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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
SIA
1301
Soltis Investment Advisors
Utah
$5.17M +$102K +314 +2%
GSEP
1302
Golden State Equity Partners
California
$5.17M +$624K +1,911 +14%
Jacobs Levy Equity Management
1303
Jacobs Levy Equity Management
New Jersey
$5.16M +$482K +1,476 +11%
CFGS
1304
Concourse Financial Group Securities
Alabama
$5.16M -$156K -478 -3%
LMKC
1305
L.M. Kohn & Company
Ohio
$5.16M +$368K +1,128 +8%
JFGIW
1306
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.14M +$42.1K +129 +0.9%
PIA
1307
Pinion Investment Advisors
Kansas
$5.13M +$476K +1,458 +11%
PAM
1308
Pegasus Asset Management
New York
$5.1M +$11.4K +35 +0.2%
PJSIMP
1309
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.1M -$162K -495 -3%
HCP
1310
Holt Capital Partners
Texas
$5.07M -$6.85K -21 -0.1%
FPAS
1311
Focus Partners Advisor Solutions
Missouri
$5.06M -$2.34M -7,178 -33%
4WM
1312
4J Wealth Management
Virginia
$5.05M -$46.7K -143 -1%
KC
1313
Knuff & Co
California
$5.04M -$188K -575 -4%
BDWCC
1314
B&D White Capital Company
Texas
$5.04M +$76.7K +235 +2%
TSS
1315
Thomas Story & Son
Indiana
$5.03M -$4.9K -15 -0.1%
SLI
1316
Sumitomo Life Insurance
Japan
$5.03M -$466K -1,427 -9%
AA
1317
Apriem Advisors
California
$5.03M +$254K +779 +6%
PCP
1318
Proficio Capital Partners
Massachusetts
$5.03M +$107K +329 +2%
EW
1319
Evoke Wealth
California
$5.02M +$204K +626 +4%
CAC
1320
Core Alternative Capital
Georgia
$5.01M +$546K +1,673 +13%
AUB
1321
Atlantic Union Bankshares
Virginia
$5M -$1.11M -3,396 -19%
NP
1322
Nilsine Partners
Colorado
$4.98M +$319K +978 +7%
WT
1323
Washington Trust
Rhode Island
$4.98M -$26.8K -82 -0.6%
XWM
1324
Xcel Wealth Management
Florida
$4.97M +$34.3K +105 +0.7%
GCA
1325
Genesee Capital Advisors
New York
$4.96M +$4.75M +14,554 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.