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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
NC
3801
Nixon Capital
Texas
$182K +$179K +510 New
TLA
3802
Tanglewood Legacy Advisors
Texas
$181K – – –
GWSA
3803
Global Wealth Strategies & Associates
Colorado
$180K – – –
BFA
3804
BBJS Financial Advisors
Washington
$178K – – –
CMBA
3805
C.M. Bidwell & Associates
Hawaii
$175K -$224K -637 -56%
FMTCOCP
3806
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$170K – – –
MLA
3807
MB, Levis & Associates
Pennsylvania
$169K – – –
QCI
3808
Quaker Capital Investments
Pennsylvania
$168K -$35.1K -100 -18%
Loomis, Sayles & Company
3809
Loomis, Sayles & Company
Massachusetts
$164K -$9.83K -28 -6%
WCM
3810
Winthrop Capital Management
Indiana
$160K +$158K +450 New
EAM
3811
Erste Asset Management
Austria
$159K -$17.6K -50 -10%
HFM
3812
Harvest Fund Management
China
$156K -$326K -929 -68%
PA
3813
Pineridge Advisors
Missouri
$156K +$153K +437 New
FRA
3814
Front Row Advisors
California
$149K -$1.2M -3,429 -89%
DPW
3815
DiNuzzo Private Wealth
Pennsylvania
$149K +$146K +417 New
MCM
3816
MidAtlantic Capital Management
Virginia
$145K +$143K +406 New
HC
3817
Hoese & Co
Minnesota
$144K – – –
DF
3818
Dunhill Financial
United Kingdom
$143K +$4.21K +12 +3%
HWM
3819
HighMark Wealth Management
Minnesota
$142K +$1.75K +5 +1%
RS
3820
Rakuten Securities
Japan
$142K +$140K +398 New
PP
3821
Pingora Partners
Wyoming
$142K +$139K +397 New
SC
3822
Steph & Co
Wisconsin
$139K -$4.21K -12 -3%
GCS
3823
Gordian Capital (Singapore)
Singapore
$138K – – –
CCMW
3824
Cypress Capital Management (Wyoming)
Wyoming
$136K – – –
BI
3825
Bramshill Investments
Florida
$134K – – –
151 152
153
154 155

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.