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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
WHRC
1026
W.H. Reaves & Co
New Jersey
$7.92M -$77.3K -237 -1%
FMAEN1
1027
Fund Management at Engine No 1
California
$7.92M +$445K +1,364 +6%
CIA
1028
CCM Investment Advisers
South Carolina
$7.91M +$558K +1,710 +8%
FM
1029
Family Management
New York
$7.89M -$163K -500 -2%
AAS
1030
Ameritas Advisory Services
Nebraska
$7.89M -$6.7M -20,516 -47%
CWM
1031
Chronos Wealth Management
Florida
$7.88M -$69.2K -212 -0.9%
HI
1032
Hudock Inc
Pennsylvania
$7.86M +$45K +138 +0.6%
IB
1033
Intrust Bank
Kansas
$7.84M -$23.5K -72 -0.3%
VAG
1034
VisionPoint Advisory Group
Texas
$7.84M -$329K -1,008 -4%
AIMC
1035
Alley Investment Management Company
Illinois
$7.82M -$71.5K -219 -0.9%
Twin Tree Management
1036
Twin Tree Management
Texas
$7.78M -$34.8M -106,531 -82%
OKSA
1037
O'Keefe Stevens Advisory
New York
$7.77M +$684K +2,095 +10%
ATPW
1038
Ashton Thomas Private Wealth
Arizona
$7.75M +$2.02M +6,174 +37%
CCM
1039
Canal Capital Management
Virginia
$7.74M +$260K +797 +4%
FB
1040
Fulton Bank
Pennsylvania
$7.74M -$52.5K -161 -0.7%
MPM
1041
Meritage Portfolio Management
Kansas
$7.74M -$203K -622 -3%
BFEC
1042
Benjamin F. Edwards & Company
Missouri
$7.73M +$41.4K +127 +0.6%
CAL
1043
Capital Analysts LLC
Pennsylvania
$7.72M +$553K +1,694 +8%
EAM
1044
Evanson Asset Management
California
$7.7M -$205K -629 -3%
BCM
1045
Buckhead Capital Management
Georgia
$7.67M -$1.08M -3,305 -13%
SIM
1046
Seaview Investment Managers
Florida
$7.66M +$59.1K +181 +0.8%
SM
1047
Sweeney & Michel
California
$7.65M -$99.5K -305 -1%
MBTD
1048
Mechanics Bank - Trust Department
California
$7.64M +$68.5K +210 +0.9%
KFP
1049
KMG Fiduciary Partners
Ohio
$7.63M +$4.08M +12,509 +127%
MAS
1050
Meeder Advisory Services
Ohio
$7.61M +$106K +325 +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.