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Berkshire Hathaway Class B

3,550 hedge funds and large institutions have $257B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 1,371 increasing their positions, 1,400 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 96

45% more call options, than puts

Call options by funds: $5.39B | Put options by funds: $3.71B

0% less funds holding

Funds holding: 3,5653,550 (-15)

0.8% less ownership

Funds ownership: 64.71%63.91% (-0.8%)

2% less repeat investments, than reductions

Existing positions increased: 1,371 | Existing positions reduced: 1,400

7% less capital invested

Capital invested by funds: $275B → $257B (-$18.4B)

9% less funds holding in top 10

Funds holding in top 10: 695632 (-63)

Holders
3,550
Holders Change
-15
Holders Change %
-0.42%
% of All Funds
56.57%
Holding in Top 10
632
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-9.06%
% of All Funds
10.07%
New
160
Increased
1,371
Reduced
1,400
Closed
96
Calls
$5.39B
Puts
$3.71B
Net Calls
+$1.69B
Net Calls Change
-$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.35B +$9.23M +29,960 +0.7%
Invesco
27
Invesco
Georgia
$1.29B +$176M +572,152 +16%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$1.14B -$7.18M -23,300 -0.6%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$1.09B +$8M +25,963 +0.7%
Barclays
30
Barclays
United Kingdom
$1.07B -$624M -2,024,003 -37%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$1.01B +$737K +2,393 +0.1%
Ameriprise
32
Ameriprise
Minnesota
$1B -$140M -454,267 -12%
UBS Group
33
UBS Group
Switzerland
$985M -$64M -207,565 -6%
Boston Partners
34
Boston Partners
Massachusetts
$977M -$10.1M -32,828 -1%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$916M -$47.2M -153,263 -5%
Deutsche Bank
36
Deutsche Bank
Germany
$916M -$16.2M -52,691 -2%
Artisan Partners
37
Artisan Partners
Wisconsin
$880M -$35.5M -115,227 -4%
Creative Planning
38
Creative Planning
Kansas
$810M -$11.6M -37,707 -1%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$805M +$335M +1,087,760 +72%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$770M +$20.9M +67,750 +3%
RJA
41
Raymond James & Associates
Florida
$755M -$5.12M -16,624 -0.7%
Prudential Financial
42
Prudential Financial
New Jersey
$755M -$2.07M -6,729 -0.3%
QP
43
Quilter Plc
United Kingdom
$752M -$98.9M -320,967 -29%
Swedbank
44
Swedbank
Sweden
$751M +$153M +495,378 +26%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$745M -$10.4M -33,654 -1%
HighTower Advisors
46
HighTower Advisors
Illinois
$665M -$8M -25,972 -1%
Principal Financial Group
47
Principal Financial Group
Iowa
$656M +$9.82M +31,854 +2%
First Manhattan
48
First Manhattan
New York
$654M -$15.1M -48,922 -2%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$652M -$1.74M -5,634 -0.3%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$643M -$13.3M -43,228 -2%