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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
MHR
2851
Matthew Hamilton Rosenberg
$595K -$46.3K -142 -8%
HFS
2852
HBC Financial Services
Washington
$595K
LC
2853
Landaas & Company
Wisconsin
$594K -$77.7K -238 -12%
EBA
2854
Eagle Bay Advisors
New York
$594K -$18.9K -58 -3%
RFN
2855
Redwood Financial Network
Ohio
$593K +$2.94K +9 +0.5%
LCM
2856
Lazari Capital Management
California
$591K +$566K +1,734 New
GFG
2857
Goldstone Financial Group
Illinois
$591K +$203K +623 +56%
CS
2858
Capital Square
Tennessee
$589K -$9.14K -28 -2%
TPWM
2859
Twelve Points Wealth Management
Massachusetts
$589K -$9.79K -30 -2%
FSC
2860
Full Sail Capital
Oklahoma
$587K +$31.3K +96 +6%
OPW
2861
Oxler Private Wealth
New York
$587K -$49K -150 -8%
HCC
2862
Hirtle Callaghan & Co
Pennsylvania
$585K -$327K -1,003 -37%
FCA
2863
FinTrust Capital Advisors
South Carolina
$584K
AW
2864
Atlas Wealth
Ohio
$584K
IC
2865
Iconiq Capital
California
$583K -$3.26K -10 -0.6%
PSIWM
2866
Paradigm Strategies in Wealth Management
Minnesota
$583K
KAM
2867
KEB Asset Management
Illinois
$582K
HPIA
2868
Hamilton Point Investment Advisors
North Carolina
$581K +$172K +528 +45%
OCG
2869
Opus Capital Group
Ohio
$580K
BIM
2870
Bridgecreek Investment Management
Oklahoma
$580K
DSC
2871
Duncker Streett & Co
Missouri
$580K +$9.79K +30 +2%
HCM
2872
HMS Capital Management
Tennessee
$579K
RIM
2873
Redwood Investment Management
Arizona
$578K +$553K +1,695 New
MFC
2874
Mechanics Financial Corp
Ohio
$578K
MA
2875
MJP Associates
Connecticut
$577K +$78.3K +240 +17%

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.