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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
NFG
551
Nations Financial Group
Iowa
$26.6M +$988K +3,027 +4%
CU
552
CQS (US)
New York
$26.6M +$25.5M +78,003 New
MLICM
553
Metropolitan Life Insurance Company (MetLife)
New York
$26.5M -$937K -2,872 -4%
LNC
554
Lincoln National Corp
Pennsylvania
$26.5M -$744K -2,279 -3%
SIM
555
Sprucegrove Investment Management
Ontario, Canada
$26.3M -$4.99M -15,276 -17%
RDWM
556
Red Door Wealth Management
Tennessee
$26.3M +$17M +51,967 +207%
MA
557
Menlo Advisors
California
$26.2M -$426K -1,305 -2%
LGF
558
LGT Group Foundation
Liechtenstein
$26.2M -$125K -382 -0.5%
PAS
559
Professional Advisory Services
Florida
$26.2M -$939K -2,876 -4%
AssetMark Inc
560
AssetMark Inc
California
$26.2M +$299K +916 +1%
FCBT
561
First Citizens Bank & Trust
North Carolina
$25.9M +$4.39M +13,437 +21%
MAM
562
Magellan Asset Management
Australia
$25.9M
HF
563
HRT Financial
New York
$25.8M +$24.7M +75,647 New
API
564
Advisor Partners II
California
$25.7M +$76.7K +235 +0.3%
FCH
565
Freestone Capital Holdings
Washington
$25.7M +$1.1M +3,357 +5%
LOPW
566
Live Oak Private Wealth
North Carolina
$25.6M +$65.3K +200 +0.3%
SS
567
Simplicity Solutions
Minnesota
$25.5M -$3.04M -9,317 -11%
SAM
568
Shell Asset Management
Netherlands
$25.4M -$870K -2,666 -3%
UCB
569
United Community Bank
South Carolina
$25.4M -$515K -1,579 -2%
H
570
HoyleCohen
California
$25.4M -$47.3K -145 -0.2%
LKIM
571
Lawson Kroeker Investment Management
Nebraska
$25.3M -$320K -982 -1%
KP
572
Kiltearn Partners
United Kingdom
$25.2M -$751K -2,300 -3%
AIM
573
Achmea Investment Management
Netherlands
$25.2M +$7.22M +22,120 +43%
BFS
574
Bard Financial Services
Connecticut
$25.2M -$326K -1,000 -1%
TSW
575
Thompson Siegel & Walmsley
Virginia
$25.1M -$638K -1,955 -3%

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.