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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
KA
3351
Kozak & Associates
Colorado
$268K
CCA
3352
Conservest Capital Advisors
Pennsylvania
$268K
CCM
3353
Chiron Capital Management
Florida
$268K
SL
3354
Sentinus LLC
Illinois
$267K -$37.9K -116 -13%
CIR
3355
Clear Investment Research
Georgia
$267K +$40.5K +124 +19%
PP
3356
PFS Partners
New Jersey
$266K +$64.9K +199 +34%
B
3357
Barings
North Carolina
$265K -$32.6K -100 -11%
AWM
3358
Avondale Wealth Management
Texas
$264K -$16.3K -50 -6%
MTWM
3359
Masso Torrence Wealth Management
New Jersey
$264K
PMIA
3360
Patrick Mauro Investment Advisor
Illinois
$264K +$253K +774 New
PWA
3361
Peterson Wealth Advisors
Utah
$264K -$17.6K -54 -7%
UW
3362
Unique Wealth
Florida
$263K +$252K +772 New
ES
3363
ETF Store
Kansas
$263K
RWA
3364
Rainsberger Wealth Advisors
Colorado
$263K -$76.7K -235 -23%
GIS
3365
Grayhawk Investment Strategies
Alberta, Canada
$263K
AFG
3366
Affinia Financial Group
Massachusetts
$262K -$70.2K -215 -22%
NF
3367
Nikulski Financial
Iowa
$262K
CW
3368
Cook Wealth
North Carolina
$261K -$2.94K -9 -1%
BDFN
3369
Bond & Devick Financial Network
Minnesota
$261K -$97.3K -298 -28%
PWP
3370
Phillips Wealth Planners
Mississippi
$260K -$48K -147 -16%
RWM
3371
RBA Wealth Management
California
$260K -$6.53K -20 -3%
AWP
3372
Accretive Wealth Partners
New Jersey
$260K +$6.53K +20 +3%
SFS
3373
Starfox Financial Services
Texas
$259K
CAP
3374
Columbia Advisory Partners
Washington
$258K -$50.9K -156 -17%
BMCM
3375
Burns Matteson Capital Management
New York
$258K +$16.3K +50 +7%

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.