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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
HPWM
3176
High Pines Wealth Management
Massachusetts
$369K +$979 +3 +0.3%
CWM
3177
Compass Wealth Management
Connecticut
$368K
AAM
3178
American Asset Management
Florida
$368K -$5.55K -17 -2%
SGC
3179
Slocum, Gordon & Co
Rhode Island
$367K -$326 -1 -0.1%
BAM
3180
Bellevue Asset Management
Washington
$367K
BBA
3181
Braun-Bostich & Associates
Pennsylvania
$366K +$1.96K +6 +0.6%
SWRP
3182
Summit Wealth & Retirement Planning
California
$365K +$10.1K +31 +3%
FAM
3183
Flaharty Asset Management
Florida
$365K -$32.6K -100 -9%
SDWMA
3184
Schneider Downs Wealth Management Advisors
Pennsylvania
$364K -$15.3K -47 -4%
SCM
3185
Seascape Capital Management
New Hampshire
$364K +$23.5K +72 +7%
BC
3186
Brio Consultants
California
$364K -$6.85K -21 -2%
MWA
3187
MFA Wealth Advisors
Pennsylvania
$364K +$13.1K +40 +4%
USB
3188
Union Savings Bank
Connecticut
$363K +$337K +1,032 New
BWP
3189
Bernardo Wealth Planning
Pennsylvania
$363K -$11.7K -36 -3%
BA
3190
Ballew Advisors
Mississippi
$362K
CRI
3191
Commonwealth Retirement Investments
Virginia
$361K
SCP
3192
Silverleafe Capital Partners
Tennessee
$361K
WCFA
3193
Walkner Condon Financial Advisors
Wisconsin
$360K +$77.3K +237 +29%
PCMF
3194
Private Capital Management (Florida)
Florida
$360K +$105K +321 +44%
KW
3195
KWB Wealth
California
$360K
BIA
3196
Benchmark Investment Advisors
Illinois
$359K
WCA
3197
Westover Capital Advisors
Delaware
$358K -$326 -1 -0.1%
LFPWM
3198
Leicht Financial Planning & Wealth Management
New Jersey
$358K
ITB
3199
Idaho Trust Bank
Idaho
$358K +$343K +1,050 New
BG
3200
Benedetti & Gucer
Georgia
$358K

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.