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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
MAA
326
Mraz Amerine & Associates
California
$63.1M -$1.16M -3,569 -2%
TBC
327
Tweedy, Browne Co
Connecticut
$63.1M -$1.89M -5,794 -3%
CIM
328
Confluence Investment Management
Missouri
$62.3M -$2.06M -6,298 -3%
HCM
329
Howland Capital Management
Massachusetts
$62.1M +$959K +2,939 +2%
CIC
330
Carnegie Investment Counsel
Ohio
$61.3M +$624K +1,911 +1%
BMO
331
Beck Mack & Oliver
New York
$61.2M -$680K -2,085 -1%
CF
332
Canoe Financial
Alberta, Canada
$60.7M -$2.5M -7,662 -4%
FFA
333
First Foundation Advisors
California
$60.7M -$4.41M -13,519 -7%
LWCFA
334
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.5M +$263K +805 +0.5%
SCP
335
Seizert Capital Partners
Michigan
$60.3M -$1.11M -3,399 -2%
AP
336
Archon Partners
New Jersey
$60.3M
MA
337
Mutual Advisors
Nebraska
$59.7M +$762K +2,334 +1%
PCH
338
Polar Capital Holdings
United Kingdom
$59.5M -$8.05M -24,652 -12%
PGFC
339
Peapack-Gladstone Financial Corp
New Jersey
$59.1M -$490K -1,502 -0.9%
CFB
340
Cullen/Frost Bankers
Texas
$59M -$672K -2,059 -1%
WIM
341
Wittenberg Investment Management
Massachusetts
$58.9M -$1.16M -3,541 -2%
AWM
342
AE Wealth Management
Kansas
$58.5M +$5.9M +18,090 +12%
RC
343
Roundview Capital
New Jersey
$58M +$704K +2,158 +1%
EIA
344
Edgemoor Investment Advisors
Maryland
$57.9M -$443K -1,358 -0.8%
Jane Street
345
Jane Street
New York
$57.8M -$56.6M -173,368 -51%
MIM
346
Miller Investment Management
Pennsylvania
$57.8M +$8.84M +27,084 +19%
FCI
347
Financial Counselors Inc
Kansas
$57.5M -$105K -321 -0.2%
CK
348
Cohen Klingenstein
New York
$57.5M -$60.4K -185 -0.1%
JCM
349
Jacobi Capital Management
Pennsylvania
$57.1M +$862K +2,640 +2%
SCI
350
S&CO Inc
Massachusetts
$56.9M -$117K -358 -0.2%

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.