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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
ECU
3676
Eisler Capital (US)
New York
-$359K -1,100 Closed
LSIA
3677
LaSalle St. Investment Advisors
Illinois
-$302K -979 Closed
EWM
3678
Elite Wealth Management
Washington
-$299K -967 Closed
HFRG
3679
Houlihan Financial Resource Group
Virginia
-$295K -957 Closed
WMS
3680
Wealth Management Solutions
Pennsylvania
-$289K -936 Closed
IIA
3681
Integral Investment Advisors
California
-$286K -926 Closed
DBIA
3682
Dumont & Blake Investment Advisors
New Jersey
-$278K -900 Closed
FA
3683
Faithward Advisors
Pennsylvania
-$278K -863 Closed
M1FG
3684
Mach-1 Financial Group
Arkansas
-$57.3M -810 Closed
CFA
3685
Compass Financial Advisors
Indiana
-$250K -809 Closed
DA
3686
Detalus Advisors
Missouri
-$236K -763 Closed
SCA
3687
Scott Capital Advisors
Oregon
-$233K -753 Closed
CGPCS
3688
Capital Group Private Client Services
California
-$229K -742 Closed
MM
3689
MQS Management
New York
-$221K -717 Closed
TIA
3690
Tandem Investment Advisors
South Carolina
-$212K -687 Closed
RWM
3691
Reston Wealth Management
Virginia
-$202K -653 Closed
AFS
3692
Axiom Financial Strategies
Indiana
-$201K -651 Closed
CSS
3693
Cubist Systematic Strategies
Connecticut
-$114K -350 Closed
MFG
3694
Monumental Financial Group
Maryland
-$68K -220 Closed
SC
3695
Schubert & Co
Texas
-$46.9K -152 Closed
IG
3696
ING Group
Netherlands
-$19.5K -63 Closed
MWC
3697
MBM Wealth Consultants
Missouri
-$15K -50 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.