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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
GCM
3976
Goldstream Capital Management
Hong Kong
– -$433K -1,235 Closed
RWA
3977
Roberts Wealth Advisors
California
– -$385K -1,111 Closed
BG
3978
Benedetti & Gucer
Georgia
– -$365K -1,041 Closed
CP
3979
Covenant Partners
Tennessee
– -$344K -982 Closed
ICP
3980
Interchange Capital Partners
Pennsylvania
– -$340K -972 Closed
QC
3981
QCM Cayman
Texas
– -$331K -944 Closed
MAG
3982
MRA Advisory Group
New Jersey
– -$329K -940 Closed
CAS
3983
CTC Alternative Strategies
Illinois
– -$315K -900 Closed
PWP
3984
Pursue Wealth Partners
California
– -$281K -801 Closed
SI
3985
Symmetry Investments
Jersey
– -$272K -776 Closed
TDC
3986
Thompson Davis & Co
Virginia
– -$249K -710 Closed
BWA
3987
BlueSky Wealth Advisors
North Carolina
– -$247K -706 Closed
SEM
3988
Strategic Equity Management
Arizona
– -$240K -685 Closed
HHGA
3989
Halbert Hargrove Global Advisors
California
– -$238K -680 Closed
CFCI
3990
Comprehensive Financial Consultants Institutional
Indiana
– -$231K -659 Closed
D
3991
Dentgroup
Louisiana
– -$228K -650 Closed
CII
3992
Capital International Inc
California
– -$226K -646 Closed
LBC
3993
Lawrence B. Cohen
– -$222K -635 Closed
AI
3994
Auour Investments
Massachusetts
– -$208K -603 Closed
OPWM
3995
Oxinas Partners Wealth Management
Indiana
– -$206K -589 Closed
BWS
3996
Buck Wealth Strategies
Colorado
– -$173K -493 Closed
NC
3997
NewSquare Capital
Pennsylvania
– -$53.2K -152 Closed
AWA
3998
Authentikos Wealth Advisory
California
– -$46.2K -132 Closed
HWP
3999
Hibernia Wealth Partners
Louisiana
– -$17.2K -49 Closed
IG
4000
ING Group
Netherlands
– -$16.1K -46 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.