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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
Wells Fargo
26
Wells Fargo
California
$1.51B +$19.1M +58,517 +1%
AllianceBernstein
27
AllianceBernstein
Tennessee
$1.46B -$429M -1,313,871 -24%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$1.44B +$233M +712,698 +20%
UBS AM
29
UBS AM
Illinois
$1.36B
Invesco
30
Invesco
Georgia
$1.21B -$197M -604,050 -15%
UBS Group
31
UBS Group
Switzerland
$1.18B +$83.9M +257,175 +8%
Deutsche Bank
32
Deutsche Bank
Germany
$1.12B +$101M +308,576 +10%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$1.1B -$158M -482,594 -13%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.1B -$11.8M -36,126 -1%
Ameriprise
35
Ameriprise
Minnesota
$1.09B -$19M -58,186 -2%
Capital Research Global Investors
36
Capital Research Global Investors
California
$1.02B -$558M -1,710,749 -36%
Boston Partners
37
Boston Partners
Massachusetts
$1.01B -$63.6M -194,760 -6%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$971M -$39.2M -120,129 -4%
Artisan Partners
39
Artisan Partners
Wisconsin
$964M -$7.95M -24,352 -0.9%
Creative Planning
40
Creative Planning
Kansas
$900M +$5.05M +15,488 +0.6%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$871M +$274M +840,631 +49%
RJA
42
Raymond James & Associates
Florida
$828M -$6.25M -19,144 -0.8%
Prudential Financial
43
Prudential Financial
New Jersey
$818M -$14.9M -45,541 -2%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$803M -$19.6M -60,169 -2%
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$792M +$80.7M +247,199 +12%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$770M +$87.2M +267,247 +13%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$767M +$44.2M +135,493 +6%
HighTower Advisors
48
HighTower Advisors
Illinois
$758M +$23M +70,379 +3%
First Manhattan
49
First Manhattan
New York
$714M -$8.28M -25,384 -1%
Principal Financial Group
50
Principal Financial Group
Iowa
$699M -$24.3M -74,383 -4%

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.