We are live on ! Find out more
BRK.B icon

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
PCM
3476
Perritt Capital Management
Illinois
$214K +$2.29K +7 +1%
SWMG
3477
Signature Wealth Management Group
Georgia
$214K +$205K +627 New
IRC
3478
Investors Research Corp
Georgia
$213K
SWAG
3479
Spectrum Wealth Advisory Group
California
$213K +$204K +625 New
CI
3480
Ceera Investments
Texas
$212K +$203K +622 New
IPW
3481
Invictus Private Wealth
Colorado
$212K +$203K +621 New
AI
3482
Atom Investors
Texas
$211K +$202K +619 New
AFS
3483
AFG Fiduciary Services
Massachusetts
$211K +$202K +618 New
PWM
3484
Pacific Wealth Management
California
$209K +$200K +612 New
JA
3485
JVL Associates
Michigan
$208K +$199K +609 New
PFA
3486
Pinnacle Family Advisors
Missouri
$206K -$240K -736 -55%
PWA
3487
PCG Wealth Advisors
Kansas
$206K -$23.2K -71 -11%
LD
3488
Lipe & Dalton
New York
$206K
TW
3489
Towerpoint Wealth
California
$206K +$197K +604 New
AI
3490
Auour Investments
Massachusetts
$206K +$197K +603 New
KWM
3491
Kaydan Wealth Management
Michigan
$206K +$197K +603 New
ARIS
3492
Advanced Research Investment Solutions
California
$205K +$196K +602 New
NME
3493
Notis-McConarty Edward
$205K -$62K -190 -24%
RWG
3494
Regal Wealth Group
California
$204K +$195K +597 New
GKIM
3495
GW&K Investment Management
Massachusetts
$203K +$191K +585 +5,318%
MFP
3496
Meridian Financial Partners
Virginia
$203K +$192K +587 New
OFG
3497
OmniStar Financial Group
North Carolina
$203K +$194K +595 New
MWM
3498
MinichMacGregor Wealth Management
New York
$202K -$27.1K -83 -12%
KM
3499
Kalos Management
Georgia
$201K -$1.63K -5 -0.8%
OPWM
3500
Oxinas Partners Wealth Management
Indiana
$201K -$32.6K -100 -15%

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.