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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
HT
3901
Headlands Technologies
Illinois
$12.1K -$1.59M -4,533 -99%
CAM
3902
ClariVest Asset Management
California
$11.4K – – –
SC
3903
Solstein Capital
California
$10.7K – – –
CJ
3904
Caitlin John
Michigan
$10.3K +$10.2K +29 New
BCM
3905
Birch Capital Management
Texas
$9.63K – – –
PVH
3906
Psagot Value Holdings
Israel
$8K – – –
WAG
3907
Wiser Advisor Group
Arizona
$4.99K +$4.91K +14 New
SHIM
3908
Stone House Investment Management
Pennsylvania
$4.64K +$4.56K +13 New
DWM
3909
Dogwood Wealth Management
Kansas
$3.68K +$3.51K +10 New
LFASL
3910
Lugano Financial Advisors SA (LFA)
Switzerland
$3.57K -$70.2K -200 -95%
APM
3911
a16z Perennial Management
California
$3.57K +$3.51K +10 New
IWA
3912
IBEX Wealth Advisors
New Jersey
$2.64K -$2.47M -7,036 -100%
DI
3913
DRH Investments
California
$1.07K – – –
BHWM
3914
Bay Harbor Wealth Management
Maryland
$1.07K – – –
IUHSA
3915
Itau Unibanco Holding S.A.
Brazil
$715 – – –
BCMIO
3916
Beacon Capital Management Inc (Ohio)
Ohio
$34 – – –
Capital World Investors
3917
Capital World Investors
California
– -$369M -1,053,950 Closed
QP
3918
Quilter Plc
United Kingdom
– -$77.3M -477,298 Closed
Voloridge Investment Management
3919
Voloridge Investment Management
Florida
– -$103M -293,740 Closed
ACM
3920
Aquatic Capital Management
Illinois
– -$29.1M -83,000 Closed
UIM
3921
USS Investment Management
United Kingdom
– -$16.8M -48,100 Closed
Two Sigma Advisers
3922
Two Sigma Advisers
New York
– -$11.9M -34,000 Closed
FMAEN1
3923
Fund Management at Engine No 1
California
– -$9.14M -26,081 Closed
HDIM
3924
Hanson & Doremus Investment Management
Vermont
– -$6.02M -17,180 Closed
PR
3925
Payden & Rygel
California
– -$5.82M -16,600 Closed
155 156
157
158 159

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.