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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
FWM
3376
FSA Wealth Management
Massachusetts
$257K
FA
3377
Financial Advantage
Maryland
$256K
Mawer Investment Management
3378
Mawer Investment Management
Alberta, Canada
$256K
PA
3379
Prism Advisors
California
$256K
FAM
3380
Family Asset Management
South Carolina
$255K -$326 -1 -0.1%
WMA
3381
Wealth Management Associates
New Jersey
$255K -$979 -3 -0.4%
RK
3382
Rather & Kittrell
Tennessee
$255K +$244K +747 New
GWM
3383
Grand Wealth Management
Michigan
$255K -$4.57K -14 -2%
JFG
3384
JDM Financial Group
Texas
$254K -$40.8K -125 -14%
AA
3385
Axiom Advisory
California
$254K
AAA
3386
Adams Asset Advisors
Texas
$254K
SA
3387
Scarborough Advisors
Maryland
$253K
PCTC
3388
Perkins Coie Trust Company
Washington
$252K -$13.1K -40 -5%
AC
3389
Asio Capital
Kentucky
$252K +$16.6K +51 +7%
TFA
3390
Toth Financial Advisory
Virginia
$251K -$3.26K -10 -1%
WCM
3391
Wealthcare Capital Management
Virginia
$251K +$240K +735 New
SRSA
3392
S.R. Schill & Associates
Washington
$250K
TDC
3393
Thompson Davis & Co
Virginia
$250K
TS
3394
Tamar Securities
California
$249K -$4.9K -15 -2%
HIP
3395
Harrell Investment Partners
Texas
$249K +$239K +731 New
HB
3396
Horizon Bancorp
Indiana
$249K
SPI
3397
Santori & Peters Inc
Pennsylvania
$249K
TFA
3398
Tobias Financial Advisors
Florida
$248K -$22.8K -70 -9%
LI
3399
LVZ Inc
Michigan
$248K
SWM
3400
Shakespeare Wealth Management
Wisconsin
$248K

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.