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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
PS
3051
Portfolio Strategies
New York
$451K
MKA
3052
M. Kulyk & Associates
Georgia
$450K -$39.2K -120 -8%
IWP
3053
IAG Wealth Partners
Wisconsin
$448K +$199K +609 +86%
IHWM
3054
Iron Horse Wealth Management
Iowa
$448K
GFPC
3055
Global Financial Private Client
Florida
$447K
PA
3056
PFW Advisors
Georgia
$445K +$405K +1,242 New
CL
3057
COWA LLC
Oklahoma
$445K -$24.5K -75 -5%
CCA
3058
Cora Capital Advisors
New Jersey
$445K -$326 -1 -0.1%
IAP
3059
Indie Asset Partners
Indiana
$445K
SHA
3060
Seneca House Advisors
Virginia
$443K -$93K -285 -18%
CCM
3061
Cohen Capital Management
California
$441K
SSW
3062
Stone Summit Wealth
Florida
$441K +$4.9K +15 +1%
NMG
3063
New Millennium Group
Utah
$441K +$6.85K +21 +2%
OW
3064
Olistico Wealth
Oklahoma
$440K +$421K +1,291 New
BWM
3065
Bulltick Wealth Management
Florida
$440K +$30.7K +94 +8%
AA
3066
AJ Advisors
Tennessee
$438K +$4.57K +14 +1%
ST
3067
Sentinel Trust
Texas
$438K +$1.3K +4 +0.3%
CF
3068
Convergence Financial
Missouri
$438K
AWM
3069
Aspire Wealth Management
Massachusetts
$437K -$14.7K -45 -3%
SICM
3070
Sustainable Insight Capital Management
New York
$436K -$257K -786 -38%
AF
3071
AtlasMark Financial
Texas
$435K
AFM
3072
Abbot Financial Management
Massachusetts
$433K +$57.4K +176 +16%
MAM
3073
Marotta Asset Management
Virginia
$433K +$415K +1,271 New
AWS
3074
Aspen Wealth Strategies
Colorado
$432K -$5.88K -18 -1%
CWA
3075
Consilio Wealth Advisors
Washington
$432K +$58.7K +180 +17%

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.