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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
Macquarie Group
501
Macquarie Group
Australia
$31.6M -$7.75M -23,735 -20%
BMSSC
502
B. Metzler seel. Sohn & Co
Germany
$31.3M +$458K +1,403 +2%
RT
503
Rockland Trust
Massachusetts
$31.3M -$18.3K -56 -0.1%
LF
504
Lee Financial
Texas
$31.1M -$1.49M -4,555 -5%
BF
505
BOK Financial
Oklahoma
$31M -$664K -2,036 -2%
SAM
506
Silvercrest Asset Management
New York
$30.9M +$1.54M +4,731 +6%
Federated Hermes
507
Federated Hermes
Pennsylvania
$30.9M -$2.23M -6,828 -7%
GPCM
508
Greenbrier Partners Capital Management
Texas
$30.9M
GCM
509
GoodHaven Capital Management
New Jersey
$30.9M -$42.4K -130 -0.1%
HCM
510
Harspring Capital Management
New York
$30.3M -$23.2M -71,000 -44%
SAM
511
SP Asset Management
California
$30.3M +$8.49K +26 +0%
Vanguard Personalized Indexing Management
512
Vanguard Personalized Indexing Management
California
$30.2M +$3.35M +10,259 +13%
SI
513
Stephens Inc
Arkansas
$30M -$71.5K -219 -0.2%
FNBOO
514
First National Bank of Omaha
Nebraska
$29.9M +$2.74M +8,408 +11%
RFC
515
Regions Financial Corp
Alabama
$29.9M +$323K +989 +1%
NMERB
516
New Mexico Educational Retirement Board
New Mexico
$29.9M +$1.37M +4,200 +5%
Cetera Investment Advisers
517
Cetera Investment Advisers
Illinois
$29.8M +$193K +591 +0.7%
PWP
518
Private Wealth Partners
California
$29.8M +$194K +594 +0.7%
ABC
519
Associated Banc-Corp
Wisconsin
$29.6M -$194K -595 -0.7%
PCIA
520
Prime Capital Investment Advisors
Kansas
$29.6M +$6.92M +21,207 +32%
ST
521
Spinnaker Trust
Maine
$29.6M +$28.4K +87 +0.1%
BTW
522
Boston Trust Walden
Massachusetts
$29.5M +$71.1K +218 +0.3%
WIM
523
Waverton Investment Management
United Kingdom
$29.2M -$11.3M -34,650 -29%
CCA
524
Cobblestone Capital Advisors
New York
$29M +$2.6M +7,978 +10%
JIC
525
Johnson Investment Counsel
Ohio
$28.7M -$328K -1,006 -1%

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.