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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
BHWM
3576
Bay Harbor Wealth Management
Maryland
$35.1K +$32.6K +100 +3,333%
CAM
3577
Capco Asset Management
Florida
$34.1K
LIA
3578
Luken Investment Analytics
Tennessee
$34.1K
PFG
3579
Piershale Financial Group
Illinois
$34.1K
PP
3580
PrairieView Partners
Minnesota
$34K
WTG
3581
West Tower Group
Virginia
$33.8K +$32.3K +99 New
BCA
3582
Bray Capital Advisors
Florida
$33.1K
SCA
3583
Stuart Chaussee & Associates
California
$29.7K +$10.8K +33 +61%
SWM
3584
Sanctuary Wealth Management
Idaho
$29.7K +$28.4K +87 New
NC
3585
NewSquare Capital
Pennsylvania
$29K +$20.6K +63 +286%
TAIM
3586
TD Ameritrade Investment Management
Nebraska
$28K +$1.96K +6 +8%
EIM
3587
Essex Investment Management
Massachusetts
$25.9K
FGAM
3588
Financial Gravity Asset Management
Texas
$24.1K +$312K +956 +28%
VF
3589
VitalStone Financial
Texas
$21K +$2.94K +9 +15%
RG
3590
Richelieu Gestion
France
$14K +$6.53K +20 +100%
KC
3591
Kenfarb & Co
Kentucky
$13K
RCM
3592
Ravenstone Capital Management
$13K
PS
3593
PayPay Securities
Japan
$12.6K -$3.92K -12 -24%
HF
3594
Halpern Financial
Virginia
$10.2K
SC
3595
Solstein Capital
California
$10.2K
BCM
3596
Birch Capital Management
Texas
$9.21K -$23.8K -73 -73%
First Eagle Investment Management
3597
First Eagle Investment Management
New York
$8.87K
CIA
3598
Cape Investment Advisory
Georgia
$8.53K +$8.16K +25 New
LSA
3599
Lansing Street Advisors
Pennsylvania
$8.18K
PVH
3600
Psagot Value Holdings
Israel
$8K +$7.51K +23 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.