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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
RBA
1101
Richard Bernstein Advisors
New York
$7.08M
CAC
1102
Certified Advisory Corp
Florida
$7.08M -$453K -1,388 -6%
ONB
1103
Old National Bancorp
Indiana
$7.08M -$836K -2,563 -11%
MWM
1104
Marietta Wealth Management
Georgia
$7.07M +$245K +752 +4%
PGAM
1105
Princeton Global Asset Management
New Jersey
$7.07M -$697K -2,136 -9%
IAN
1106
Integrated Advisors Network
Texas
$7.02M +$13.4K +41 +0.2%
CCA
1107
Checchi Capital Advisers
California
$7.01M +$155K +474 +2%
FPCP
1108
Fort Point Capital Partners
California
$7M +$810K +2,483 +14%
AAM
1109
AR Asset Management
California
$7M
RCA
1110
Resonant Capital Advisors
Wisconsin
$6.99M -$82.6K -253 -1%
WPP
1111
Whalerock Point Partners
Rhode Island
$6.98M +$106K +326 +2%
HCA
1112
Harbor Capital Advisors
Illinois
$6.97M
CHA
1113
Carmichael Hill & Associates
Maryland
$6.95M +$343K +1,050 +5%
HCM
1114
Harvey Capital Management
Florida
$6.93M -$206K -631 -3%
BA
1115
Bristlecone Advisors
Washington
$6.93M -$201K -615 -3%
MYAM
1116
Meiji Yasuda Asset Management
Japan
$6.92M +$41.4K +127 +0.6%
WA
1117
Waverly Advisors
Alabama
$6.92M +$1.79M +5,494 +37%
GIA
1118
Gladstone Institutional Advisory
Florida
$6.92M -$791K -2,425 -11%
DBT
1119
Dubuque Bank & Trust
Iowa
$6.91M -$47K -144 -0.7%
KWA
1120
Kellett Wealth Advisors
Ohio
$6.91M +$82.2K +252 +1%
QCG
1121
Quadrant Capital Group
Ohio
$6.9M -$113K -345 -2%
GFL
1122
Granite FO LLC
New Hampshire
$6.9M -$49K -150 -0.7%
IFG
1123
Independent Financial Group
California
$6.88M +$127K +390 +2%
MHIC
1124
Marble Harbor Investment Counsel
Massachusetts
$6.88M -$1.63K -5 -0%
BRM
1125
Boston Research & Management
Massachusetts
$6.84M -$979 -3 -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.