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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
MYIA
1176
Mount Yale Investment Advisors
Colorado
$6.29M -$991K -3,036 -14%
DWP
1177
Destiny Wealth Partners
Florida
$6.28M -$112K -344 -2%
SAS
1178
Stelac Advisory Services
New York
$6.27M
ST
1179
Sabal Trust
Florida
$6.26M +$2.89M +8,844 +93%
BBA
1180
BLB&B Advisors
Pennsylvania
$6.25M -$59.1K -181 -1%
SRG
1181
SBB Research Group
Illinois
$6.22M -$245K -750 -4%
RB
1182
Richmond Brothers
Michigan
$6.21M -$1.29M -3,958 -18%
LIM
1183
Leavell Investment Management
Alabama
$6.21M +$1.2M +3,677 +25%
1SB
1184
1ST Source Bank
Indiana
$6.21M +$846K +2,593 +17%
CM
1185
Cornerstone Management
Georgia
$6.18M +$1.01M +3,099 +21%
LIA
1186
LS Investment Advisors
Michigan
$6.16M +$390K +1,195 +7%
BAM
1187
Berkshire Asset Management
Pennsylvania
$6.15M +$118K +361 +2%
MWA
1188
Moser Wealth Advisors
Washington
$6.15M +$5.88M +18,023 New
TWA
1189
TCI Wealth Advisors
Arizona
$6.14M +$10.4K +32 +0.2%
PK
1190
Pflug Koory
Nebraska
$6.13M -$172K -526 -3%
DLA
1191
Douglas Lane & Associates
New York
$6.12M +$103K +316 +2%
TIM
1192
Tortoise Investment Management
New York
$6.12M +$33.3K +102 +0.6%
LWM
1193
Laidlaw Wealth Management
New York
$6.09M -$284K -870 -5%
PP
1194
Pacifica Partners
Canada
$6.09M -$63.3K -194 -1%
BONH
1195
Bank of New Hampshire
New Hampshire
$6.07M -$36.2K -111 -0.6%
BNP Paribas Asset Management
1196
BNP Paribas Asset Management
France
$6.05M -$793K -2,431 -12%
FWSM
1197
First Wilshire Securities Management
California
$6.05M -$116K -355 -2%
SACTSONJ
1198
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$6.04M
RCWM
1199
Royal Capital Wealth Management
Indiana
$6.03M
HIMC
1200
Heritage Investors Management Corp
Maryland
$6.03M -$338K -1,037 -6%

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.