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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
OA
2926
Oxbow Advisors
Texas
$534K +$112K +344 +28%
APWA
2927
Atlas Private Wealth Advisors
New Jersey
$533K +$255K +781 +100%
BAMG
2928
Brand Asset Management Group
Missouri
$533K -$2.94K -9 -0.6%
SFC
2929
Strategic Financial Concepts
Texas
$533K +$4.24K +13 +0.8%
MWM
2930
Massachusetts Wealth Management
Massachusetts
$532K +$116K +355 +29%
CRI
2931
Colonial River Investments
Virginia
$531K -$588K -1,803 -54%
GAB
2932
German American Bancorp
Indiana
$530K -$37.5K -115 -7%
ABP
2933
Arthur B. Page
$530K
DIP
2934
DT Investment Partners
Pennsylvania
$530K
ATWA
2935
Arbor Trust Wealth Advisors
Michigan
$530K -$304K -931 -37%
NRG
2936
Nemes Rush Group
Michigan
$529K +$506K +1,551 New
MCA
2937
Millennium Capital Advisors
Arkansas
$529K +$2.94K +9 +0.6%
BEC
2938
Blue Edge Capital
Virginia
$528K
PWM
2939
Paulson Wealth Management
Illinois
$528K +$505K +1,548 New
KBFS
2940
Kohmann Bosshard Financial Services
Ohio
$527K +$13.4K +41 +3%
FIBT
2941
First International Bank & Trust
North Dakota
$525K
WCWM
2942
Wooster Corthell Wealth Management
Connecticut
$524K -$326 -1 -0.1%
AP
2943
Americana Partners
Texas
$524K +$200K +614 +67%
LBA
2944
Lowell Blake & Associates
Massachusetts
$520K
DWMS
2945
Dominguez Wealth Management Solutions
Virginia
$519K
AIFAIM
2946
American Institute for Advanced Investment Management
Arizona
$519K +$69.2K +212 +16%
MM
2947
Meridian Management
Arkansas
$518K +$24.2K +74 +5%
BAWC
2948
Boyce & Associates Wealth Consulting
Texas
$516K
BMA
2949
Brooks Moore & Associates
Tennessee
$515K
PAA
2950
Peregrine Asset Advisers
Oregon
$514K

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.