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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
OWM
3776
Orgel Wealth Management
Wisconsin
$206K +$203K +578 New
B
3777
Barings
North Carolina
$206K -$64.6K -184 -24%
CWA
3778
CM Wealth Advisors
Ohio
$206K -$84.2K -240 -29%
SFCL
3779
Strengthening Families & Communities LLC
Massachusetts
$205K – – –
CP
3780
Castleview Partners
Texas
$205K +$20K +57 +11%
CBB
3781
Citizens Business Bank
California
$205K +$201K +574 New
JWM
3782
Jeppson Wealth Management
California
$204K – – –
FBT
3783
First Bankers Trust
Kentucky
$204K – – –
QCIG
3784
Quad-Cities Investment Group
Iowa
$204K +$194K +554 New
BFP
3785
Brewster Financial Planning
New York
$203K +$200K +570 New
WAM
3786
Walker Asset Management
Missouri
$203K +$200K +570 New
RA
3787
Regis Acquisition
Colorado
$202K +$198K +565 New
AFS
3788
Axiom Financial Strategies
Indiana
$201K +$198K +563 New
HKIMG
3789
Hutchens & Kramer Investment Management Group
Indiana
$200K -$138K -392 -41%
O3W
3790
Omni 360 Wealth
New Jersey
$200K +$197K +561 New
TC
3791
Touchstone Capital
Pennsylvania
$200K +$197K +561 New
RDIA
3792
RE Dickinson Investment Advisors
Iowa
$198K +$135K +384 +2%
TAM
3793
Tucker Asset Management
Colorado
$196K – – –
JFG
3794
JDM Financial Group
Texas
$193K – – –
SIA
3795
Sit Investment Associates
Minnesota
$190K – – –
CAM
3796
Chesapeake Asset Management
New York
$187K -$2.46K -7 -1%
CWAF
3797
Core Wealth Advisors (Florida)
Florida
$187K +$37.2K +106 +25%
TCM
3798
TD Capital Management
Tennessee
$185K +$175K +500 +2,500%
RL
3799
Rogco LP
Oklahoma
$185K +$1.75K +5 +1%
OSNBOA
3800
Old Second National Bank of Aurora
Illinois
$184K – – –
150 151
152
153 154

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.