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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
SI
3651
Symmetry Investments
Jersey
-$926K -3,000 Closed
FC
3652
Financial Consulate
Maryland
-$925K -2,995 Closed
WFM
3653
Wolff Financial Management
Michigan
-$916K -2,966 Closed
BCM
3654
Bienville Capital Management
New York
-$846K -2,739 Closed
AG
3655
AIA Group
Hong Kong
-$837K -2,712 Closed
DFA
3656
DHJJ Financial Advisors
Illinois
-$828K -2,681 Closed
GQG Partners
3657
GQG Partners
Florida
-$808K -2,618 Closed
PMEF
3658
Point72 Middle East FZE
United Arab Emirates
-$837K -2,565 Closed
CWA
3659
Clarus Wealth Advisors
Arizona
-$753K -2,408 Closed
AWM
3660
Activest Wealth Management
Florida
-$727K -2,364 Closed
RCM
3661
Radnor Capital Management
Pennsylvania
-$720K -2,331 Closed
OWM
3662
OneAscent Wealth Management
Alabama
-$678K -2,195 Closed
SI
3663
SimpliFi Inc
California
-$664K -2,150 Closed
HI
3664
HBK Investments
Texas
-$656K -2,126 Closed
MIA
3665
Milestone Investment Advisors
Wisconsin
-$513K -1,661 Closed
BWM
3666
BCS Wealth Management
Tennessee
-$502K -1,627 Closed
CC
3667
Corton Capital
Ontario, Canada
-$462K -1,496 Closed
OFS
3668
OneAscent Financial Services
Alabama
-$439K -1,422 Closed
AC
3669
Anson Capital
Georgia
-$417K -1,349 Closed
LCWP
3670
Legacy Capital Wealth Partners
Arkansas
-$417K -1,349 Closed
TWM
3671
Trevian Wealth Management
Massachusetts
-$397K -1,287 Closed
CM
3672
Capula Management
Cayman Islands
-$387K -1,253 Closed
DU
3673
Delphia (USA)
Ontario, Canada
-$379K -1,228 Closed
MWP
3674
Meredith Wealth Planning
Illinois
-$369K -1,194 Closed
MIG
3675
McGuire Investment Group
Rhode Island
-$349K -1,129 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.