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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
CCT
1076
Chemung Canal Trust
New York
$7.34M -$175K -536 -2%
BCM
1077
Brasada Capital Management
Texas
$7.34M +$9.14K +28 +0.1%
BCA
1078
Bay Colony Advisors
Massachusetts
$7.33M -$11.7K -36 -0.2%
MMA
1079
Miracle Mile Advisors
California
$7.31M -$60.4K -185 -0.9%
DIM
1080
Delta Investment Management
California
$7.31M -$869K -2,664 -11%
JAM
1081
Jupiter Asset Management
United Kingdom
$7.3M +$6.98M +21,401 New
SA
1082
SAM Advisors
California
$7.29M -$45.4K -139 -0.6%
WA
1083
Wealth Architects
California
$7.29M -$58.1K -178 -0.8%
TIA
1084
Traphagen Investment Advisors
New Jersey
$7.25M
BC
1085
Blackhill Capital
New Jersey
$7.25M -$163K -500 -2%
KA
1086
Kovack Advisors
Florida
$7.22M +$1.37M +4,184 +25%
CI
1087
Cigna Investments
Connecticut
$7.21M +$59.1K +181 +0.9%
SIA
1088
SeaBridge Investment Advisors
New Jersey
$7.21M +$101K +308 +1%
FI
1089
Financial Insights
Washington
$7.21M -$367K -1,126 -5%
RWA
1090
Ropes Wealth Advisors
Massachusetts
$7.19M -$79K -242 -1%
CAM
1091
Centre Asset Management
New York
$7.19M +$179K +549 +3%
FAIM
1092
Financial Advocates Investment Management
Washington
$7.16M -$277K -849 -4%
MCCA
1093
Mill Creek Capital Advisors
Pennsylvania
$7.14M -$241K -737 -3%
CNBTD
1094
Citizens National Bank Trust Department
Mississippi
$7.12M +$67.6K +207 +1%
TAM
1095
Trust Asset Management
Texas
$7.12M
DWM
1096
Destination Wealth Management
California
$7.11M -$323K -991 -5%
SC
1097
Sepio Capital
Utah
$7.11M -$921K -2,821 -12%
SAM
1098
Strategy Asset Managers
California
$7.09M +$155K +475 +2%
PA
1099
Profund Advisors
Maryland
$7.09M -$189K -578 -3%
CCM
1100
Corsair Capital Management
New York
$7.09M -$2.94K -9 -0%

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.