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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
SAM
451
Securian Asset Management
Minnesota
$41.1M -$5.49M -15,640 -12%
CBCM
452
Cook & Bynum Capital Management
Alabama
$41M – – –
ZIG
453
Zurich Insurance Group
Switzerland
$40.9M -$102M -289,202 -72%
EMPI
454
Elo Mutual Pension Insurance
Finland
$40.7M +$2.01M +5,735 +5%
BB
455
Busey Bank
Illinois
$40.7M -$6.9M -19,651 -15%
AMAL
456
Asset Management Advisors LLC
Oklahoma
$40.7M -$206K -587 -0.5%
WI
457
Wintrust Investments
Illinois
$40.6M +$1.03M +2,939 +3%
SYBT
458
Stock Yards Bank & Trust
Kentucky
$40.5M -$2.21M -6,303 -5%
ACM
459
Academy Capital Management
Texas
$40.4M -$420K -1,197 -1%
TCOV
460
Trust Company of Vermont
Vermont
$40.4M -$2M -5,695 -5%
DC
461
Defender Capital
North Carolina
$40.1M -$2.35M -6,686 -6%
NFGCM
462
Norman Fields Gottscho Capital Management
New York
$40M -$391K -1,115 -1%
SC
463
Saybrook Capital
North Carolina
$40M -$233K -664 -0.6%
GCM
464
GoodHaven Capital Management
New Jersey
$39.8M +$7.39M +21,050 +23%
IIM
465
INTECH Investment Management
Florida
$39.7M -$857K -2,442 -2%
MSE
466
MUFG Securities EMEA
United Kingdom
$39.6M +$39M +111,000 New
MLL
467
Moody Lynn & Lieberson
Massachusetts
$39.6M -$46.3K -132 -0.1%
CWM
468
Chemistry Wealth Management
New York
$39.5M +$349K +994 +0.9%
PA
469
Pinnacle Associates
New York
$39.5M +$158K +449 +0.4%
NC
470
Nitorum Capital
New York
$39.4M +$786K +2,240 +2%
LSERS
471
Louisiana State Employees Retirement System
Louisiana
$39.2M -$1.05M -3,000 -3%
RWP
472
RWA Wealth Partners
Massachusetts
$39.2M +$28.3M +80,689 +277%
GIBU
473
Gulf International Bank (UK)
United Kingdom
$39M -$3.36M -9,566 -8%
NCM
474
New Capital Management
Texas
$39M -$600K -1,710 -2%
VPIM
475
Vanguard Personalized Indexing Management
California
$38.9M +$3.69M +10,517 +11%
17 18
19
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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.