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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
SYBT
426
Stock Yards Bank & Trust
Kentucky
$41.1M -$198K -606 -0.5%
LWCA
427
Locust Wood Capital Advisers
New York
$41M +$4.53M +13,876 +13%
SDWIA
428
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$40.6M -$2.29K -7 -0%
HIC
429
Harvey Investment Company
Kentucky
$40.4M +$926K +2,838 +2%
IC
430
IEQ Capital
California
$40.2M +$1.14M +3,499 +3%
VFA
431
Valeo Financial Advisors
Indiana
$40M -$55.5K -170 -0.1%
BCIM
432
British Columbia Investment Management
British Columbia, Canada
$40M +$329K +1,008 +0.9%
NFGCM
433
Norman Fields Gottscho Capital Management
New York
$39.9M -$121K -371 -0.3%
LSV Asset Management
434
LSV Asset Management
Illinois
$39.6M -$5.9M -18,090 -13%
TCOV
435
Trust Company of Vermont
Vermont
$39.5M +$362K +1,108 +1%
SC
436
Saybrook Capital
North Carolina
$39.3M +$754K +2,310 +2%
ACM
437
Academy Capital Management
Texas
$39.3M -$220K -674 -0.6%
AMAL
438
Asset Management Advisors LLC
Oklahoma
$39.3M -$374K -1,146 -1%
UH
439
Unigestion Holding
Switzerland
$39.2M -$1.92M -5,889 -5%
CBCM
440
Cook & Bynum Capital Management
Alabama
$39.2M
Daiwa Securities Group
441
Daiwa Securities Group
Japan
$38.8M +$922K +2,825 +3%
ICP
442
Ironvine Capital Partners
Nebraska
$38.6M -$319K -976 -0.9%
SSWM
443
Smith Salley Wealth Management
North Carolina
$38.5M +$489K +1,499 +1%
AT
444
Avalon Trust
New Mexico
$38.5M -$240K -735 -0.6%
GLLW
445
Graves Light Lenhart Wealth
Virginia
$38.4M -$75.4K -231 -0.2%
MLL
446
Moody Lynn & Lieberson
Massachusetts
$37.9M +$3.16M +9,679 +10%
Pacer Advisors
447
Pacer Advisors
Pennsylvania
$37.9M -$429K -1,315 -1%
MCM
448
MAI Capital Management
Ohio
$37.8M +$2.4M +7,342 +7%
EWA
449
Exencial Wealth Advisors
Oklahoma
$37.6M +$442K +1,353 +1%
Acadian Asset Management
450
Acadian Asset Management
Massachusetts
$37.6M -$13.2M -40,504 -27%

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.