We are live on ! Find out more
BRK.B icon

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
TCM
3601
TD Capital Management
Tennessee
$6.82K
CAM
3602
ClariVest Asset Management
California
$6K
UFF
3603
USA Financial Formulas
Michigan
$4.77K
MIM
3604
Macroview Investment Management
Maryland
$3.41K -$4.9K -15 -60%
DI
3605
DRH Investments
California
$1.02K
PI
3606
PEAK6 Investments
Illinois
$733 -$2.51M -7,696 -100%
CJL
3607
Cyrus J. Lawrence
New York
$131
Comerica Bank
3608
Comerica Bank
Texas
$4 +$296K +906 New
Handelsbanken Fonder
3609
Handelsbanken Fonder
Sweden
-$98.4M -318,678 Closed
LGWM
3610
Litman Gregory Wealth Management
California
-$17.2M -55,481 Closed
F1I
3611
Fund 1 Investments
Puerto Rico
-$15.4M -50,000 Closed
SA
3612
Sycale Advisors
New York
-$13M -42,200 Closed
FFG
3613
Frisch Financial Group
New York
-$11.6M -37,536 Closed
CLOS
3614
Compagnie Lombard Odier SCmA
Switzerland
-$11.3M -36,490 Closed
Renaissance Technologies
3615
Renaissance Technologies
New York
-$10.5M -33,846 Closed
MA
3616
MYDA Advisors
New York
-$9.88M -32,000 Closed
WWA
3617
WCG Wealth Advisors
Nevada
-$9.7M -31,418 Closed
GFP
3618
Gryphon Financial Partners
Ohio
-$8.75M -28,329 Closed
DFG
3619
Delta Financial Group
New Jersey
-$8.47M -27,432 Closed
CGA
3620
Compound Global Advisors
Washington
-$8.39M -27,182 Closed
GAM
3621
Grandview Asset Management
Pennsylvania
-$6.21M -20,104 Closed
GBWM
3622
Granite Bay Wealth Management
New Hampshire
-$4.89M -15,829 Closed
PCM
3623
Prana Capital Management
Connecticut
-$4.67M -15,122 Closed
NMC
3624
Nine Masts Capital
Hong Kong
-$4.62M -14,948 Closed
AI
3625
Ariel Investments
Illinois
-$4M -12,950 Closed

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.