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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
BFA
3501
BMS Financial Advisors
South Dakota
$201K +$192K +589 New
TLP
3502
Tri Locum Partners
New York
$201K +$192K +588 New
NCM
3503
Narwhal Capital Management
Georgia
$200K +$192K +587 New
PA
3504
PSI Advisors
Florida
$198K +$44.1K +135 +30%
SFCL
3505
Strengthening Families & Communities LLC
Massachusetts
$196K -$10.8K -33 -5%
QCI
3506
Quaker Capital Investments
Pennsylvania
$194K
IA
3507
IFS Advisors
Kansas
$187K +$25.5K +78 +17%
DI
3508
Disciplined Investments
Oklahoma
$184K -$2.61K -8 -1%
OSNBOA
3509
Old Second National Bank of Aurora
Illinois
$183K -$6.53K -20 -4%
SIA
3510
Sit Investment Associates
Minnesota
$182K
TAM
3511
Tucker Asset Management
Colorado
$180K +$6.2K +19 +4%
TLA
3512
Tanglewood Legacy Advisors
Texas
$173K
GWSA
3513
Global Wealth Strategies & Associates
Colorado
$172K -$26.8K -82 -14%
BFA
3514
BBJS Financial Advisors
Washington
$171K
EAM
3515
Erste Asset Management
Austria
$169K +$16.3K +50 +11%
BWS
3516
Buck Wealth Strategies
Colorado
$168K +$53.5K +164 +50%
SAM
3517
Sycomore Asset Management
France
$167K
CWM
3518
Cranbrook Wealth Management
Michigan
$165K
MLA
3519
MB, Levis & Associates
Pennsylvania
$162K
Loomis, Sayles & Company
3520
Loomis, Sayles & Company
Massachusetts
$156K +$9.46K +29 +7%
TIM
3521
Thompson Investment Management
Wisconsin
$155K -$26.1K -80 -15%
IPW
3522
Impact Partnership Wealth
Georgia
$152K +$146K +446 New
IUHSA
3523
Itau Unibanco Holding S.A.
Brazil
$149K -$110K -338 -44%
CWAF
3524
Core Wealth Advisors (Florida)
Florida
$142K +$27.7K +85 +26%
CFS
3525
CGC Financial Services
Oregon
$138K +$133K +406 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.