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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
BHIA
276
Birch Hill Investment Advisors
Massachusetts
$82.4M -$1.27M -3,906 -2%
SBH
277
Segall Bryant & Hamill
Illinois
$82.3M +$501K +1,535 +0.6%
SFA
278
Sequoia Financial Advisors
Ohio
$81.7M +$25.7M +78,795 +49%
UONDDL
279
University of Notre Dame du Lac
Indiana
$81.5M -$25.2M -77,211 -24%
WHG
280
Westwood Holdings Group
Texas
$80.9M -$1.92M -5,893 -2%
SAIG
281
Semper Augustus Investments Group
Colorado
$80M +$446K +1,367 +0.6%
NG
282
Northstar Group
New York
$79.8M +$444K +1,360 +0.6%
Parallax Volatility Advisers
283
Parallax Volatility Advisers
California
$78.9M +$6.91M +21,182 +10%
CAM
284
Cresset Asset Management
Illinois
$78.8M +$48.4M +148,323 +179%
PMG
285
Private Management Group
California
$78.6M -$1.5M -4,583 -2%
KFC
286
Klingenstein Fields & Co
New York
$78.6M -$334K -1,022 -0.4%
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
$78.3M -$3.08M -9,446 -4%
AIM
288
Allen Investment Management
New York
$77.8M
GT
289
Glenmede Trust
Pennsylvania
$77.5M
PCI
290
Pacifica Capital Investments
Texas
$77.4M -$60.4K -185 -0.1%
CAG
291
Crestwood Advisors Group
Massachusetts
$76.9M +$2.67M +8,189 +4%
X
292
Xponance
Pennsylvania
$76.8M -$1.39M -4,251 -2%
MAM
293
Meeder Asset Management
Ohio
$76.8M +$5.97M +18,306 +9%
BTCPP
294
Border to Coast Pensions Partnership
United Kingdom
$76.3M
KeyBank National Association
295
KeyBank National Association
Ohio
$75.3M -$585K -1,792 -0.8%
CB
296
Commerce Bank
Missouri
$74.9M -$745K -2,283 -1%
OAM
297
Oppenheimer Asset Management
New York
$74.5M +$2.37M +7,260 +3%
FAF
298
Fjarde Ap-fonden
Sweden
$73.8M +$24M +73,500 +51%
Zurich Cantonal Bank
299
Zurich Cantonal Bank
Switzerland
$73.5M +$2.2M +6,745 +3%
BRWA
300
B. Riley Wealth Advisors
Florida
$73.4M +$46M +140,985 +190%

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.