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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
SC
476
SouthState Corp
Florida
$35.1M -$264K -809 -0.8%
TPCM
477
Templeton & Phillips Capital Management
Tennessee
$35.1M +$3.26K +10 +0%
WTC
478
WhitTier Trust Company
Nevada
$34.6M +$57.4K +176 +0.2%
Millennium Management
479
Millennium Management
New York
$34.5M -$38M -116,552 -54%
BCI
480
Brinker Capital Investments
Pennsylvania
$34.4M +$432K +1,325 +1%
OPS
481
Orion Portfolio Solutions
Nebraska
$34.4M +$432K +1,325 +1%
HWM
482
HB Wealth Management
Georgia
$33.9M +$1.97M +6,047 +6%
LC
483
Lincoln Capital
Nebraska
$33.7M -$33.9K -104 -0.1%
CAM
484
Close Asset Management
United Kingdom
$33.7M +$1.45M +4,452 +5%
MWM
485
Modera Wealth Management
New Jersey
$33.7M +$7.81M +23,917 +32%
EH
486
Equitable Holdings
New York
$33.5M +$1.95M +5,975 +6%
JWA
487
JFS Wealth Advisors
Pennsylvania
$33.3M -$189K -580 -0.6%
FNT
488
First Nebraska Trust
Nebraska
$33M -$50.6K -155 -0.2%
ACG
489
Allen Capital Group
Nebraska
$32.9M +$1.35M +4,132 +4%
GJCM
490
Grand Jean Capital Management
California
$32.8M -$85.5K -262 -0.3%
PP
491
Prospector Partners
Connecticut
$32.8M -$5.85M -17,930 -16%
MGIA
492
Matthew Goff Investment Advisor
Texas
$32.7M +$362K +1,108 +1%
EIM
493
Ervin Investment Management
Washington
$32.6M -$879K -2,694 -3%
HCM
494
Hutchinson Capital Management
California
$32.4M -$1.17M -3,600 -4%
WCA
495
Waratah Capital Advisors
Ontario, Canada
$32.3M -$3.83M -11,721 -11%
Two Sigma Advisers
496
Two Sigma Advisers
New York
$32.3M +$30.9M +94,700 New
NIMI
497
Natixis Investment Managers International
France
$32.1M +$6.93M +21,220 +29%
TNA
498
True North Advisors
Texas
$31.9M -$87.1K -267 -0.3%
WWM
499
Western Wealth Management
Colorado
$31.9M +$11.4M +35,038 +60%
WorldQuant Millennium Advisors
500
WorldQuant Millennium Advisors
New York
$31.7M -$13.2M -40,506 -30%

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.