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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
PCH
376
Polar Capital Holdings
United Kingdom
$55.2M -$724K -2,064 -1%
MVIP
377
Mar Vista Investment Partners
California
$54.9M -$3.05M -8,683 -5%
PL
378
Parthenon LLC
Kentucky
$54.8M -$346K -985 -0.6%
LWCA
379
Locust Wood Capital Advisers
New York
$54.6M +$2.97M +8,472 +6%
AC
380
Avenir Corporation
Virginia
$54.3M -$1.1M -3,126 -2%
DP
381
DDD Partners
Washington
$54.1M -$428K -1,220 -0.8%
ACM
382
Ardent Capital Management
Ohio
$54M +$70.9K +202 +0.1%
AAS
383
Avantax Advisory Services
Texas
$53.8M +$4.97M +14,161 +10%
BCIM
384
British Columbia Investment Management
British Columbia, Canada
$53.7M +$11.5M +32,669 +28%
BPWM
385
Badgley Phelps Wealth Managers
Washington
$53.5M +$3.8M +10,836 +8%
C
386
Consulta
United Kingdom
$53.5M – – –
NAM
387
Nissay Asset Management
Japan
$53.5M +$1.87M +5,330 +4%
GIA
388
Guyasuta Investment Advisors
Pennsylvania
$53.5M +$62.1K +177 +0.1%
GIM
389
Generate Investment Management
New Zealand
$53.2M +$52.4M +149,254 New
FFA
390
First Foundation Advisors
California
$53.2M -$5.18M -14,753 -9%
AS
391
Aware Super
Australia
$52.9M +$37M +105,335 New
HP
392
Hosking Partners
United Kingdom
$52.7M -$3.85M -10,969 -7%
AWS
393
Atria Wealth Solutions
New York
$52.5M +$1.06M +3,011 +2%
Allianz Asset Management
394
Allianz Asset Management
Germany
$52.4M -$32M -91,042 -38%
Wolverine Trading
395
Wolverine Trading
Illinois
$52.4M +$27.9M +79,531 +118%
CTC
396
Central Trust Company
Missouri
$52.1M -$2.46K -7 -0%
KRS
397
Kentucky Retirement Systems
Kentucky
$51.9M +$435K +1,238 +0.9%
FCMC
398
Founders Capital Management (Connecticut)
Connecticut
$51.9M -$361K -1,028 -0.7%
SMDAM
399
Sumitomo Mitsui DS Asset Management
Japan
$51.3M +$1.07M +3,049 +2%
NIM
400
Northeast Investment Management
Massachusetts
$51.2M -$185K -528 -0.4%
14 15
16
17 18

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.