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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
TCA
1226
Taconic Capital Advisors
New York
$5.8M +$326K +1,000 +6%
BWP
1227
Baldwin Wealth Partners
Massachusetts
$5.8M -$201K -615 -3%
LJCM
1228
Lee Johnson Capital Management
Texas
$5.79M +$499K +1,529 +10%
VLC
1229
Van Leeuwen & Company
New Jersey
$5.79M -$227K -694 -4%
WAP
1230
Wealthcare Advisory Partners
Pennsylvania
$5.79M -$991K -3,035 -15%
LWANC
1231
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.79M -$21.5K -66 -0.4%
TLP
1232
Trinity Legacy Partners
Texas
$5.78M +$22.5K +69 +0.4%
HDIM
1233
Hanson & Doremus Investment Management
Vermont
$5.78M +$342K +1,047 +7%
AAMU
1234
AEGON Asset Management (UK)
United Kingdom
$5.77M -$579K -1,775 -9%
GCM
1235
Glynn Capital Management
California
$5.76M
BIC
1236
Beach Investment Counsel
Pennsylvania
$5.75M
OFA
1237
Oak Family Advisors
Illinois
$5.74M -$182K -558 -3%
NB
1238
NBT Bank
New York
$5.74M -$111K -339 -2%
CWA
1239
CJM Wealth Advisers
Virginia
$5.74M
AF
1240
Arrow Financial
New York
$5.74M -$1.28M -3,921 -19%
HT
1241
Heritage Trust
Oklahoma
$5.73M +$227K +694 +4%
SIG
1242
Sargent Investment Group
Maryland
$5.7M +$250K +767 +5%
AFG
1243
Allegheny Financial Group
Pennsylvania
$5.68M -$89.4K -274 -2%
SCA
1244
Sander Capital Advisors
Washington
$5.67M
NW
1245
NewEdge Wealth
Pennsylvania
$5.64M -$76.7K -235 -1%
HTI
1246
Hikari Tsushin Inc
Japan
$5.64M
CFG
1247
Cooper Financial Group
California
$5.64M -$153K -470 -3%
FBCM
1248
Fort Baker Capital Management
California
$5.63M +$5.39M +16,500 New
AF
1249
Aldebaran Financial
$5.63M -$124K -380 -2%
SWA
1250
Stratos Wealth Advisors
Ohio
$5.6M +$106K +325 +2%

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.