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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
WFA
3551
West Financial Advisors
Iowa
$89K -$154K -471 -64%
TWD
3552
True Wealth Design
Ohio
$87K -$16.6K -51 -17%
DCBT
3553
Dakota Community Bank & Trust
North Dakota
$85.3K -$6.53K -20 -7%
SC
3554
Sawyer & Company
Massachusetts
$82K
RWPA
3555
Richard W. Paul & Associates
Michigan
$81.5K
2L
3556
25 LLC
Missouri
$74.2K +$1.3K +4 +2%
ETC
3557
Exchange Traded Concepts
Oklahoma
$73.7K +$26.1K +80 +59%
LFASL
3558
Lugano Financial Advisors SA (LFA)
Switzerland
$71.6K +$16.3K +50 +31%
BWAM
3559
Boyd Watterson Asset Management
Ohio
$70.6K
OIS
3560
Okabena Investment Services
Minnesota
$69.2K +$64.6K +198 +3,960%
AWM
3561
Ameliora Wealth Management
Switzerland
$68.2K
IAIM
3562
Industrial Alliance Investment Management
Quebec, Canada
$66K +$63.3K +194 New
DWA
3563
Delos Wealth Advisors
Texas
$60.4K
GCM
3564
Gables Capital Management
Florida
$59.7K
HIM
3565
Hillsdale Investment Management
Ontario, Canada
$58.3K
WAM
3566
Worth Asset Management
Texas
$54.6K
EAM
3567
Eukles Asset Management
Ohio
$53.2K +$10.1K +31 +25%
EL
3568
EMFO LLC
Florida
$50.5K +$5.88K +18 +14%
RF
3569
Robinswood Financial
Washington
$47.1K +$45K +138 New
LWA
3570
Lowe Wealth Advisors
Maryland
$40.9K
MG
3571
MilWealth Group
Wisconsin
$40.2K
NOI
3572
Newton One Investments
Delaware
$39.9K
AS
3573
Altshuler Shaham
Israel
$37.2K -$7.83K -24 -18%
KC
3574
Kepos Capital
New York
$37K +$35.2K +108 New
NBT
3575
Northwest Bank & Trust
Iowa
$36.1K +$34.6K +106 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.