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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
QL
3851
Quarry LP
New York
$77.4K +$76.2K +217 New
BWAM
3852
Boyd Watterson Asset Management
Ohio
$73.8K – – –
Marshall Wace
3853
Marshall Wace
United Kingdom
$72K -$52.9M -150,638 -100%
CFS
3854
CGC Financial Services
Oregon
$71.3K -$72.3K -206 -51%
AWM
3855
Ameliora Wealth Management
Switzerland
$71.3K – – –
AFWM
3856
Abich Financial Wealth Management
Virginia
$71.3K +$70.2K +200 New
SAM
3857
Sycomore Asset Management
France
$71K – – –
EL
3858
EMFO LLC
Florida
$68.8K – – –
PCWA
3859
Pacific Capital Wealth Advisors
California
$66.8K +$65.6K +187 New
MCM
3860
Manchester Capital Management
Vermont
$66K +$64.9K +185 New
GCM
3861
Gables Capital Management
Florida
$62.4K – – –
LTI
3862
Laffer Tengler Investments
Tennessee
$62.1K -$62.8K -179 -51%
A
3863
AJOVista
Massachusetts
$62.1K +$61.1K +174 New
AWM
3864
Able Wealth Management
New Jersey
$61.7K +$60.7K +173 New
EAM
3865
Eukles Asset Management
Ohio
$60.6K – – –
CPG
3866
Custom Portfolio Group
Colorado
$57.1K +$56.2K +160 New
IPW
3867
Impact Partnership Wealth
Georgia
$51.4K -$165K -470 -77%
ETC
3868
Exchange Traded Concepts
Oklahoma
$51K -$6.85M -19,519 -99%
RF
3869
Robinswood Financial
Washington
$49.2K – – –
RFG
3870
REAP Financial Group
Texas
$48.9K +$48.1K +137 New
KC
3871
Kepos Capital
New York
$45K +$3.16K +9 +8%
DCM
3872
Davidson Capital Management
Texas
$44.9K +$44.2K +126 New
VWWMG
3873
Vermillion & White Wealth Management Group
Pennsylvania
$44.2K +$43.5K +124 New
LWA
3874
Lowe Wealth Advisors
Maryland
$42.8K – – –
GC
3875
Gilfoyle & Co
California
$42.2K +$39K +111 New
153 154
155
156 157

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.