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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
WCM
3326
Windsor Capital Management
Arizona
$284K
SAM
3327
Smithbridge Asset Management
Pennsylvania
$283K
CB
3328
Community Bank
New York
$282K
NG
3329
NatWest Group
United Kingdom
$282K
SWM
3330
Selective Wealth Management
Virginia
$282K +$270K +826 New
DACG
3331
Donor Advised Charitable Giving
California
$280K -$215K -658 -44%
WMA
3332
West Michigan Advisors
Michigan
$280K +$979 +3 +0.4%
RA
3333
Ruggaard & Associates
Ohio
$280K -$60.1K -184 -18%
PIM
3334
Provident Investment Management
Michigan
$280K
MWM
3335
Maltin Wealth Management
New Jersey
$277K +$4.9K +15 +2%
EA
3336
Echo45 Advisors
California
$277K +$6.85K +21 +3%
FF
3337
Friedenthal Financial
New Jersey
$276K -$3.92K -12 -1%
NPP
3338
New Potomac Partners
Maryland
$276K
JSA
3339
Jacobson & Schmitt Advisors
Wisconsin
$276K
BC
3340
Barrett & Company
Rhode Island
$275K +$6.53K +20 +3%
NCG
3341
Newport Capital Group
New Jersey
$274K +$271K +829 New
MA
3342
Mosaic Advisors
Texas
$273K +$262K +802 New
GM
3343
GeoWealth Management
Illinois
$273K +$8.49K +26 +3%
AC
3344
AXQ Capital
New Jersey
$273K -$131K -400 -33%
MFA
3345
Morling Financial Advisors
California
$272K
EAM
3346
Empirical Asset Management
Massachusetts
$271K
MCM
3347
Monument Capital Management
Virginia
$271K +$4.24K +13 +2%
EA
3348
Eudaimonia Advisors
Tennessee
$271K
WIM
3349
Warwick Investment Management
Texas
$271K +$1.96K +6 +0.8%
BAM
3350
Beaumont Asset Management
Texas
$269K

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.