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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
FFW
3101
Fusion Family Wealth
New York
$415K
FC
3102
Fusion Capital
South Carolina
$415K
WCP
3103
Wick Capital Partners
Pennsylvania
$414K
EW
3104
Enzi Wealth
Texas
$414K
NWM
3105
Northcape Wealth Management
New York
$411K -$65.3K -200 -14%
CWM
3106
Cherrydale Wealth Management
New Jersey
$410K +$19.9K +61 +5%
RPCONE
3107
Retirement Planning Company of New England
Rhode Island
$409K -$17K -52 -4%
MCG
3108
McCollum Christoferson Group
New York
$409K -$238K -730 -38%
KDA
3109
Kraft Davis & Associates
Missouri
$409K +$372K +1,141 New
DS
3110
DRW Securities
Illinois
$409K +$392K +1,200 New
DAC
3111
Dividend Assets Capital
South Carolina
$407K
AWP
3112
Atlas Wealth Partners
Pennsylvania
$406K +$383K +1,175 New
BWM
3113
Birchcreek Wealth Management
Ohio
$405K -$71.1K -218 -15%
FTWA
3114
Fifth Third Wealth Advisors
Ohio
$405K +$14K +43 +4%
SIAG
3115
Safeguard Investment Advisory Group
California
$405K +$27.4K +84 +8%
FC
3116
Financial Council
Maryland
$405K
CIAS
3117
CBIZ Investment Advisory Services
Ohio
$404K -$32.6K -100 -8%
CWP
3118
Cyndeo Wealth Partners
Florida
$404K +$10.1K +31 +3%
TCMP
3119
Thrive Capital Management (Pennsylvania)
Pennsylvania
$404K +$114K +348 +42%
LCGC
3120
Legacy Capital Group California
California
$404K +$387K +1,185 New
NI
3121
NFC Investments
Tennessee
$404K +$116K +356 +43%
MPPLM
3122
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$402K
OGF
3123
Orin Green Financial
California
$401K
CCFM
3124
Clear Creek Financial Management
Washington
$400K -$18.9K -58 -5%
BDS
3125
Banco de Sabadell
Florida
$400K -$47.6K -146 -11%

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.