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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
BCM
776
Brookstone Capital Management
Illinois
$14.2M +$315K +964 +2%
Massachusetts Financial Services
777
Massachusetts Financial Services
Massachusetts
$14.1M +$139K +427 +1%
ERIM
778
Eagle Ridge Investment Management
Connecticut
$14M -$1.96M -5,998 -13%
ATC
779
Argent Trust Co
Tennessee
$14M +$24.2K +74 +0.2%
USAA
780
United Services Automobile Association
Texas
$13.9M +$150K +459 +1%
ECM
781
Exchange Capital Management
Michigan
$13.9M +$8.49K +26 +0.1%
AWA
782
Arete Wealth Advisors
Illinois
$13.9M +$169K +519 +2%
DFCM
783
Dark Forest Capital Management
Puerto Rico
$13.8M -$10.5M -32,077 -44%
AF
784
Alerus Financial
North Dakota
$13.8M -$161K -493 -1%
DSAM
785
Dock Street Asset Management
Florida
$13.8M -$3.92K -12 -0%
KJWM
786
Kiley Juergens Wealth Management
Washington
$13.8M +$21.9K +67 +0.2%
AIM
787
AMI Investment Management
Indiana
$13.7M -$530K -1,625 -4%
BBA
788
Baader Bank Aktiengesellschaft
Germany
$13.7M -$174K -534 -1%
JWCA
789
J.W. Cole Advisors
Florida
$13.7M -$44.4K -136 -0.3%
SC
790
Stolper & Co
Oklahoma
$13.7M -$131K -402 -1%
RCM
791
RB Capital Management
Nevada
$13.6M +$209K +641 +2%
BRCM
792
Bright Rock Capital Management
Massachusetts
$13.6M
NC
793
Naman Capital
Brazil
$13.6M
TI
794
Tidal Investments
Wisconsin
$13.6M -$284K -870 -2%
NNPTE
795
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$13.6M +$1.71M +5,246 +15%
WRM
796
Weybosset Research & Management
Rhode Island
$13.6M +$22.5K +69 +0.2%
BHWM
797
Bar Harbor Wealth Management
New Hampshire
$13.6M -$404K -1,237 -3%
KWM
798
Kingsview Wealth Management
Oregon
$13.6M +$659K +2,018 +5%
IHL
799
Investment House LLC
California
$13.5M +$4.43M +13,573 +52%
FA
800
Financial Avengers
California
$13.5M -$40.8K -125 -0.3%

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.