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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
PC
576
Pecaut & Co
Iowa
$24.8M -$273K -837 -1%
SC
577
Steginsky Capital
New York
$24.8M -$1.41M -4,325 -6%
ADEF
578
Adams Diversified Equity Fund
Maryland
$24.7M -$12.3M -37,751 -34%
PA
579
Parallel Advisors
California
$24.6M +$170K +521 +0.7%
CCB
580
Country Club Bank
Missouri
$24.5M -$543K -1,664 -2%
OMC
581
Overbrook Management Corp
New York
$24.2M -$597K -1,829 -3%
SFS
582
Solitude Financial Services
Virginia
$24.1M +$123K +377 +0.5%
WBG
583
Wharton Business Group
Pennsylvania
$24.1M -$70.2K -215 -0.3%
LI
584
LMCG Investments
Massachusetts
$24.1M -$240K -736 -1%
RC
585
RBO & Co
California
$24M -$365K -1,118 -2%
KCM
586
Kanawha Capital Management
Virginia
$23.8M +$25.5K +78 +0.1%
AFG
587
Albion Financial Group
Utah
$23.7M -$133K -406 -0.6%
SC
588
Sierra Capital
Florida
$23.6M -$2.74M -8,400 -11%
MCM
589
Mill Capital Management
North Carolina
$23.5M -$32K -98 -0.1%
AL
590
Aspiriant LLC
California
$23.5M -$269K -824 -1%
Skandinaviska Enskilda Banken (SEB)
591
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.3M +$2.36M +7,236 +12%
MPWT
592
MassMutual Private Wealth & Trust
Connecticut
$23.3M +$151K +464 +0.7%
BCM
593
Becker Capital Management
Oregon
$23.2M +$1.82M +5,572 +9%
PFPT
594
Pinnacle Financial Partners (Tennessee)
Tennessee
$23.2M +$3.11M +9,532 +16%
FSCM
595
Front Street Capital Management
Montana
$23.1M -$11M -33,765 -33%
Vontobel Holding
596
Vontobel Holding
Switzerland
$23M -$4.63M -14,189 -17%
SBWIC
597
Schaper Benz & Wise Investment Counsel
Wisconsin
$22.8M -$26.1K -80 -0.1%
MFG
598
Merit Financial Group
Georgia
$22.7M -$33K -101 -0.2%
CAMG
599
CWA Asset Management Group
Florida
$22.5M +$17.6K +54 +0.1%
FCM
600
Fairholme Capital Management
Florida
$22.5M +$2.07M +6,355 +11%

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.