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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
EF
1051
Empowered Funds
Pennsylvania
$7.59M +$985K +3,019 +16%
EST
1052
EA Series Trust
Pennsylvania
$7.59M +$7.27M +22,269 New
TC
1053
Telemus Capital
Michigan
$7.59M -$142K -435 -2%
WC
1054
Weil Company
California
$7.56M -$3.72M -11,397 -34%
CCM
1055
Carmel Capital Management
California
$7.55M +$1.24M +3,785 +21%
MA
1056
Mezzasalma Advisors
New Jersey
$7.55M +$522K +1,598 +8%
TRCT
1057
Tower Research Capital (TRC)
New York
$7.54M -$7.64M -23,416 -51%
TPCW
1058
TD Private Client Wealth
New York
$7.53M -$258K -789 -3%
IIC
1059
Ironwood Investment Counsel
Arizona
$7.52M +$70.5K +216 +1%
MIP
1060
Marietta Investment Partners
Wisconsin
$7.52M -$979 -3 -0%
BFA
1061
Buttonwood Financial Advisors
Maryland
$7.51M +$522K +1,600 +8%
BTI
1062
Blue Trust Inc
Georgia
$7.5M +$461K +1,414 +6%
TCA
1063
Transcend Capital Advisors
New Jersey
$7.49M +$154K +472 +2%
LAM
1064
Lakewood Asset Management
Illinois
$7.46M -$53.9K -165 -0.7%
HH
1065
Hilltop Holdings
Texas
$7.46M +$5.58M +17,097 +357%
MIM
1066
Moseley Investment Management
Florida
$7.44M +$115K +351 +2%
PL
1067
Parkwood LLC
Ohio
$7.43M -$331K -1,015 -4%
BSI
1068
Bennett Selby Investments
Maine
$7.43M +$33.9K +104 +0.5%
TC
1069
TAGStone Capital
North Carolina
$7.42M -$81.6K -250 -1%
ANTB
1070
AMG National Trust Bank
Colorado
$7.41M +$134K +410 +2%
EM
1071
Excalibur Management
Massachusetts
$7.39M -$73.8K -226 -1%
CTA
1072
Colonial Trust Advisors
South Carolina
$7.38M +$175K +535 +3%
RA
1073
Riverstone Advisors
Texas
$7.38M -$64.6K -198 -0.9%
GVAG
1074
Great Valley Advisor Group
Delaware
$7.36M +$623K +1,908 +10%
PWP
1075
Principle Wealth Partners
Connecticut
$7.35M -$17K -52 -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.