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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
IWA
751
Intercontinental Wealth Advisors
Texas
$15.1M +$650K +1,992 +5%
PAIM
752
Punch & Associates Investment Management
Minnesota
$15.1M -$86.2K -264 -0.6%
JWBC
753
J.W. Burns & Co
New York
$15M -$64.9K -199 -0.4%
AJ
754
Ashburton (Jersey)
Jersey
$14.9M -$472K -1,445 -3%
JF
755
Jump Financial
Illinois
$14.8M +$14.1M +43,355 New
FNBT
756
FineMark National Bank & Trust
Florida
$14.8M +$792K +2,428 +6%
TWM
757
TLW Wealth Management
Florida
$14.8M -$99.2K -304 -0.7%
EWM
758
Edge Wealth Management
New York
$14.7M +$400K +1,226 +3%
WCM
759
Wedge Capital Management
North Carolina
$14.7M -$2.89M -8,841 -17%
Fisher Asset Management
760
Fisher Asset Management
Washington
$14.7M +$1.41M +4,321 +11%
RJT
761
Raymond James Trust
Florida
$14.7M -$232K -711 -2%
WC
762
Whitney & Co
New York
$14.7M +$168K +516 +1%
BWM
763
Buckley Wealth Management
Nevada
$14.6M +$25.8K +79 +0.2%
SW
764
Solidarity Wealth
Utah
$14.4M +$1.72M +5,280 +14%
DLCIG
765
D.L. Carlson Investment Group
New Hampshire
$14.4M -$3.59K -11 -0%
GI
766
Gradient Investments
Minnesota
$14.4M +$240K +735 +2%
N
767
Natixis
France
$14.4M +$12.8M +39,102 +1,280%
KFA
768
Kelleher Financial Advisors
New York
$14.4M -$2.47M -7,555 -15%
CCM
769
Coldstream Capital Management
Washington
$14.4M -$408K -1,251 -3%
RCA
770
Riverview Capital Advisers
Massachusetts
$14.4M -$132K -405 -1%
OCPWS
771
One Charles Private Wealth Services
Massachusetts
$14.3M +$2.35M +7,214 +21%
CFG
772
Citizens Financial Group
Rhode Island
$14.3M +$1.91M +5,846 +16%
CIA
773
Capital Investment Advisors
Georgia
$14.3M +$1.05M +3,228 +8%
PWMAG
774
Pinnacle Wealth Management Advisory Group
New Jersey
$14.2M -$78.3K -240 -0.6%
FFA
775
Fragasso Financial Advisors
Pennsylvania
$14.2M +$1.31M +4,012 +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.