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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
GP
726
Greenline Partners
New York
$16.3M -$3.26K -10 -0%
BDA
727
Borer Denton & Associates
Pennsylvania
$16.3M +$24.5K +75 +0.2%
SEM
728
Suncoast Equity Management
Florida
$16.2M +$323K +991 +2%
CL
729
CIM LLC
New York
$16.1M -$336K -1,031 -2%
ASN
730
Advisory Services Network
Georgia
$16M +$1.37M +4,204 +10%
IMRF
731
Illinois Municipal Retirement Fund
Illinois
$16M -$1.79M -5,494 -10%
ANBT
732
American National Bank & Trust
Texas
$16M +$618K +1,893 +4%
WFG
733
Wills Financial Group
Virginia
$16M -$13.1K -40 -0.1%
SW
734
SVB Wealth
Massachusetts
$16M -$4.71M -14,425 -24%
WS
735
Wedbush Securities
California
$16M -$85.5K -262 -0.6%
TC
736
TownSquare Capital
Utah
$15.8M +$1.68M +5,141 +12%
AC
737
Aldebaran Capital
Indiana
$15.8M -$321K -985 -2%
BCM
738
Banyan Capital Management
Georgia
$15.7M -$115K -352 -0.8%
WPW
739
Waldron Private Wealth
Pennsylvania
$15.7M -$905K -2,774 -6%
MPW
740
Monterey Private Wealth
California
$15.7M +$428K +1,311 +3%
SF
741
Synovus Financial
Georgia
$15.5M -$2.06M -6,302 -12%
PWAG
742
Polaris Wealth Advisory Group
California
$15.5M -$1.58M -4,843 -10%
BG
743
Bahl & Gaynor
Ohio
$15.5M -$267K -817 -2%
UAM
744
Unison Asset Management
Florida
$15.5M +$299K +915 +2%
AWM
745
Axxcess Wealth Management
California
$15.5M +$736K +2,256 +5%
PCA
746
Pallas Capital Advisors
Massachusetts
$15.4M -$625K -1,916 -4%
WKSWA
747
White Knight Strategic Wealth Advisors
New Jersey
$15.3M -$41.4K -127 -0.3%
ECAM
748
East Coast Asset Management
Massachusetts
$15.3M -$3.03M -9,284 -17%
BFG
749
Beacon Financial Group
Texas
$15.2M -$191K -584 -1%
VA
750
Valmark Advisers
Ohio
$15.2M +$631K +1,934 +5%

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.