We are live on ! Find out more
BRK.B icon

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
BBPWM
2976
Blue Bell Private Wealth Management
Pennsylvania
$499K +$326K +1,000 +216%
AWMNH
2977
Arcadia Wealth Management (New Hampshire)
New Hampshire
$498K +$27.7K +85 +6%
SA
2978
Syntax Advisors
New York
$498K -$70.8K -217 -13%
VCG
2979
Vantage Consulting Group
Virginia
$498K -$70.8K -217 -13%
KOMWMG
2980
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$498K -$48.3K -148 -9%
RPA
2981
Rock Point Advisors
Vermont
$497K +$62K +190 +15%
F4L
2982
Fortune 45 LLC
Louisiana
$496K +$30.7K +94 +7%
GIM
2983
Guild Investment Management
California
$494K
KC
2984
Kades & Cheifetz
Pennsylvania
$494K -$17.6K -54 -4%
BFWA
2985
Benchmark Financial Wealth Advisors
Florida
$494K +$11.4K +35 +2%
CFG
2986
Carr Financial Group
Massachusetts
$492K +$12.7K +39 +3%
MFT
2987
Moisand Fitzgerald Tamayo
Florida
$492K -$176K -539 -27%
JWM
2988
JGP Wealth Management
Oregon
$491K
GIC
2989
GFI Investment Counsel
Ontario, Canada
$491K +$41.1K +126 +10%
MCA
2990
Martin Capital Advisors
Texas
$491K +$19.6K +60 +4%
GWWM
2991
Great Waters Wealth Management
Minnesota
$490K -$3.26K -10 -0.7%
CIM
2992
Contravisory Investment Management
Massachusetts
$488K -$2.61K -8 -0.6%
SCM
2993
SKBA Capital Management
California
$487K
RCA
2994
Ranch Capital Advisors
Florida
$487K -$6.85K -21 -1%
HWM
2995
Horizons Wealth Management
North Carolina
$486K
AFGAS
2996
Allegiance Financial Group Advisory Services
Virginia
$486K +$326 +1 +0.1%
BCP
2997
Berkeley Capital Partners
Georgia
$485K -$979 -3 -0.2%
FA
2998
Financial Advisors
Massachusetts
$485K
JCIA
2999
Jackson Creek Investment Advisors
Colorado
$484K
CPW
3000
Crestmont Private Wealth
Texas
$483K +$43.7K +134 +10%

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.