Berkshire Hathaway Class B
BRK.B
3,914 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 414 funds opening new positions, 1,530 increasing their positions, 1,401 reducing their positions, and 84 closing their positions.
393% more first-time investments, than exits
New positions opened: 414 | Existing positions closed: 84
57% more call options, than puts
Call options by funds: $6.58B | Put options by funds: $4.2B
7% more funds holding
Funds holding: 3,645 → 3,914 (+269)
5% more capital invested
Capital invested by funds: $297B → $312B (+$15.6B)
2.16% more ownership
Funds ownership: 64.85% → 67.01% (+2.2%)
9% more repeat investments, than reductions
Existing positions increased: 1,530 | Existing positions reduced: 1,401
6% less funds holding in top 10
Funds holding in top 10: 703 → 659 (-44)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.45B |
| 2 |
State Street
Boston,
Massachusetts
|
+$783M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$434M |
| 4 |
BlackRock
New York
|
+$434M |
| 5 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$353M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$917M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$432M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$369M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$282M |
| 5 |
AT
AMF Tjänstepension
Stockholm,
Sweden
|
-$234M |
BRK.B Hedge Fund Activity: Q4 2023 in Review
3,914 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2023, worth a combined $312B — up 5.3% from $297B a quarter earlier.
Buyers outnumbered sellers: 414 funds opened new BRK.B positions and 84 closed out — a net gain of 330 holders — while 1,530 added to existing stakes and 1,401 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.45B. The largest seller was Gates Foundation Trust, cutting an estimated $917M.
- 3,914 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2023, up from 3,645 in Q3 2023.
- Funds reported $312B of Berkshire Hathaway Class B stock for Q4 2023, up 5.3% quarter-over-quarter.
- 414 funds opened new Berkshire Hathaway Class B positions in Q4 2023 and 84 closed out, a net change of +330 holders.
- The largest Berkshire Hathaway Class B buyer in Q4 2023 was Morgan Stanley, an estimated $8.45B added.
- The largest Berkshire Hathaway Class B seller in Q4 2023 was Gates Foundation Trust, an estimated $917M sold.
Based on aggregated 13F filings for Q4 2023.