Berkshire Hathaway Class B
BRK.B
3,550 hedge funds and large institutions have $257B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 1,371 increasing their positions, 1,400 reducing their positions, and 96 closing their positions.
67% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 96
45% more call options, than puts
Call options by funds: $5.39B | Put options by funds: $3.71B
0% less funds holding
Funds holding: 3,565 → 3,550 (-15)
0.8% less ownership
Funds ownership: 64.71% → 63.91% (-0.8%)
2% less repeat investments, than reductions
Existing positions increased: 1,371 | Existing positions reduced: 1,400
7% less capital invested
Capital invested by funds: $275B → $257B (-$18.4B)
9% less funds holding in top 10
Funds holding in top 10: 695 → 632 (-63)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.4B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$618M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$365M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$335M |
| 5 |
Goldman Sachs
New York
|
+$247M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$1.54B |
| 2 |
State Street
Boston,
Massachusetts
|
-$1.22B |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$686M |
| 4 |
Barclays
London,
United Kingdom
|
-$624M |
| 5 |
BlackRock
New York
|
-$301M |
BRK.B Hedge Fund Activity: Q1 2023 in Review
3,550 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2023, worth a combined $257B — down 6.7% from $275B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new BRK.B positions and 96 closed out — a net gain of 64 holders — while 1,371 added to existing stakes and 1,400 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.4B. The largest seller was Gates Foundation Trust, cutting an estimated $1.54B.
- 3,550 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2023, down from 3,565 in Q4 2022.
- Funds reported $257B of Berkshire Hathaway Class B stock for Q1 2023, down 6.7% quarter-over-quarter.
- 160 funds opened new Berkshire Hathaway Class B positions in Q1 2023 and 96 closed out, a net change of +64 holders.
- The largest Berkshire Hathaway Class B buyer in Q1 2023 was Vanguard Group, an estimated $1.4B added.
- The largest Berkshire Hathaway Class B seller in Q1 2023 was Gates Foundation Trust, an estimated $1.54B sold.
Based on aggregated 13F filings for Q1 2023.