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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
MC
3201
Miramar Capital
Illinois
$357K -$9.79K -30 -3%
PPC
3202
Park Place Capital
Alabama
$357K -$7.83K -24 -2%
WPA
3203
West Paces Advisors
Georgia
$356K
BFAG
3204
Blackston Financial Advisory Group
Florida
$356K -$40.1K -123 -11%
DFG
3205
Demars Financial Group
Washington
$354K +$1.63K +5 +0.5%
WA
3206
Wealthstar Advisors
Texas
$352K +$5.22K +16 +2%
DLHL
3207
Donald L. Hagan LLC
Florida
$352K
BMD
3208
Better Money Decisions
New Mexico
$351K +$28.1K +86 +9%
CFG
3209
CKW Financial Group
Hawaii
$350K
FM
3210
Foster & Motley
Ohio
$350K +$86.5K +265 +35%
AWM
3211
Avaii Wealth Management
Wisconsin
$349K +$62.3K +191 +23%
PWM
3212
Purus Wealth Management
California
$347K +$333K +1,019 New
RLWM
3213
RF&L Wealth Management
Massachusetts
$345K
CFAM
3214
Coury Firm Asset Management
Pennsylvania
$345K
BFS
3215
Burrus Financial Services
Utah
$345K
CFC
3216
Coyle Financial Counsel
Illinois
$344K +$9.14K +28 +3%
HW
3217
Hamilton Wealth
California
$342K +$327K +1,002 New
GA
3218
Greenhaven Associates
New York
$341K
GWI
3219
Grace & White Inc
New York
$341K
NOCM
3220
Night Owl Capital Management
Connecticut
$341K
WAM
3221
Wallington Asset Management
Indiana
$341K +$326K +1,000 New
MAG
3222
Mayfair Advisory Group
Alabama
$340K
LBWM
3223
Left Brain Wealth Management
Illinois
$339K -$83.2K -255 -20%
CCP
3224
Clough Capital Partners
Massachusetts
$338K
MCA
3225
Maryland Capital Advisors
Maryland
$338K

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.