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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
Canada Life
76
Canada Life
Manitoba, Canada
$418M -$22.3M -68,389 -5%
Brown Advisory
77
Brown Advisory
Maryland
$406M -$22.8M -69,778 -6%
Osaic Holdings
78
Osaic Holdings
Arizona
$405M +$4.05M +12,403 +1%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$391M -$4.69M -14,372 -1%
DSA
80
Davis Selected Advisers
Arizona
$386M -$8.23M -25,205 -2%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$384M +$14.4M +44,052 +4%
Fidelity International
82
Fidelity International
Bermuda
$373M -$99.3M -304,110 -22%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$373M -$7.23M -22,166 -2%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$371M +$29.6M +90,750 +9%
A
85
AustralianSuper
Australia
$370M +$250M +765,896 +239%
Capital World Investors
86
Capital World Investors
California
$361M -$4.88M -14,954 -1%
Korea Investment Corp
87
Korea Investment Corp
South Korea
$348M -$20.2M -61,979 -6%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$345M -$16.9M -51,734 -5%
TC
89
Tetrad Corporation
Nebraska
$341M
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$339M -$526M -1,612,642 -62%
Royal London Asset Management
91
Royal London Asset Management
United Kingdom
$330M +$43.5M +133,399 +16%
Bessemer Group
92
Bessemer Group
New Jersey
$329M +$4.66M +14,290 +2%
FMI
93
Fiduciary Management Inc
Wisconsin
$321M -$30.5M -93,425 -9%
APG Asset Management
94
APG Asset Management
Netherlands
$319M +$665K +2,038 +0.2%
Wellington Management Group
95
Wellington Management Group
Massachusetts
$318M -$2.08M -6,375 -0.7%
JMPWA
96
JP Morgan Private Wealth Advisors
California
$313M -$27.4M -84,068 -8%
Mariner
97
Mariner
Kansas
$312M +$6.75M +20,688 +2%
DWA
98
Douglass Winthrop Advisors
New York
$310M -$2.02M -6,182 -0.7%
HCM
99
Himalaya Capital Management
Washington
$306M
Stifel Financial
100
Stifel Financial
Missouri
$305M +$5.52M +16,909 +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.