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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
PF
3626
Phoenix Financial
Israel
-$3.84M -12,528 Closed
ETH
3627
Exos TFP Holdings
New York
-$3.58M -11,610 Closed
Capstone Investment Advisors
3628
Capstone Investment Advisors
New York
-$3.4M -10,405 Closed
GCM
3629
Gladius Capital Management
Illinois
-$3.39M -10,397 Closed
WAM
3630
Weiss Asset Management
Massachusetts
-$2.94M -9,506 Closed
ZIC
3631
ZWJ Investment Counsel
Georgia
-$2.46M -7,959 Closed
AFM
3632
Anson Funds Management
Texas
-$2.16M -7,000 Closed
LOAMS
3633
Lombard Odier Asset Management (Switzerland)
Switzerland
-$2.09M -6,783 Closed
KAH
3634
Kathryn A. Hall
-$2.04M -6,600 Closed
MADR
3635
Milestones Administradora de Recursos
Brazil
-$1.95M -6,330 Closed
QCM
3636
Qsemble Capital Management
New York
-$1.7M -5,500 Closed
CAGAS
3637
Capital Advisory Group Advisory Services
Minnesota
-$1.59M -5,140 Closed
ORAM
3638
One River Asset Management
Connecticut
-$1.58M -4,842 Closed
FC
3639
Fiduciary Counselling
Minnesota
-$1.39M -4,500 Closed
LWAM
3640
Legacy Wealth Asset Management
Minnesota
-$1.39M -4,497 Closed
MGIM
3641
M&G Investment Management
United Kingdom
-$1.34M -4,331 Closed
AAF
3642
Andra AP-fonden
Sweden
-$1.27M -4,100 Closed
Nomura Holdings
3643
Nomura Holdings
Japan
-$1.25M -4,055 Closed
WAS
3644
Wealth Advisory Solutions
Indiana
-$1.09M -3,522 Closed
BCM
3645
Basso Capital Management
Connecticut
-$1.06M -3,425 Closed
FRM
3646
Fox Run Management
Connecticut
-$1.05M -3,393 Closed
CA
3647
Corrado Advisors
New Jersey
-$992K -3,212 Closed
CFO
3648
Colony Family Offices
North Carolina
-$967K -3,132 Closed
KBG
3649
Kahn Brothers Group
New York
-$959K -3,107 Closed
SPP
3650
Single Point Partners
Massachusetts
-$944K -3,058 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.