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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
ACM
3526
Antonetti Capital Management
Florida
$138K -$4.9K -15 -4%
HC
3527
Hoese & Co
Minnesota
$136K
SC
3528
Steph & Co
Wisconsin
$133K
GCS
3529
Gordian Capital (Singapore)
Singapore
$132K
CCMW
3530
Cypress Capital Management (Wyoming)
Wyoming
$130K
DWA
3531
Dougherty Wealth Advisers
Minnesota
$130K
RTL
3532
Red Tortoise LLC
Georgia
$130K +$2.29K +7 +2%
HWM
3533
HighMark Wealth Management
Minnesota
$126K
GAG
3534
Goodman Advisory Group
Massachusetts
$125K -$26.1K -80 -18%
DF
3535
DecisionPoint Financial
Arizona
$124K
GWMI
3536
Guardian Wealth Management (Illinois)
Illinois
$124K +$60.1K +184 +102%
RWM
3537
Ruedi Wealth Management
Illinois
$124K
DF
3538
Dunhill Financial
United Kingdom
$121K +$112K +344 New
PG
3539
Prostatis Group
Maryland
$116K +$8.88M +27,201 New
WWM
3540
Wolff Wiese Magana
California
$116K
SC
3541
Soundwatch Capital
Connecticut
$116K +$71.6M +219,320 New
CAM
3542
Chesapeake Asset Management
New York
$112K +$2.61K +8 +3%
FFC
3543
First Financial Corp
Indiana
$108K -$1.3K -4 -1%
FMTCOCP
3544
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$108K -$6.85K -21 -6%
RVM
3545
Robinson Value Management
Texas
$106K +$101K +310 New
OA
3546
Operose Advisors
Wisconsin
$102K
CAS
3547
Coppell Advisory Solutions
Texas
$99.5K +$96.3K +295 New
ARS
3548
Adirondack Retirement Specialists
New York
$96.5K
SCM
3549
Silvant Capital Management
Georgia
$96.5K
WTA
3550
Washington Trust Advisors
Massachusetts
$93.8K

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.