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Berkshire Hathaway Class B
BRK.B

3,914 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 414 funds opening new positions, 1,530 increasing their positions, 1,401 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more first-time investments, than exits

New positions opened: 414 | Existing positions closed: 84

57% more call options, than puts

Call options by funds: $6.58B | Put options by funds: $4.2B

7% more funds holding

Funds holding: 3,644 → 3,914 (+270)

5% more capital invested

Capital invested by funds: $297B → $312B (+$15.6B)

2.16% more ownership

Funds ownership: 64.85% → 67.01% (+2.2%)

9% more repeat investments, than reductions

Existing positions increased: 1,530 | Existing positions reduced: 1,401

6% less funds holding in top 10

Funds holding in top 10: 703 → 659 (-44)

Holders
3,914
Holders Change
+270
Holders Change %
+7.41%
% of All Funds
57.06%
Holding in Top 10
659
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-6.26%
% of All Funds
9.61%
New
414
Increased
1,530
Reduced
1,401
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.45B
2
State Street
State Street
Massachusetts
+$783M
3
Deutsche Bank
Deutsche Bank
Germany
+$434M
4
BlackRock
BlackRock
New York
+$434M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$353M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$917M
2
Ameriprise
Ameriprise
Minnesota
-$432M
3
Capital World Investors
Capital World Investors
California
-$369M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$282M
5
AT
AMF Tjänstepension
Sweden
-$234M
Name Holding Trade Value Shares
Change 		Change in
Stake
LD
3751
Lipe & Dalton
New York
$216K – – –
PWA
3752
PCG Wealth Advisors
Kansas
$216K – – –
KWM
3753
Kaydan Wealth Management
Michigan
$215K – – –
BA
3754
Brightwater Advisory
Florida
$215K +$212K +603 New
PA
3755
PSI Advisors
Florida
$215K – – –
MCG
3756
McCollum Christoferson Group
New York
$214K -$63.2K -180 -23%
NME
3757
Notis-McConarty Edward
$214K – – –
IIA
3758
Integral Investment Advisors
California
$213K -$45.6K -130 -18%
GG
3759
GenWealth Group
New Jersey
$213K +$209K +596 New
PAG
3760
Paladin Advisory Group
Iowa
$211K -$98.6K -281 -32%
HPFG
3761
Hart & Patterson Financial Group
Massachusetts
$211K +$208K +592 New
IPW
3762
Invictus Private Wealth
Colorado
$211K -$10.5K -30 -5%
NCM
3763
Narwhal Capital Management
Georgia
$211K +$1.4K +4 +0.7%
DR
3764
Davis Rea
Ontario, Canada
$210K -$109K -311 -35%
TBC
3765
Ted Buchan & Co
California
$210K +$207K +590 New
MFP
3766
Meridian Financial Partners
Virginia
$210K +$203K +579 New
VRM
3767
Vectors Research Management
New York
$210K +$207K +590 New
MWM
3768
MinichMacGregor Wealth Management
New York
$210K -$4.56K -13 -2%
BIA
3769
Barry Investment Advisors
Massachusetts
$208K +$205K +584 New
CAM
3770
Clarity Asset Management
Iowa
$208K +$205K +584 New
PFA
3771
Pathway Financial Advisors
Vermont
$207K – – –
DW
3772
Durante & Waters
New York
$207K +$204K +580 New
BBP
3773
Banco BTG Pactual
Brazil
$207K +$203K +578 New
RFA
3774
RTD Financial Advisors
Pennsylvania
$207K – – –
PWM
3775
Prosperity Wealth Management
California
$207K – – –
149 150
151
152 153

BRK.B Hedge Fund Activity: Q4 2023 in Review

3,914 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2023, worth a combined $312B — up 5.3% from $297B a quarter earlier.

Buyers outnumbered sellers: 414 funds opened new BRK.B positions and 84 closed out — a net gain of 330 holders — while 1,530 added to existing stakes and 1,401 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.45B. The largest seller was Gates Foundation Trust, cutting an estimated $917M.

  • 3,914 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2023, up from 3,644 in Q3 2023.
  • Funds reported $312B of Berkshire Hathaway Class B stock for Q4 2023, up 5.3% quarter-over-quarter.
  • 414 funds opened new Berkshire Hathaway Class B positions in Q4 2023 and 84 closed out, a net change of +330 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2023 was Morgan Stanley, an estimated $8.45B added.
  • The largest Berkshire Hathaway Class B seller in Q4 2023 was Gates Foundation Trust, an estimated $917M sold.

Based on aggregated 13F filings for Q4 2023.