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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
Diamond Hill Capital Management
101
Diamond Hill Capital Management
Ohio
$299M -$16M -48,997 -5%
FPP
102
Findlay Park Partners
United Kingdom
$297M -$99.1M -303,647 -26%
FWIA
103
Fort Washington Investment Advisors
Ohio
$296M -$1.7M -5,213 -0.6%
MC
104
Metropolis Capital
United Kingdom
$295M +$66.8M +204,753 +31%
Retirement Systems of Alabama
105
Retirement Systems of Alabama
Alabama
$290M -$41.5M -127,238 -13%
DC
106
Davenport & Co
Virginia
$284M -$1.22M -3,730 -0.4%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$282M +$55.2M +169,166 +26%
ClearBridge Investments
108
ClearBridge Investments
New York
$281M -$4.3M -13,186 -2%
SL
109
SWF LLC
Nebraska
$279M -$267M -817,288 -50%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$276M -$1.25M -3,823 -0.5%
Mackenzie Financial
111
Mackenzie Financial
Ontario, Canada
$274M -$109M -333,581 -29%
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$274M +$3.72M +11,392 +1%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$267M +$4.25M +13,023 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
114
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$266M -$11.7M -35,842 -4%
US Bancorp
115
US Bancorp
Minnesota
$266M -$4.65M -14,257 -2%
Truist Financial
116
Truist Financial
North Carolina
$264M -$2.13M -6,538 -0.8%
AT
117
AMF Tjänstepension
Sweden
$263M +$30.9M +94,613 +14%
SI
118
Scharf Investments
California
$261M -$4.93M -15,097 -2%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$261M -$1.65M -5,053 -0.7%
RG
120
Rathbones Group
United Kingdom
$254M +$3.07M +9,409 +1%
AQR Capital Management
121
AQR Capital Management
Connecticut
$247M -$15.9M -48,841 -6%
EHC
122
Everett Harris & Co
California
$243M +$1.18M +3,613 +0.5%
YAM
123
Yacktman Asset Management
Texas
$241M +$321K +985 +0.1%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$240M -$4.81M -14,741 -2%
SO
125
STRS Ohio
Ohio
$235M -$7.23M -22,157 -3%

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.