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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
CPA
851
Court Place Advisors
Maryland
$12.1M -$73.4K -225 -0.6%
AAB
852
ABN AMRO Bank
Netherlands
$12M -$474K -1,451 -4%
TCOK
853
Trust Company of Kansas
Kansas
$12M -$371K -1,138 -3%
OPCM
854
Osborne Partners Capital Management
California
$12M +$3.92K +12 +0%
SFS
855
Summit Financial Strategies
Ohio
$12M -$255K -781 -2%
AIMCA
856
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12M
HCM
857
Hutner Capital Management
Vermont
$11.9M +$814K +2,494 +8%
FTDI
858
First Trust Direct Indexing
Massachusetts
$11.9M -$372K -1,141 -3%
SAM
859
Summit Asset Management
Tennessee
$11.9M -$186K -571 -2%
PCM
860
Presidio Capital Management
California
$11.8M +$114K +349 +1%
HWM
861
Heirloom Wealth Management
Colorado
$11.8M +$328K +1,004 +3%
SIM
862
Studio Investment Management
Illinois
$11.7M -$45.7K -140 -0.4%
GCGDR
863
Geo Capital Gestora de Recursos
Brazil
$11.7M -$1.11M -3,396 -9%
LFAS
864
Level Four Advisory Services
Texas
$11.7M -$1.42M -4,352 -11%
NAMP
865
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11.7M -$32.6K -100 -0.3%
AP
866
Arlington Partners
Alabama
$11.6M +$473K +1,448 +4%
TCCM
867
Timber Creek Capital Management
Massachusetts
$11.5M -$2.61M -8,011 -19%
TSS
868
Two Sigma Securities
New York
$11.5M +$10.4M +31,970 +1,754%
KLI
869
Kelman-Lazarov Inc
Tennessee
$11.5M +$154K +471 +1%
TFA
870
Trinity Financial Advisors
Ohio
$11.5M +$852K +2,610 +8%
WCM
871
WealthBridge Capital Management
Ohio
$11.5M -$88.1K -270 -0.8%
BP
872
Ballentine Partners
Massachusetts
$11.4M +$404K +1,238 +4%
BFM
873
Boston Financial Management
Massachusetts
$11.4M +$61K +187 +0.6%
SIM
874
Sterling Investment Management
Arizona
$11.4M -$17.6K -54 -0.2%
CG
875
Caprock Group
Idaho
$11.4M +$243K +745 +2%

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.