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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
IA
976
IFG Advisory
Georgia
$8.84M +$1.64M +5,037 +24%
FPGT
977
Financial Partners Group (Tennessee)
Tennessee
$8.81M +$107K +329 +1%
MPI
978
Mairs & Power Inc
Minnesota
$8.8M -$6.85K -21 -0.1%
GC
979
Gratus Capital
Georgia
$8.78M +$260K +797 +3%
GRP
980
Global Retirement Partners
California
$8.74M +$522K +1,600 +7%
SWA
981
SOA Wealth Advisors
New York
$8.71M -$124K -380 -1%
WAS
982
Winch Advisory Services
Wisconsin
$8.71M -$35.2K -108 -0.4%
SFS
983
Searcy Financial Services
Kansas
$8.69M -$162K -496 -2%
MA
984
Montag & Associates
Georgia
$8.67M -$10.1K -31 -0.1%
TFS
985
Thoroughbred Financial Services
Tennessee
$8.67M +$459K +1,405 +6%
AAM
986
Auxier Asset Management
Oregon
$8.66M
HWM
987
HFR Wealth Management
New York
$8.63M +$21.5K +66 +0.3%
CT
988
Caldwell Trust
Florida
$8.6M -$108K -332 -1%
TFA
989
Teamwork Financial Advisors
Texas
$8.58M +$27.7K +85 +0.3%
HSA
990
HBK Sorce Advisory
Pennsylvania
$8.57M +$185K +566 +2%
HCM
991
Highlander Capital Management
New Jersey
$8.57M +$57.1K +175 +0.7%
JRP
992
Jasper Ridge Partners
California
$8.53M
TMAM
993
Tokio Marine Asset Management
Japan
$8.52M +$291K +891 +4%
FMC
994
First Merchants Corp
Indiana
$8.44M +$10.8K +33 +0.1%
ZF
995
Zhang Financial
Michigan
$8.43M -$51.6K -158 -0.6%
ECG
996
Edge Capital Group
Georgia
$8.42M +$1.22M +3,729 +18%
P
997
Pitcairn
Pennsylvania
$8.4M +$309K +948 +4%
CAM
998
Clio Asset Management
Virginia
$8.39M +$8.03M +24,602 New
HBWM
999
Hollow Brook Wealth Management
New York
$8.38M +$217K +666 +3%
CT
1000
Cambridge Trust
Massachusetts
$8.36M -$117K -359 -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.