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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
SIC
351
Salem Investment Counselors
North Carolina
$56.2M -$163K -500 -0.3%
HP
352
Hosking Partners
United Kingdom
$56M +$3.95M +12,094 +8%
CPIG
353
Chicago Partners Investment Group
Illinois
$55.9M +$1.8M +5,525 +4%
TRSOTSOK
354
Teachers Retirement System of the State of Kentucky
Kentucky
$55.3M -$3.09M -9,467 -6%
SDIC
355
South Dakota Investment Council
South Dakota
$55.2M -$3.34M -10,223 -6%
BBI
356
Baxter Bros Inc
Connecticut
$54.7M +$252K +771 +0.5%
CA
357
Cetera Advisors
Colorado
$53.6M +$391K +1,197 +0.8%
SG Americas Securities
358
SG Americas Securities
New York
$53.6M +$49.8M +152,508 +3,354%
PL
359
Parthenon LLC
Kentucky
$53.2M -$45.7K -140 -0.1%
AC
360
Avenir Corporation
Virginia
$53.2M -$27.4K -84 -0.1%
DP
361
DDD Partners
Washington
$53M -$4.71M -14,436 -9%
CAI
362
Capital Advisors Inc
Oklahoma
$53M +$1.61M +4,936 +3%
IGGA
363
Iron Gate Global Advisors
Utah
$52.9M +$517K +1,584 +1%
SLAM
364
Swiss Life Asset Management
$52.9M -$3.42M -10,494 -6%
IFS
365
Intelligent Financial Strategies
Minnesota
$52.6M +$4.19M +12,830 +9%
BAM
366
Burgundy Asset Management
Ontario, Canada
$52.5M -$7.37M -22,571 -13%
MAM
367
Martingale Asset Management
Massachusetts
$52M +$11.3M +34,666 +29%
Hudson Bay Capital Management
368
Hudson Bay Capital Management
Connecticut
$51.8M -$83.2M -255,000 -63%
CA
369
Cornerstone Advisors
North Carolina
$51.7M -$18M -55,300 -27%
GIA
370
Guyasuta Investment Advisors
Pennsylvania
$50.9M -$356K -1,090 -0.7%
LAM
371
Lountzis Asset Management
Pennsylvania
$50.6M -$1.79M -5,493 -4%
FCMC
372
Founders Capital Management (Connecticut)
Connecticut
$50.6M -$555K -1,699 -1%
CTC
373
Central Trust Company
Missouri
$50M -$909K -2,786 -2%
Luther King Capital Management (LKCM)
374
Luther King Capital Management (LKCM)
Texas
$49.7M +$622K +1,907 +1%
SAM
375
Securian Asset Management
Minnesota
$49.6M -$1.2M -3,684 -2%

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.