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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
BMCM
601
Bryn Mawr Capital Management
Pennsylvania
$22.4M -$47.3K -145 -0.2%
S
602
SignatureFD
Georgia
$22.3M +$448K +1,372 +2%
SFS
603
Sowell Financial Services
Arkansas
$22.2M +$1.98M +6,063 +10%
USCWA
604
U.S. Capital Wealth Advisors
Texas
$22.2M -$139K -426 -0.6%
PFO
605
Pathstone Family Office
New Jersey
$22.2M +$4.65M +14,244 +28%
GF
606
Gabelli Funds
New York
$22.1M
MRCM
607
M&R Capital Management
New Jersey
$22M -$104K -319 -0.5%
SRC
608
Shufro Rose & Co
New York
$22M -$484K -1,482 -2%
SNB
609
Security National Bank
Nebraska
$22M -$75.7K -232 -0.4%
NAS
610
NWF Advisory Services
California
$22M
APF
611
Alaska Permanent Fund
Alaska
$21.9M +$21M +64,207 New
TIP
612
Torray Investment Partners
Maryland
$21.9M
PCM
613
Poehling Capital Management
Wisconsin
$21.8M -$321K -984 -2%
KRSITF
614
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$21.8M -$30.7K -94 -0.1%
BFG
615
Bleakley Financial Group
New Jersey
$21.8M +$662K +2,027 +3%
RGC
616
Roberts, Glore & Co
Illinois
$21.8M -$193K -591 -0.9%
FWCM
617
Ferguson Wellman Capital Management
Oregon
$21.8M +$249K +762 +1%
GC
618
Guggenheim Capital
Illinois
$21.7M +$3.07M +9,398 +17%
BFO
619
Boston Family Office
Massachusetts
$21.6M -$569K -1,743 -3%
VDBMI
620
Van Den Berg Management I
Texas
$21.6M -$995K -3,048 -5%
TCA
621
Teewinot Capital Advisers
New York
$21.5M +$1.81M +5,561 +10%
AMI
622
Amica Mutual Insurance
Rhode Island
$21.4M -$3.36M -10,291 -14%
BEAM
623
Baker Ellis Asset Management
Washington
$21.4M +$38.2K +117 +0.2%
CA
624
Callahan Advisors
Texas
$21.3M +$303K +928 +2%
CI Investments Inc
625
CI Investments Inc
Ontario, Canada
$21M -$8.76M -26,843 -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.