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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
LSA
2901
L & S Advisors
California
$551K +$122K +374 +30%
LA
2902
Latitude Advisors
Florida
$551K -$714K -2,189 -58%
TBNY
2903
Trustco Bank (New York)
New York
$550K
HIM
2904
Hanlon Investment Management
New Jersey
$550K +$9.14K +28 +2%
CF
2905
Clarity Financial
Texas
$550K +$526K +1,612 New
MWA
2906
Motive Wealth Advisors
Michigan
$549K +$2.61K +8 +0.5%
LFP
2907
Leeward Financial Partners
Washington
$549K +$139K +425 +36%
WCWM
2908
Willow Creek Wealth Management
California
$548K +$102K +314 +24%
FWP
2909
Falcon Wealth Planning
California
$548K +$112K +342 +27%
TCBWMS
2910
Texas Capital Bank Wealth Management Services
Texas
$547K -$326 -1 -0.1%
WCM
2911
Washburn Capital Management
Florida
$547K -$52.2K -160 -9%
FA
2912
Fiducient Advisors
Illinois
$547K +$234K +717 +81%
FDS
2913
First Dallas Securities
Texas
$546K
HCM
2914
Hengehold Capital Management
Ohio
$545K -$266K -815 -34%
SFA
2915
Source Financial Advisors
New York
$545K +$60.4K +185 +13%
LS
2916
Livforsakringsbolaget Skandia
Sweden
$543K
DDPIC
2917
Deroy & Devereaux Private Investment Counsel
Michigan
$543K
WAC
2918
William Allan Corp
Colorado
$543K -$4.9K -15 -0.9%
KLWA
2919
Kelly Lawrence W & Associates
California
$543K -$3.26K -10 -0.6%
MGI
2920
MayTech Global Investments
New York
$539K
CCM
2921
Coerente Capital Management
Ontario, Canada
$539K +$26.1K +80 +5%
HCM
2922
Highview Capital Management
Illinois
$539K -$22.8K -70 -4%
CWA
2923
Carolina Wealth Advisors
South Carolina
$539K
OFW
2924
Omnia Family Wealth
Florida
$538K
CCP
2925
Carmel Capital Partners
California
$535K -$6.53K -20 -1%

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.