824
Caldwell Sutter Capital
California
$621K +$84.2K +258 +17%
MIM
2825
Merrion Investment Management
New Jersey
$620K

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.