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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
ATI
3126
Act Two Investors
California
$400K -$91.4K -280 -19%
PCA
3127
Peddock Capital Advisors
Massachusetts
$398K
MAM
3128
MMA Asset Management
Pennsylvania
$398K +$130K +399 +52%
SFG
3129
Sunburst Financial Group
Alabama
$397K
LSA
3130
Lion Street Advisors
Texas
$397K +$113K +346 +33%
RCM
3131
Raleigh Capital Management
North Carolina
$396K +$40.1K +123 +12%
AT
3132
Arden Trust
Delaware
$395K -$595K -1,823 -61%
M
3133
MYeCFO
California
$395K -$343K -1,050 -48%
CICI
3134
Capital Investment Counsel Inc
North Carolina
$394K -$3.26K -10 -0.9%
CB
3135
Centennial Bank
Arkansas
$392K -$81.6K -250 -18%
MPW
3136
Melone Private Wealth
Michigan
$391K +$5.22K +16 +1%
NECFA
3137
New England Capital Financial Advisors
Connecticut
$390K -$113K -346 -23%
WIM
3138
Waycross Investment Management
Washington
$390K +$22.8K +70 +7%
XT
3139
XTX Topco
Cayman Islands
$390K +$373K +1,143 New
TCPWM
3140
Traverso Chambers Private Wealth Management
California
$389K
IBOK
3141
Independence Bank of Kentucky
Kentucky
$389K +$184K +565 +98%
CCMI
3142
Creative Capital Management Investments
California
$389K
UAML
3143
US Asset Management LLC
Pennsylvania
$388K -$653 -2 -0.2%
CNC
3144
Citizens & Northern Corp
Pennsylvania
$387K
CWA
3145
Clearview Wealth Advisors
Oregon
$386K
CSWM
3146
Cassady Schiller Wealth Management
Ohio
$385K
UCMOK
3147
United Capital Management of KS
Kansas
$385K -$22.8K -70 -6%
RWA
3148
Roberts Wealth Advisors
California
$385K -$93.3K -286 -20%
OFG
3149
Omega Financial Group
California
$384K -$32.6K -100 -8%
BHWA
3150
Beacon Harbor Wealth Advisors
Virginia
$383K

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.