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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
PSFG
2876
Prairie Sky Financial Group
Illinois
$577K +$552K +1,692 New
NFA
2877
Northern Financial Advisors
Michigan
$577K -$57.4K -176 -9%
OWA
2878
Outlook Wealth Advisors
Texas
$575K +$66.3K +203 +14%
RWG
2879
Ratio Wealth Group
Colorado
$570K +$546K +1,672 New
WSWA
2880
Warren Street Wealth Advisors
California
$569K +$4.9K +15 +0.9%
FWM
2881
Forza Wealth Management
Florida
$569K
QFA
2882
Quantum Financial Advisors
California
$566K
PIM
2883
Progressive Investment Management
Oregon
$566K
TF
2884
TimeScale Financial
Massachusetts
$565K -$65.3K -200 -11%
HI
2885
Human Investing
Oregon
$564K +$132K +403 +32%
PIAS
2886
PCA Investment Advisory Services
Ohio
$563K -$28.1K -86 -5%
FWI
2887
Facet Wealth Inc
Maryland
$563K +$74.4K +228 +17%
WQ
2888
Wealth Quarterback
New Jersey
$562K -$218K -668 -29%
1IA
2889
1620 Investment Advisors
Massachusetts
$562K +$3.59K +11 +0.7%
DA
2890
Doliver Advisors
Texas
$561K
WFO
2891
Wealthgate Family Office
Colorado
$561K
MCM
2892
Mendel Capital Management
Arkansas
$560K -$979 -3 -0.2%
MC
2893
Matisse Capital
Oregon
$559K
KFG
2894
Kingdom Financial Group
Arizona
$559K +$535K +1,639 New
EB
2895
Exchange Bank
California
$558K +$534K +1,635 New
FWM
2896
FMB Wealth Management
California
$557K -$653 -2 -0.1%
NFP
2897
NorthLanding Financial Partners
New York
$556K -$1.76M -5,394 -77%
OWA
2898
Opal Wealth Advisors
New York
$554K -$19.6K -60 -4%
RFS
2899
Retirement Financial Solutions
Tennessee
$553K +$529K +1,622 New
PIFP
2900
Partners in Financial Planning
Virginia
$551K +$183K +560 +53%

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.