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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
CSIA
3026
Charles Schwab Investment Advisory
California
$466K +$116K +355 +35%
RA
3027
Riversedge Advisors
Delaware
$466K +$16.3K +50 +4%
CHA
3028
Cooper/Haims Advisors
New York
$465K +$36.6K +112 +9%
ETIA
3029
Epic Trust Investment Advisors
Washington
$464K -$653 -2 -0.1%
LA
3030
LBP AM
France
$463K +$444K +1,359 New
BWL
3031
Bogart Wealth LLC
Virginia
$463K +$19.9K +61 +5%
BCM
3032
BTC Capital Management
Iowa
$462K
WC
3033
Waterloo Capital
Texas
$461K +$8.49K +26 +2%
AFG
3034
Alterity Financial Group
Maine
$460K -$326K -1,000 -43%
BE
3035
Bonness Enterprises
District of Columbia
$460K
CSPAM
3036
Cary Street Partners Asset Management
Virginia
$460K
MFC
3037
Morris Financial Concepts
South Carolina
$460K +$3.26K +10 +0.7%
TCWA
3038
Ten Capital Wealth Advisors
Washington
$459K +$74.1K +227 +20%
SAI
3039
Systematic Alpha Investments
New Jersey
$459K
CTA
3040
Chesley Taft & Associates
Illinois
$457K -$6.53K -20 -1%
UWPG
3041
Ullmann Wealth Partners Group
Florida
$456K +$22.8K +70 +6%
BCCM
3042
Bridge Creek Capital Management
Massachusetts
$456K -$3.26K -10 -0.7%
CCM
3043
Cutler Capital Management
Massachusetts
$456K
DPI
3044
Diversified Portfolios Inc
Michigan
$455K -$9.79K -30 -2%
CL
3045
CSS LLC
Illinois
$455K
PCA
3046
Private Capital Advisors
Connecticut
$454K
CMBA
3047
C.M. Bidwell & Associates
Hawaii
$453K -$5.55K -17 -1%
CCA
3048
Cottonwood Capital Advisors
Utah
$452K -$16.3K -50 -4%
HP
3049
Highlander Partners
Texas
$452K
CASB
3050
Cape Ann Savings Bank
Massachusetts
$451K -$17.9K -55 -4%

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.