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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
MFG
3401
Menard Financial Group
Texas
$248K +$2.94K +9 +1%
GIM
3402
Grassi Investment Management
California
$248K
PI
3403
Pachira Investments
California
$248K +$237K +726 New
WFAG
3404
Worth Financial Advisory Group
North Carolina
$246K -$1.96K -6 -0.8%
CB
3405
CNB Bank
Pennsylvania
$245K
CIC
3406
Chase Investment Counsel
Virginia
$245K +$18.9K +58 +9%
HHGA
3407
Halbert Hargrove Global Advisors
California
$244K -$867K -2,655 -79%
AA
3408
Argent Advisors
Louisiana
$242K -$11.7K -36 -5%
EWA
3409
Etesian Wealth Advisors
Oregon
$242K
OBWP
3410
O'Brien Wealth Partners
Massachusetts
$241K
CP
3411
Castleview Partners
Texas
$241K -$5.22K -16 -2%
RWM
3412
Refined Wealth Management
Utah
$241K
SHFP
3413
Second Half Financial Partners
Florida
$240K +$230K +705 New
CBT
3414
Central Bank & Trust
Kentucky
$240K +$24.8K +76 +12%
MBFW
3415
Morton Brown Family Wealth
Pennsylvania
$240K
TC
3416
Tenret Company
Florida
$240K
DWM
3417
Darwin Wealth Management
Florida
$239K -$81.6K -250 -26%
OPOWM
3418
One Plus One Wealth Management
Florida
$239K -$127K -388 -36%
EIA
3419
Eastover Investment Advisors
North Carolina
$239K
BWM
3420
Biltmore Wealth Management
Arizona
$239K +$1.3K +4 +0.6%
LRIC
3421
Long Road Investment Counsel
Michigan
$239K
AA
3422
AlphaMark Advisors
Kentucky
$239K +$65.3K +200 +40%
UWM
3423
USAdvisors Wealth Management
Minnesota
$237K -$31.7K -97 -12%
PD
3424
Planning Directions
Pennsylvania
$237K +$227K +696 New
FA
3425
Fountainhead AM
New Jersey
$237K -$4.9K -15 -2%

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.