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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
WA
2951
Wealth Advisors
California
$514K +$130K +397 +36%
KCM
2952
KRS Capital Management
Michigan
$513K
PPWM
2953
PFG Private Wealth Management
Florida
$513K
CBC
2954
Coombe, Bender & Co
New York
$512K -$18.9K -58 -4%
CP
2955
Capital Planning
Washington
$512K
LNWWM
2956
Laird Norton Wetherby Wealth Management
California
$512K
LWMM
2957
Legacy Wealth Management (Mississippi)
Mississippi
$512K
T
2958
TrueFG
Texas
$511K
1IA
2959
1834 Investment Advisors
Wisconsin
$509K
KWM
2960
KFG Wealth Management
Indiana
$509K
CFG
2961
Compton Financial Group
Maryland
$508K
SIC
2962
Shoker Investment Counsel
Ohio
$508K
NL
2963
Navalign LLC
California
$507K +$26.1K +80 +6%
MWA
2964
Monograph Wealth Advisors
California
$506K
JHCP
2965
Jackson Hole Capital Partners
Oklahoma
$505K -$485K -1,486 -50%
HP
2966
Hyperion Partners
Pennsylvania
$505K
FWA
2967
FSC Wealth Advisors
New York
$504K
GWMIA
2968
Global Wealth Management Investment Advisory
Florida
$503K
BBWA
2969
Bell & Brown Wealth Advisors
California
$502K
GF
2970
Gries Financial
Ohio
$502K +$4.57K +14 +1%
ACM
2971
AUA Capital Management
Pennsylvania
$501K -$155K -475 -24%
WFMPM
2972
Woodley Farra Manion Portfolio Management
Indiana
$501K +$4.57K +14 +1%
SC
2973
Schiavi & Co
Delaware
$500K +$12.1K +37 +3%
NCM
2974
Noesis Capital Mangement
Florida
$499K +$2.94K +9 +0.6%
LCM
2975
Logan Capital Management
Pennsylvania
$499K

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.