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Berkshire Hathaway Class B

3,607 hedge funds and large institutions have $299B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,364 increasing their positions, 1,447 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 89

81% more call options, than puts

Call options by funds: $6.86B | Put options by funds: $3.8B

16% more capital invested

Capital invested by funds: $257B → $299B (+$41.7B)

3% more funds holding in top 10

Funds holding in top 10: 633650 (+17)

2% more funds holding

Funds holding: 3,5533,607 (+54)

1.1% more ownership

Funds ownership: 63.94%65.03% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 1,364 | Existing positions reduced: 1,447

Holders
3,607
Holders Change
+54
Holders Change %
+1.52%
% of All Funds
56.6%
Holding in Top 10
650
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.69%
% of All Funds
10.2%
New
176
Increased
1,364
Reduced
1,447
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
376
Qube Research & Technologies (QRT)
United Kingdom
$49.5M +$41.5M +127,059 New
NIM
377
Northeast Investment Management
Massachusetts
$49.3M -$604K -1,850 -1%
ACM
378
Ardent Capital Management
Ohio
$49.1M +$598K +1,833 +1%
GT
379
Greenleaf Trust
Michigan
$49M -$1.02M -3,117 -2%
CCB
380
Cutter & Co Brokerage
Missouri
$49M +$119K +365 +0.3%
KRS
381
Kentucky Retirement Systems
Kentucky
$48.9M +$302K +924 +0.6%
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$48.8M +$658K +2,015 +1%
MJRIC
383
Mogy Joel R Investment Counsel
California
$48.7M +$31.3K +96 +0.1%
Lido Advisors
384
Lido Advisors
California
$48.6M +$121K +370 +0.3%
NPF
385
Norris Perne & French
Michigan
$48.1M -$91.4K -280 -0.2%
AWS
386
Atria Wealth Solutions
New York
$48M +$1.27M +3,882 +3%
AZ
387
Aquamarine Zurich
Switzerland
$47.9M
MSRPS
388
Maryland State Retirement & Pension System
Maryland
$47.8M -$827K -2,535 -2%
NAM
389
Nissay Asset Management
Japan
$47.6M -$852K -2,609 -2%
PCM
390
Parsons Capital Management
Rhode Island
$47.5M -$2.29K -7 -0%
OPERF
391
Oregon Public Employees Retirement Fund
Oregon
$47.3M -$193K -590 -0.4%
IIM
392
INTECH Investment Management
Florida
$47.3M -$18.4M -56,385 -29%
NA
393
NewEdge Advisors
Louisiana
$46.8M +$2.25M +6,883 +5%
AAS
394
Avantax Advisory Services
Texas
$46.8M -$386K -1,182 -0.9%
Capital Fund Management (CFM)
395
Capital Fund Management (CFM)
France
$46.7M +$44.7M +137,032 New
BBVA
396
Banco Bilbao Vizcaya Argentaria
Spain
$46.6M -$2.99M -9,174 -6%
WF
397
Welch & Forbes
Massachusetts
$46.5M +$706K +2,163 +2%
BB
398
Busey Bank
Illinois
$46.3M -$195K -597 -0.4%
SWM
399
Segment Wealth Management
Texas
$46.1M -$520K -1,592 -1%
DZ Bank
400
DZ Bank
Germany
$46M +$10.5M +32,036 +31%

BRK.B Hedge Fund Activity: Q2 2023 in Review

3,607 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2023, worth a combined $299B — up 16% from $257B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new BRK.B positions and 89 closed out — a net gain of 87 holders — while 1,364 added to existing stakes and 1,447 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.78B. The largest seller was Bank of America, cutting an estimated $559M.

  • 3,607 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2023, up from 3,553 in Q1 2023.
  • Funds reported $299B of Berkshire Hathaway Class B stock for Q2 2023, up 16% quarter-over-quarter.
  • 176 funds opened new Berkshire Hathaway Class B positions in Q2 2023 and 89 closed out, a net change of +87 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2023 was Gates Foundation Trust, an estimated $1.78B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2023 was Bank of America, an estimated $559M sold.

Based on aggregated 13F filings for Q2 2023.