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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
EML
876
Eos Management LP
New York
$11.3M
FAB
877
First American Bank
Illinois
$11.3M -$124K -381 -1%
Simplex Trading
878
Simplex Trading
Illinois
$11.3M +$10.8M +33,093 New
BHPW
879
Beverly Hills Private Wealth
California
$11.3M +$3.28M +10,035 +45%
EFS
880
Essex Financial Services
Connecticut
$11.2M -$129K -396 -1%
RMC
881
Regis Management Company
California
$11.2M
VVP
882
Venture Visionary Partners
Ohio
$11.2M -$80K -245 -0.7%
IWM
883
IHT Wealth Management
Illinois
$11.2M +$153K +470 +1%
BPC
884
Banque Pictet & Cie
Switzerland
$11.2M +$4.5M +13,777 +73%
BCV
885
Banque Cantonale Vaudoise
Switzerland
$11.2M -$297K -910 -3%
OBGC
886
O'Brien Greene & Co
Pennsylvania
$11.1M -$242K -743 -2%
KCPG
887
Kavar Capital Partners Group
Kansas
$11.1M +$3.59K +11 +0%
TCM
888
Twin Capital Management
Pennsylvania
$11.1M -$32.6K -100 -0.3%
BCA
889
Bernzott Capital Advisors
California
$11M -$271K -829 -2%
MIM
890
Meixler Investment Management
Arizona
$11M -$29.4K -90 -0.3%
WW
891
Waterfront Wealth
Kansas
$11M -$36.6K -112 -0.4%
PCM
892
Palisade Capital Management
New Jersey
$11M +$92.4K +283 +0.9%
GMA
893
Glassy Mountain Advisors
Maryland
$10.9M +$10.5M +32,100 New
PA
894
PFG Advisors
Arizona
$10.9M +$198K +607 +2%
FFWA
895
FRG Family Wealth Advisors
Washington
$10.9M -$19.6K -60 -0.2%
CCA
896
Covey Capital Advisors
Georgia
$10.9M
RWM
897
Ritholtz Wealth Management
New York
$10.9M +$504K +1,545 +5%
LA
898
Lakeside Advisors
Washington
$10.8M +$59.4K +182 +0.6%
IFLIT
899
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$10.8M
PM
900
Phraction Management
Connecticut
$10.8M +$10.8K +33 +0.1%

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.