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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
AC
951
Annandale Capital
Texas
$9.28M +$180K +551 +2%
RCAG
952
Rehmann Capital Advisory Group
Michigan
$9.23M +$53.9K +165 +0.6%
LSAG
953
Lake Street Advisors Group
New Hampshire
$9.2M +$669K +2,049 +8%
TCM
954
Telos Capital Management
California
$9.18M -$115K -352 -1%
FIB
955
First Interstate Bank
Montana
$9.18M -$411K -1,258 -4%
KS
956
Karpas Strategies
Connecticut
$9.17M -$161K -494 -2%
KTM
957
Keeler Thomas Management
Utah
$9.17M -$127K -389 -1%
CIM
958
Courant Investment Management
Tennessee
$9.16M
HBCM
959
Heron Bay Capital Management
Michigan
$9.1M +$1.94M +5,941 +29%
KOC
960
Koss-Olinger Consulting
Florida
$9.06M +$227K +696 +3%
KIA
961
KCM Investment Advisors
California
$9.06M -$1.58M -4,826 -15%
GFA
962
Gifford Fong Associates
California
$9.04M
SIM
963
Stratos Investment Management
Ohio
$9.03M -$24.5K -75 -0.3%
MPAM
964
Murphy Pohlad Asset Management
Minnesota
$8.99M -$212K -650 -2%
MOS
965
MGO One Seven
Ohio
$8.97M +$35.9K +110 +0.4%
JIM
966
JCP Investment Management
Texas
$8.94M +$338K +1,035 +4%
WIC
967
Woodmont Investment Counsel
Tennessee
$8.94M +$112K +342 +1%
QC
968
Quadrature Capital
United Kingdom
$8.93M +$8.55M +26,188 New
BCM
969
Brooktree Capital Management
Michigan
$8.91M -$600K -1,838 -7%
LA
970
LFL Advisers
Illinois
$8.91M
SB
971
Simmons Bank
Arkansas
$8.91M -$60.7K -186 -0.7%
ECM
972
ExodusPoint Capital Management
New York
$8.88M +$5.2M +15,920 +157%
CA
973
Cumberland Advisors
Florida
$8.87M -$3.92M -12,015 -32%
RMAM
974
Raab & Moskowitz Asset Management
New Jersey
$8.86M +$65.3K +200 +0.8%
DEA
975
DoubleLine ETF Adviser
Florida
$8.85M +$365K +1,118 +5%

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.