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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
NEPPG
3426
New England Professional Planning Group
Rhode Island
$237K
MIM
3427
Montgomery Investment Management
Maryland
$237K
PIWA
3428
Prevail Innovative Wealth Advisors
Kansas
$236K +$226K +693 New
FA
3429
Fortis Advisors
Pennsylvania
$236K -$13.4K -41 -6%
BSAM
3430
Blue Square Asset Management
New York
$235K
SEM
3431
Strategic Equity Management
Arizona
$234K +$3.26K +10 +1%
PAM
3432
Peninsula Asset Management
Florida
$233K
IIM
3433
Ironwood Investment Management
Massachusetts
$232K
APW
3434
Acima Private Wealth
Virginia
$232K
SV
3435
Sturgeon Ventures
United Kingdom
$232K +$222K +679 New
ACM
3436
Advance Capital Management
Michigan
$230K
SVCF
3437
Silicon Valley Community Foundation
California
$230K +$58.7K +180 +36%
JAIC
3438
Josh Arnold Investment Consultant
Minnesota
$230K +$220K +675 New
KFP
3439
KB Financial Partners
New Jersey
$230K -$5.88K -18 -3%
GWAM
3440
Guardian Wealth Advisors (Minnesota)
Minnesota
$230K
AIM
3441
Arcadia Investment Management
Michigan
$229K -$69.8K -214 -24%
HFM
3442
Harvest Fund Management
China
$229K -$36.2K -111 -14%
BRG
3443
Bay Rivers Group
Virginia
$228K -$65.3K -200 -23%
RA
3444
Rodgers & Associates
Pennsylvania
$228K -$17.9K -55 -8%
IFPG
3445
Intrepid Financial Planning Group
Indiana
$228K
SWM
3446
Seed Wealth Management
Illinois
$228K
DA
3447
Drake & Associates
Wisconsin
$228K -$1.96K -6 -0.9%
CWM
3448
Cahill Wealth Management
Michigan
$227K
BO
3449
Bank OZK
Arkansas
$227K -$2.61K -8 -1%
CG
3450
Clifford Group
Massachusetts
$227K

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.