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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
Capstone Investment Advisors
3926
Capstone Investment Advisors
New York
– -$5.69M -16,200 Closed
JFG
3927
Jefferies Financial Group
New York
– -$5.53M -15,785 Closed
LC
3928
Lavaca Capital
Texas
– -$5.47M -15,605 Closed
EW
3929
Evoke Wealth
California
– -$5.42M -15,467 Closed
KP
3930
Kiltearn Partners
United Kingdom
– -$5.16M -14,743 Closed
AAM
3931
Alphadyne Asset Management
New York
– -$4.75M -13,565 Closed
GCM
3932
Genus Capital Management
British Columbia, Canada
– -$4.32M -12,312 Closed
TCM
3933
Teza Capital Management
Illinois
– -$3.53M -10,078 Closed
PC
3934
Permanens Capital
New York
– -$3.11M -8,870 Closed
Tudor Investment Corp
3935
Tudor Investment Corp
Connecticut
– -$2.88M -8,219 Closed
GKFF
3936
George Kaiser Family Foundation
Oklahoma
– -$2.31M -6,597 Closed
CHP
3937
Cable Hill Partners
Oregon
– -$2.3M -6,576 Closed
LNWTC
3938
Laird Norton Wetherby Trust Company
Washington
– -$2.11M -6,013 Closed
OQS
3939
Occudo Quantitative Strategies
Florida
– -$1.66M -4,750 Closed
FMN
3940
Financial Management Network
California
– -$1.49M -4,345 Closed
NFSG
3941
Newbridge Financial Services Group
Florida
– -$1.36M -3,892 Closed
RA
3942
Rational Advisors
New York
– -$1.34M -3,838 Closed
WWM
3943
WT Wealth Management
Arizona
– -$1.29M -3,693 Closed
BIA
3944
Biondo Investment Advisors
Pennsylvania
– -$1.25M -3,571 Closed
RHP
3945
Royal Harbor Partners
Texas
– -$1.21M -3,441 Closed
DCM
3946
Dupont Capital Management
Delaware
– -$1.17M -3,327 Closed
CA
3947
Corrado Advisors
New Jersey
– -$1.12M -3,209 Closed
YIH
3948
Y-Intercept (HK)
Hong Kong
– -$1.06M -3,030 Closed
WMC
3949
Westwood Management Corporation
Illinois
– -$928K -2,650 Closed
TA
3950
Trellis Advisors
Washington
– -$876K -2,501 Closed
156 157
158
159 160

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.