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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
TPA
1276
Trivium Point Advisory
Connecticut
$5.34M -$71.5K -219 -1%
FNC
1277
First National Corp
Massachusetts
$5.32M -$17.3K -53 -0.3%
TCM
1278
Teza Capital Management
Illinois
$5.32M +$4.36M +13,369 +602%
CA
1279
Continuum Advisory
Idaho
$5.3M +$59.4K +182 +1%
BFA
1280
Bragg Financial Advisors
North Carolina
$5.29M -$107K -329 -2%
LC
1281
Lavaca Capital
Texas
$5.29M -$17.3K -53 -0.3%
BOH
1282
Bank of Hawaii
Hawaii
$5.29M -$76K -233 -1%
SVCP
1283
Silicon Valley Capital Partners
California
$5.29M +$566K +1,733 +13%
PVI
1284
Pine Valley Investments
New Jersey
$5.27M +$3.08M +9,422 +156%
PI
1285
PFG Investments
New York
$5.26M +$1.52M +4,668 +43%
PB
1286
Pinnacle Bancorp
Nebraska
$5.26M +$29.7K +91 +0.6%
VHAM
1287
Van Hulzen Asset Management
California
$5.26M -$5.01M -15,353 -50%
BFC
1288
Blue Fin Capital
Rhode Island
$5.25M +$395K +1,210 +9%
SF
1289
Summit Financial
New Jersey
$5.25M -$614K -1,882 -11%
FPB
1290
First PREMIER Bank
South Dakota
$5.24M -$218K -667 -4%
RWP
1291
RWA Wealth Partners
Massachusetts
$5.23M -$3.22M -9,872 -39%
AWA
1292
Arkadios Wealth Advisors
Georgia
$5.23M -$315K -964 -6%
III
1293
Independent Investors Inc
New York
$5.23M
CWM
1294
Calamos Wealth Management
Illinois
$5.23M +$110K +337 +2%
MHS
1295
M Holdings Securities
Oregon
$5.21M -$1.6M -4,893 -24%
GC
1296
Grimes & Company
Massachusetts
$5.2M -$47.6K -146 -0.9%
Balyasny Asset Management
1297
Balyasny Asset Management
Illinois
$5.18M -$11.5M -35,157 -70%
APP
1298
Avantax Planning Partners
Iowa
$5.18M -$81.6K -250 -2%
KWA
1299
KCS Wealth Advisory
California
$5.17M +$62.3K +191 +1%
SNBOSD
1300
Security National Bank of So Dak
Iowa
$5.17M +$4.95M +15,164 New

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.