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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
BFA
651
Beaumont Financial Advisors
Massachusetts
$19.8M -$46.7K -143 -0.2%
CHAM
652
Clear Harbor Asset Management
Connecticut
$19.7M +$1.76M +5,395 +10%
BFIM
653
Beese Fulmer Investment Management
Ohio
$19.7M -$42.1K -129 -0.2%
EP
654
Elkhorn Partners
Nebraska
$19.6M -$193K -590 -1%
PMG
655
ProVise Management Group
Florida
$19.6M +$1.82M +5,582 +11%
GU
656
Georgetown University
District of Columbia
$19.5M
BPCE
657
Bank Pictet & Cie (Europe)
Germany
$19.4M +$3.8M +11,655 +26%
PGIM
658
Pacific Global Investment Management
California
$19.3M -$59.7K -183 -0.3%
AWM
659
Absher Wealth Management
North Carolina
$19.3M -$505K -1,547 -3%
IWC
660
Integrated Wealth Concepts
Massachusetts
$19.3M +$2.24M +6,874 +14%
KOCAA
661
Knights of Columbus Asset Advisors
Connecticut
$19.3M +$156K +477 +0.9%
UI
662
Unconventional Investor
New Hampshire
$19.2M +$275K +844 +2%
CL
663
Choreo LLC
Illinois
$19.2M -$361K -1,107 -2%
SSB
664
Sandy Spring Bank
Maryland
$19.2M +$317K +971 +2%
NMIMC
665
Northwestern Mutual Investment Management Company
Wisconsin
$19.2M -$125K -383 -0.7%
AM
666
Account Management
Massachusetts
$19.2M -$1.14M -3,500 -6%
PTB
667
Pioneer Trust Bank
Oregon
$19.2M -$268K -820 -1%
BSC
668
Brown Shipley & Co
United Kingdom
$19.1M +$18.3M +56,143 New
PWM
669
Perigon Wealth Management
California
$19.1M +$6.13M +18,782 +51%
RL
670
Ruffer LLP
United Kingdom
$19M -$5.23M -16,035 -22%
JFG
671
Jefferies Financial Group
New York
$19M +$15.9M +48,700 +687%
AIM
672
Avity Investment Management
Connecticut
$19M +$3.42M +10,493 +23%
GG
673
Greenwood Gearhart
Arkansas
$18.9M -$3.3M -10,120 -15%
SCA
674
Snowden Capital Advisors
New York
$18.8M +$1.38M +4,242 +8%
GIA
675
GHP Investment Advisors
Colorado
$18.8M +$474K +1,452 +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.