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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
PFM
2826
Phillips Financial Management
Indiana
$620K +$15K +46 +3%
AGA
2827
Arkos Global Advisors
Texas
$619K +$33.9K +104 +6%
RTC
2828
Riverview Trust Company
Washington
$618K
AFG
2829
ABLE Financial Group
Arizona
$617K +$183K +560 +45%
AG
2830
Algert Global
California
$617K
ZCM
2831
Ziegler Capital Management
Illinois
$616K -$25.5K -78 -4%
TAM
2832
Trillium Asset Management
Massachusetts
$612K -$22.8K -70 -4%
CIA
2833
Caerus Investment Advisors
Texas
$611K
IFA
2834
Index Fund Advisors
California
$610K
SMH
2835
Sanders Morris Harris
Texas
$609K +$32.6K +100 +6%
FFG
2836
Fortem Financial Group
California
$608K +$81.6K +250 +16%
TWP
2837
Tempus Wealth Planning
California
$607K
CNWM
2838
Clay Northam Wealth Management
California
$607K -$8.49K -26 -1%
WB
2839
West Bancorporation
Iowa
$607K
GWM
2840
Gitterman Wealth Management
New Jersey
$607K +$131K +400 +29%
CPSC
2841
Carl P. Sherr & Co
Massachusetts
$605K -$7.83K -24 -1%
FIM
2842
FWL Investment Management
Texas
$605K +$37.9K +116 +7%
FF
2843
Francis Financial
$605K
HPM
2844
Hoxton Planning & Management
West Virginia
$602K -$32.6K -100 -5%
DE
2845
Day & Ennis
Georgia
$602K -$26.8K -82 -4%
GAM
2846
Gould Asset Management
California
$602K +$189K +580 +49%
RFM
2847
Royal Fund Management
Florida
$600K -$2.94K -9 -0.5%
PA
2848
Planning Alternatives
Michigan
$598K -$3.59K -11 -0.6%
DGAM
2849
Desjardins Global Asset Management
Quebec, Canada
$597K
UL
2850
Unionview LLC
Washington
$595K

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.