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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
Wealth Enhancement Advisory Services
926
Wealth Enhancement Advisory Services
Minnesota
$9.95M +$3.09M +9,464 +48%
SAM
927
Synergy Asset Management
Washington
$9.95M -$1.44M -4,421 -13%
JCM
928
Janney Capital Management
Pennsylvania
$9.94M +$9.51M +29,153 New
DWP
929
Daymark Wealth Partners
Ohio
$9.94M +$6.82M +20,896 +254%
SFO
930
Stokes Family Office
Louisiana
$9.91M +$251K +768 +3%
PAS
931
Park Avenue Securities
New York
$9.88M +$69.8K +214 +0.7%
VWA
932
V Wealth Advisors
Kansas
$9.79M +$849K +2,600 +10%
RCM
933
Regency Capital Management
Hawaii
$9.78M +$132K +405 +1%
ERSOT
934
Employees Retirement System of Texas
Texas
$9.75M -$2.12M -6,510 -19%
KFGK
935
Keystone Financial Group (Kentucky)
Kentucky
$9.71M +$9.29M +28,479 New
CPC
936
Congress Park Capital
New York
$9.67M -$182K -557 -2%
PAI
937
Pittenger & Anderson Inc
Nebraska
$9.65M +$60.1K +184 +0.7%
DDC
938
DF Dent & Co
Maryland
$9.59M -$166K -508 -2%
CAM
939
Cubic Asset Management
Massachusetts
$9.59M -$37.5K -115 -0.4%
KJHP
940
K.J. Harrison & Partners
Ontario, Canada
$9.57M +$10.4K +32 +0.1%
CC
941
Centiva Capital
New York
$9.57M -$2.78M -8,511 -23%
BS
942
Banco Santander
Spain
$9.56M +$1.96M +6,002 +27%
MSAM
943
Moloney Securities Asset Management
Missouri
$9.55M +$243K +744 +3%
ST
944
Smithfield Trust
Pennsylvania
$9.51M -$202K -618 -2%
WSFS
945
Wilmington Savings Fund Society
Delaware
$9.51M -$18.9K -58 -0.2%
NCM
946
Northside Capital Management
Oregon
$9.49M
ONSWM
947
Old North State Wealth Management
North Carolina
$9.42M +$60.4K +185 +0.7%
RIA
948
Realta Investment Advisors
Delaware
$9.31M -$137K -420 -2%
MC
949
Middleton & Co
Massachusetts
$9.3M +$97.6K +299 +1%
WKWM
950
Walter & Keenan Wealth Management
Indiana
$9.28M -$21.9K -67 -0.2%

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.