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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
SMDAM
401
Sumitomo Mitsui DS Asset Management
Japan
$45.7M +$5.76M +17,637 +15%
Wealthfront Advisers
402
Wealthfront Advisers
California
$45.4M +$894K +2,739 +2%
BPWM
403
Badgley Phelps Wealth Managers
Washington
$45.2M +$2.78M +8,508 +7%
Bank of Nova Scotia
404
Bank of Nova Scotia
Ontario, Canada
$45M -$77.9M -238,793 -64%
ACI
405
Alpha Cubed Investments
California
$44.8M +$4.3M +13,181 +11%
GIBU
406
Gulf International Bank (UK)
United Kingdom
$44.7M -$12.9M -39,544 -23%
KPWS
407
Kestra Private Wealth Services
Texas
$44.6M +$6.64M +20,358 +18%
MGIA
408
Moneta Group Investment Advisors
Missouri
$44.5M +$1.09M +3,343 +3%
LI
409
Lafayette Investments
Maryland
$44.4M -$247K -757 -0.6%
DC
410
Defender Capital
North Carolina
$44.2M -$1.25M -3,819 -3%
DCM
411
Dupont Capital Management
Delaware
$44.2M -$1.72M -5,283 -4%
HWA
412
Heritage Wealth Advisors
Virginia
$44.1M +$374K +1,147 +0.9%
DJSG
413
D.J. St. Germain
Massachusetts
$43.9M +$42M +128,780 New
FT
414
Fiduciary Trust
Massachusetts
$43.6M +$864K +2,648 +2%
SFM
415
Stack Financial Management
Montana
$43.5M +$206K +631 +0.5%
EOJOAM
416
E. Ohman J:or Asset Management
Sweden
$42.9M -$805K -2,467 -2%
RG
417
Retirement Group
California
$42.8M +$129K +394 +0.3%
HIMCH
418
Hartford Investment Management Co (HIMCO)
Connecticut
$42.7M -$8.69M -26,624 -18%
CA
419
CapWealth Advisors
Tennessee
$42.4M -$44.1K -135 -0.1%
WM
420
WS Management
Florida
$42.1M
AWM
421
Avior Wealth Management
Nebraska
$42.1M -$86.8K -266 -0.2%
ECM
422
Elgethun Capital Management
South Dakota
$41.6M +$164K +503 +0.4%
AIS
423
AM Investment Strategies
Tennessee
$41.3M -$400K -1,225 -1%
HNB
424
Huntington National Bank
Ohio
$41.2M -$548K -1,680 -1%
TNB
425
Thomasville National Bank
Georgia
$41.1M +$587K +1,799 +2%

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.