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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
ACM
1326
Alpha Capital Management
Texas
$4.95M
WA
1327
Waddell & Associates
Tennessee
$4.95M -$18.9K -58 -0.4%
MIH
1328
Meitav Investment House
Israel
$4.95M -$163K -499 -3%
TL
1329
Tradewinds LLC
North Carolina
$4.94M +$97.3K +298 +2%
PL
1330
Plancorp LLC
Missouri
$4.94M +$20.2K +62 +0.4%
SCM
1331
Stonebridge Capital Management
California
$4.92M -$63.3K -194 -1%
MECA
1332
Miller Equity Capital Advisors
Texas
$4.91M
AWE
1333
Avidian Wealth Enterprises
Texas
$4.9M -$1.78M -5,448 -27%
IAIM
1334
International Assets Investment Management
Florida
$4.9M +$165K +505 +4%
HNW
1335
High Note Wealth
Minnesota
$4.89M -$405K -1,240 -8%
BP
1336
BBR Partners
New York
$4.88M -$36.6K -112 -0.8%
WP
1337
Westmount Partners
California
$4.87M -$227K -694 -5%
CAAS
1338
Capital Asset Advisory Services
Michigan
$4.87M +$150K +461 +3%
CF
1339
Centaurus Financial
California
$4.85M -$333K -1,019 -7%
MC
1340
Martin & Co
Tennessee
$4.84M -$204K -625 -4%
SA
1341
Strategic Advisors
New York
$4.84M -$147K -450 -3%
RFWA
1342
RPg Family Wealth Advisory
Massachusetts
$4.83M +$4.62M +14,158 New
HCA
1343
Horan Capital Advisors
Ohio
$4.83M +$25.1K +77 +0.5%
CCT
1344
Capital City Trust
Florida
$4.82M -$57.4K -176 -1%
LC
1345
Lindbrook Capital
California
$4.82M -$2.61K -8 -0.1%
MCA
1346
MSH Capital Advisors
Arizona
$4.81M -$47.3K -145 -1%
FCB
1347
First Command Bank
Texas
$4.81M -$35.9K -110 -0.8%
FCFS
1348
First Command Financial Services
Texas
$4.81M -$35.9K -110 -0.8%
RAM
1349
RK Asset Management
Michigan
$4.79M -$176K -540 -4%
DAM
1350
Delta Asset Management
Tennessee
$4.79M +$76K +233 +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.