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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
TB
3076
Terril Brothers
Missouri
$432K +$166K +510 +67%
MCM
3077
Mattern Capital Management
Colorado
$431K -$6.85K -21 -2%
RBC
3078
Roble Belko & Company
Pennsylvania
$430K
BF
3079
Brogan Financial
Tennessee
$428K +$24.8K +76 +6%
GF
3080
Goodman Financial
Texas
$427K
NCM
3081
Nelson Capital Management
California
$427K
C1AG
3082
Client 1st Advisory Group
Florida
$427K +$9.79K +30 +2%
RPG
3083
Resource Planning Group
Georgia
$426K
BA
3084
Bridge Advisory
California
$425K +$10.8K +33 +3%
RWM
3085
Raffa Wealth Management
District of Columbia
$425K -$10.8K -33 -3%
WPA
3086
Winning Points Advisors
Florida
$424K -$1.25M -3,823 -76%
RC
3087
RBF Capital
California
$423K
CCM
3088
Carderock Capital Management
Maryland
$423K
ES
3089
Eagle Strategies
New York
$423K
VWM
3090
Valley Wealth Managers
New Jersey
$423K
MIM
3091
MTM Investment Management
South Carolina
$422K
CAM
3092
Crestone Asset Management
Colorado
$421K
GCM
3093
Goldstream Capital Management
Hong Kong
$421K +$132K +403 +48%
RC
3094
Rovin Capital
Arizona
$420K -$19.9K -61 -5%
TAM
3095
TCP Asset Management
Ohio
$419K
FSWA
3096
Financial Synergies Wealth Advisors
Texas
$419K
RWRC
3097
R.W. Roge & Company
New York
$416K
MMM
3098
Mendel Money Management
Illinois
$416K -$34.6K -106 -8%
ASBI
3099
American State Bank (Iowa)
Iowa
$415K +$7.83K +24 +2%
AIA
3100
Angeles Investment Advisors
California
$415K -$262K -804 -40%

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.