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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
CFCI
3451
Comprehensive Financial Consultants Institutional
Indiana
$227K
SEEDPG
3452
S.E.E.D. Planning Group
New York
$227K
LBC
3453
Lawrence B. Cohen
$226K
VFIC
3454
Valley Forge Investment Consultants
Pennsylvania
$226K
CPG
3455
Cornerstone Planning Group
New Jersey
$225K +$216K +661 New
TF
3456
Talbot Financial
Washington
$225K
BG
3457
Bollard Group
Massachusetts
$225K +$52.2K +160 +32%
CST
3458
Charles Schwab Trust
Nevada
$225K
MAM
3459
McCarthy Asset Management
California
$224K
HIF
3460
Hill Island Financial
Michigan
$224K
W
3461
WorthPointe
California
$224K +$214K +656 New
BA
3462
BCM Advisors
Louisiana
$223K
EBT
3463
Enterprise Bank & Trust
Massachusetts
$223K +$213K +654 New
EA
3464
Evolution Advisers
Virginia
$223K
FWC
3465
First Washington Corp
Washington
$222K
ACMA
3466
Arbor Capital Management (Alaska)
Alaska
$220K -$29.4K -90 -12%
CII
3467
Capital International Inc
California
$220K -$15.7K -48 -7%
BB
3468
Berkshire Bank
Massachusetts
$220K +$211K +645 New
D
3469
Dentgroup
Louisiana
$220K +$211K +645 New
JPLA
3470
Joseph P. Lucia & Associates
New York
$220K -$8.81K -27 -4%
FFL
3471
Financial Freedom LLC
Ohio
$218K
FF
3472
Fluent Financial
Texas
$217K -$20.2K -62 -9%
TC
3473
Trilogy Capital
California
$216K +$204K +626 New
AWP
3474
Ascent Wealth Partners
New York
$216K +$206K +632 New
DA
3475
DSC Advisors
Illinois
$214K +$205K +628 New

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.