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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
ML
3001
Mayport LLC
Massachusetts
$483K
FA
3002
FC Advisory
Pennsylvania
$483K
AHC
3003
Adell Harriman & Carpenter
Texas
$482K -$128K -391 -22%
VAF
3004
Values Added Financial
District of Columbia
$481K +$461K +1,412 New
IWA
3005
IVC Wealth Advisors
Pennsylvania
$481K -$1.96K -6 -0.4%
MAM
3006
Milestone Asset Management
Pennsylvania
$481K -$326 -1 -0.1%
CWM
3007
Cedar Wealth Management
California
$480K
HI
3008
Hoey Investments
Pennsylvania
$480K +$323K +990 +237%
HAFS
3009
Hapanowicz & Associates Financial Services
Pennsylvania
$480K
RAG
3010
RIA Advisory Group
Iowa
$479K -$37.2K -114 -8%
WPC
3011
White Pine Capital
Minnesota
$478K +$14.7K +45 +3%
RWM
3012
Rezny Wealth Management
Florida
$477K +$65.3K +200 +17%
AFP
3013
Alpha Financial Partners
Kentucky
$476K +$1.96K +6 +0.4%
SFG
3014
Sterling Financial Group
California
$475K -$6.85K -21 -1%
HIS
3015
Harvest Investment Services
Illinois
$474K +$1.96K +6 +0.4%
PWA
3016
Primoris Wealth Advisors
Florida
$472K -$228K -699 -34%
OPTFSNA
3017
Old Point Trust & Financial Services N A
Virginia
$471K
AFG
3018
AFS Financial Group
Maryland
$471K +$156K +477 +53%
AL
3019
ADE LLC
Maryland
$471K
AA
3020
AlphaQ Advisors
Florida
$469K +$32.6K +100 +8%
TIM
3021
Total Investment Management
Arizona
$469K +$32.6K +100 +8%
MF
3022
Manchester Financial
California
$468K +$4.57K +14 +1%
AWM
3023
AAF Wealth Management
Massachusetts
$467K
YWM
3024
Yoder Wealth Management
California
$467K +$34.6K +106 +8%
BFP
3025
Briaud Financial Planning
Texas
$466K +$98.9K +303 +28%

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.