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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
FWA
3276
Freedom Wealth Alliance
Wisconsin
$311K -$16.3K -50 -5%
CA
3277
Claris Advisors
Missouri
$309K -$4.24K -13 -1%
WBC
3278
West Branch Capital
Massachusetts
$309K +$176K +538 +147%
DR
3279
Davis Rea
Ontario, Canada
$307K
ICP
3280
Interchange Capital Partners
Pennsylvania
$307K -$528K -1,618 -64%
ASA
3281
Armstrong Shaw Associates
Connecticut
$307K
IAS
3282
Investment Advisory Services
Texas
$307K
ACM
3283
Alamar Capital Management
California
$307K +$38.5K +118 +15%
WWG
3284
West Wealth Group
California
$306K +$18.9K +58 +7%
EM
3285
ELCO Management
New York
$305K
SFG
3286
Synergy Financial Group
California
$305K
WHCI
3287
W.H. Cornerstone Investments
Massachusetts
$304K +$16.3K +50 +6%
SP
3288
SWS Partners
Ohio
$303K -$860K -2,634 -75%
LA
3289
Lifeworks Advisors
Michigan
$303K +$32.6K +100 +13%
WLPWM
3290
Walled Lake Planning & Wealth Management
Illinois
$301K -$9.79K -30 -3%
CWM
3291
CCG Wealth Management
California
$301K +$5.88K +18 +2%
KFA
3292
Krane Funds Advisors
New York
$301K -$705K -2,161 -71%
MWPCG
3293
Measured Wealth Private Client Group
New Hampshire
$301K -$6.85K -21 -2%
KFS
3294
Kaizen Financial Strategies
California
$300K
AFO
3295
Allie Family Office
Florida
$300K
CIS
3296
Connors Investor Services
Pennsylvania
$300K -$16.3K -50 -5%
WEPOG
3297
Wealth Enhancement & Preservation of GA
Georgia
$299K +$36.6K +112 +15%
PCA
3298
Providence Capital Advisors
North Carolina
$298K -$4.57K -14 -2%
PAG
3299
Paladin Advisory Group
Iowa
$298K
GPA
3300
Guidance Point Advisors
Massachusetts
$297K -$979 -3 -0.3%

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.