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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
MFA
1126
Mayflower Financial Advisors
Massachusetts
$6.83M +$294K +900 +5%
MP
1127
McDonald Partners
Ohio
$6.83M -$26.1K -80 -0.4%
FFA
1128
Fairfield Financial Advisors
Massachusetts
$6.79M +$95K +291 +1%
MRWM
1129
ML&R Wealth Management
Texas
$6.77M +$6.21M +19,025 +2,320%
CCFCSB
1130
Cape Cod Five Cents Savings Bank
Massachusetts
$6.76M +$3.73M +11,429 +136%
RAM
1131
Redmond Asset Management
Virginia
$6.75M -$4.57K -14 -0.1%
MNBTD
1132
Moody National Bank Trust Division
Texas
$6.74M
SLA
1133
Silver Lake Advisory
Utah
$6.73M -$11.7K -36 -0.2%
WPC
1134
Wedmont Private Capital
Pennsylvania
$6.72M +$1.39M +4,250 +27%
CI
1135
CX Institutional
Indiana
$6.72M -$773K -2,368 -11%
RDIA
1136
RE Dickinson Investment Advisors
Iowa
$6.71M +$27.1K +83 +0.4%
TF
1137
Tompkins Financial
New York
$6.71M -$70.5K -216 -1%
MCM
1138
Mitchell Capital Management
Kansas
$6.71M +$65.3K +200 +1%
DWM
1139
Drive Wealth Management
Utah
$6.69M +$133K +406 +2%
JSC
1140
Jackson Square Capital
California
$6.69M +$36.2K +111 +0.6%
FG
1141
Foster Group
Iowa
$6.67M +$424K +1,299 +7%
FLPIM
1142
F.L. Putnam Investment Management
Massachusetts
$6.65M +$853K +2,615 +15%
VIA
1143
Vident Investment Advisory
Georgia
$6.65M -$3.71M -11,355 -37%
PP
1144
PDS Planning
Ohio
$6.64M +$185K +568 +3%
RCG
1145
Regatta Capital Group
California
$6.63M -$43.4K -133 -0.7%
CAM
1146
Cypress Asset Management
Texas
$6.63M +$296K +906 +5%
CIC
1147
Crawford Investment Counsel
Georgia
$6.59M -$210K -644 -3%
WP
1148
Wedgewood Partners
Missouri
$6.58M -$220K -675 -3%
BTWM
1149
Baker Tilly Wealth Management
Wisconsin
$6.55M -$95.6K -293 -2%
EIP
1150
Ellis Investment Partners
Pennsylvania
$6.53M +$1.63K +5 +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.