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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
CAM
476
Close Asset Management
United Kingdom
$38.8M +$1.9M +5,399 +5%
GLLW
477
Graves Light Lenhart Wealth
Virginia
$38.7M -$328K -934 -0.9%
EWA
478
Exencial Wealth Advisors
Oklahoma
$38.6M -$8.42K -24 -0%
FBB
479
Fulton Breakefield Broenniman
Maryland
$38.6M +$111K +317 +0.3%
BSW
480
Buckingham Strategic Wealth
Missouri
$38.6M +$60K +171 +0.2%
CIA
481
Citadel Investment Advisory
Ohio
$38.5M -$21.4K -61 -0.1%
CS
482
Cannell & Spears
New York
$38.4M +$285K +813 +0.8%
DILIC
483
Dai-ichi Life Insurance Company
Japan
$38.3M -$863K -2,459 -2%
SC
484
SouthState Corp
Florida
$38.3M +$1.55M +4,406 +4%
CANC
485
Culbertson A N & Co
Virginia
$38.3M +$91.6K +261 +0.2%
ICP
486
Ironvine Capital Partners
Nebraska
$38.2M -$2.25M -6,416 -6%
CLOS
487
Compagnie Lombard Odier SCmA
Switzerland
$38.2M +$6.31M +17,966 +20%
N
488
Natixis
France
$38.1M -$5.19M -14,777 -12%
HWM
489
HB Wealth Management
Georgia
$37.5M +$1.14M +3,245 +3%
UH
490
Unigestion Holding
Switzerland
$37.3M +$1.67M +4,765 +5%
PIC
491
Portland Investment Counsel
Ontario, Canada
$37.2M -$36.5K -104 -0.1%
CIG
492
Cullen Investment Group
Louisiana
$37M +$36.4M +103,767 New
GA
493
Gateway Advisory
New Jersey
$37M +$15.2M +43,253 +72%
AA
494
Ancora Advisors
Ohio
$36.9M -$136K -388 -0.4%
SWA
495
SFMG Wealth Advisors
Texas
$36.7M -$256K -730 -0.7%
BMSSC
496
B. Metzler seel. Sohn & Co
Germany
$36.4M +$405K +1,155 +1%
FMII
497
Farmers & Merchants Investments Inc
Nebraska
$36.4M -$149K -425 -0.4%
WTC
498
WhitTier Trust Company
Nevada
$36.1M -$144K -409 -0.4%
PTC
499
Philadelphia Trust Company
Pennsylvania
$36.1M -$218K -622 -0.6%
TPCM
500
Templeton & Phillips Capital Management
Tennessee
$36.1M -$598K -1,704 -2%
18 19
20
21 22

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.