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Berkshire Hathaway Class B
BRK.B

3,550 hedge funds and large institutions have $257B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 1,371 increasing their positions, 1,400 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 96

45% more call options, than puts

Call options by funds: $5.39B | Put options by funds: $3.71B

0% less funds holding

Funds holding: 3,565 → 3,550 (-15)

0.8% less ownership

Funds ownership: 64.71% → 63.91% (-0.8%)

2% less repeat investments, than reductions

Existing positions increased: 1,371 | Existing positions reduced: 1,400

7% less capital invested

Capital invested by funds: $275B → $257B (-$18.4B)

9% less funds holding in top 10

Funds holding in top 10: 695 → 632 (-63)

Holders
3,550
Holders Change
-15
Holders Change %
-0.42%
% of All Funds
56.57%
Holding in Top 10
632
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-9.06%
% of All Funds
10.07%
New
160
Increased
1,371
Reduced
1,400
Closed
96
Calls
$5.39B
Puts
$3.71B
Net Calls
+$1.69B
Net Calls Change
-$52.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$618M
3
Bank of America
Bank of America
North Carolina
+$365M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$335M
5
Goldman Sachs
Goldman Sachs
New York
+$247M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.54B
2
State Street
State Street
Massachusetts
-$1.22B
3
GQG Partners
GQG Partners
Florida
-$686M
4
Barclays
Barclays
United Kingdom
-$624M
5
BlackRock
BlackRock
New York
-$301M
Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
3576
Wulff, Hansen & Co
California
– -$1.51M -4,882 Closed
WFI
3577
West Family Investments
California
– -$1.49M -4,819 Closed
FFG
3578
Ford Financial Group
California
– -$1.41M -4,562 Closed
FMN
3579
Financial Management Network
California
– -$1.38M -4,394 Closed
DS
3580
DRW Securities
Illinois
– -$1.26M -4,082 Closed
YIH
3581
Y-Intercept (HK)
Hong Kong
– -$1.17M -3,778 Closed
JF
3582
Jump Financial
Illinois
– -$1.13M -3,649 Closed
CA
3583
Cresta Advisors
Texas
– -$1.09M -3,532 Closed
CMS
3584
Capital Market Strategies
Florida
– -$985K -3,188 Closed
CRWM
3585
Castle Rock Wealth Management
California
– -$950K -3,055 Closed
GLAM
3586
Gardner Lewis Asset Management
Pennsylvania
– -$879K -2,847 Closed
TC
3587
Toews Corporation
New Jersey
– -$803K -2,600 Closed
RIA
3588
Retirement Investment Advisors
Oklahoma
– -$772K -2,500 Closed
ONGA
3589
O'Neil Global Advisors
California
– -$706K -2,285 Closed
GG
3590
Golden Green
South Carolina
– -$689K -2,231 Closed
CF
3591
Clarity Financial
Texas
– -$669K -2,167 Closed
PH
3592
Pinnacle Holdings
Oklahoma
– -$599K -1,939 Closed
NLP
3593
Next Level Private
New York
– -$597K -1,893 Closed
QT
3594
Quantamental Technologies
New York
– -$556K -1,800 Closed
FA
3595
Fermata Advisors
California
– -$524K -1,697 Closed
LA
3596
LBP AM
France
– -$486K -1,573 Closed
DLG
3597
Daniel L. Goodwin
– -$463K -1,500 Closed
HWP
3598
Heritage Wealth Partners
Ohio
– -$455K -1,500 Closed
RFO
3599
RiverGlades Family Offices
Florida
– -$456K -1,475 Closed
PCM
3600
Prelude Capital Management
New York
– -$455K -1,472 Closed
142 143
144
145 146

BRK.B Hedge Fund Activity: Q1 2023 in Review

3,550 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2023, worth a combined $257B — down 6.7% from $275B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new BRK.B positions and 96 closed out — a net gain of 64 holders — while 1,371 added to existing stakes and 1,400 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.4B. The largest seller was Gates Foundation Trust, cutting an estimated $1.54B.

  • 3,550 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2023, down from 3,565 in Q4 2022.
  • Funds reported $257B of Berkshire Hathaway Class B stock for Q1 2023, down 6.7% quarter-over-quarter.
  • 160 funds opened new Berkshire Hathaway Class B positions in Q1 2023 and 96 closed out, a net change of +64 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2023 was Vanguard Group, an estimated $1.4B added.
  • The largest Berkshire Hathaway Class B seller in Q1 2023 was Gates Foundation Trust, an estimated $1.54B sold.

Based on aggregated 13F filings for Q1 2023.