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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
FHA
1201
First Horizon Advisors
Tennessee
$6.03M +$29K +89 +0.5%
GA
1202
GFS Advisors
Texas
$6.02M +$20.9K +64 +0.4%
PBC
1203
Pavion Blue Capital
California
$6.02M +$20.6K +63 +0.4%
SVWAG
1204
Sound View Wealth Advisors Group
Georgia
$6.01M -$152K -466 -3%
RA
1205
RFG Advisory
Alabama
$6.01M +$107K +328 +2%
AC
1206
AlphaCore Capital
California
$6M +$4.93M +15,117 +613%
TA
1207
Townsend & Associates
Colorado
$6M +$1.81M +5,549 +47%
Verition Fund Management
1208
Verition Fund Management
Connecticut
$5.99M +$1.92M +5,873 +50%
GA
1209
Greytown Advisors
Florida
$5.99M -$1.3M -3,968 -18%
CBTWT
1210
Community Bank & Trust (Waco, Texas)
Texas
$5.96M +$30K +92 +0.5%
GEA
1211
Glen Eagle Advisors
New Jersey
$5.96M +$150K +459 +3%
GWS
1212
Glassman Wealth Services
Virginia
$5.94M -$79K -242 -1%
LAM
1213
L2 Asset Management
Massachusetts
$5.92M +$10.1K +31 +0.2%
TNBTD
1214
Trustmark National Bank Trust Department
Mississippi
$5.9M +$2.71M +8,297 +92%
PA
1215
Procyon Advisors
Connecticut
$5.89M +$276K +847 +5%
CWA
1216
Clarity Wealth Advisors
California
$5.88M +$46.3K +142 +0.8%
DCM
1217
Donaldson Capital Management
Indiana
$5.88M -$146K -448 -3%
BCM
1218
Beddow Capital Management
Wyoming
$5.86M -$21.2K -65 -0.4%
LS
1219
Leelyn Smith
Illinois
$5.84M +$95K +291 +2%
VAS
1220
Vestmark Advisory Solutions
Massachusetts
$5.84M +$7.18K +22 +0.1%
MMPW
1221
Mitchell McLeod Pugh & Williams
Alabama
$5.84M +$34.6K +106 +0.6%
ACM
1222
AKRE Capital Management
Virginia
$5.84M
LA
1223
LVW Advisors
New York
$5.83M -$611K -1,871 -10%
DWT
1224
Dorsey & Whitney Trust
South Dakota
$5.83M +$328K +1,006 +6%
WG
1225
Watchman Group
Texas
$5.83M +$29.4K +90 +0.5%

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.