We are live on ! Find out more
BRK.B icon

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
RIG
3226
Renaissance Investment Group
Massachusetts
$337K
ECA
3227
Elevated Capital Advisors
Utah
$336K +$4.9K +15 +2%
SFA
3228
Souders Financial Advisors
Ohio
$336K -$76.4K -234 -19%
BWM
3229
Baron Wealth Management
Michigan
$335K +$1.96K +6 +0.6%
CP
3230
Covenant Partners
Tennessee
$335K
LA
3231
Lane & Associates
New Jersey
$333K
HIIFS
3232
Harel Insurance Investments & Financial Services
Israel
$333K +$29.7K +91 +10%
FBC
3233
Fairfield, Bush & Co
Connecticut
$332K -$31K -95 -9%
IAMOG
3234
Investors Asset Management of Georgia
Georgia
$332K
IIM
3235
Ipswich Investment Management
Massachusetts
$332K
TAM
3236
Taurus Asset Management
New York
$332K
RF
3237
RHS Financial
California
$332K
WWP
3238
Waypoint Wealth Partners
California
$332K
HWM
3239
Howard Wealth Management
Connecticut
$332K -$9.79K -30 -3%
RPCA
3240
Running Point Capital Advisors
California
$331K +$1.63K +5 +0.5%
BBP
3241
Banco BTG Pactual
Brazil
$331K +$45.4K +139 +17%
FBFS
3242
First Business Financial Services
Wisconsin
$330K +$326 +1 +0.1%
FCA
3243
Fortis Capital Advisors
Kansas
$329K
SWM
3244
SFG Wealth Management
Maryland
$328K +$49K +150 +18%
FFWM
3245
Future Financial Wealth Management
Ohio
$328K +$30K +92 +11%
AW
3246
Apricus Wealth
South Carolina
$328K
MHC
3247
Meyer Handelman Company
New York
$327K
HR
3248
Howe & Rusling
New York
$326K
SLWA
3249
San Luis Wealth Advisors
California
$326K -$47K -144 -13%
AHB
3250
Abner Herrman & Brock
New Jersey
$326K +$11.1K +34 +4%

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.