We are live on ! Find out more
BRK.B icon

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
MSCM
3951
McElhenny Sheffield Capital Management
Texas
– -$833K -2,379 Closed
SMH
3952
Sanders Morris Harris
Texas
– -$818K -2,336 Closed
SPW
3953
Sonoma Private Wealth
California
– -$804K -2,296 Closed
TC
3954
Toews Corporation
New Jersey
– -$771K -2,200 Closed
DP
3955
Denver PWM
Colorado
– -$735K -2,119 Closed
AWM
3956
Activest Wealth Management
Florida
– -$723K -2,063 Closed
DGAM
3957
Desjardins Global Asset Management
Quebec, Canada
– -$676K -1,929 Closed
EG
3958
Ellerson Group
Maryland
– -$671K -1,915 Closed
GHAM
3959
Gilman Hill Asset Management
Connecticut
– -$660K -1,883 Closed
PH
3960
Pinnacle Holdings
Oklahoma
– -$646K -1,843 Closed
STC
3961
Sarah T. Connolly
– -$636K -1,815 Closed
RCG
3962
Rock Creek Group
District of Columbia
– -$611K -1,743 Closed
ZCM
3963
Ziegler Capital Management
Illinois
– -$594K -1,696 Closed
CCM
3964
Crabel Capital Management
California
– -$593K -1,693 Closed
MIA
3965
Milestone Investment Advisors
Wisconsin
– -$582K -1,661 Closed
SFC
3966
Strategic Financial Concepts
Texas
– -$571K -1,630 Closed
MC
3967
Maverick Capital
Texas
– -$547K -1,561 Closed
CST
3968
Charles Schwab Trust
Nevada
– -$531K -1,517 Closed
RWM
3969
Rezny Wealth Management
Florida
– -$495K -1,412 Closed
WC
3970
Wexford Capital
Florida
– -$488K -1,393 Closed
AFG
3971
AFS Financial Group
Maryland
– -$484K -1,381 Closed
BFP
3972
Briaud Financial Planning
Texas
– -$479K -1,369 Closed
WAM
3973
Wolverine Asset Management
Illinois
– -$470K -1,340 Closed
DCM
3974
Deuterium Capital Management
Florida
– -$451K -1,296 Closed
AA
3975
AlphaQ Advisors
Florida
– -$452K -1,289 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.