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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
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$224M -$51.5M -157,789 -19%
Voloridge Investment Management
127
Voloridge Investment Management
Florida
$220M +$211M +646,010 New
PAMS
128
Pictet Asset Management (Switzerland)
Switzerland
$218M +$10.9M +33,487 +6%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$217M -$1.36M -4,175 -0.7%
TD Asset Management
130
TD Asset Management
Ontario, Canada
$212M -$14.6M -44,609 -7%
Franklin Resources
131
Franklin Resources
California
$211M +$33.7M +103,259 +20%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$211M -$9.81M -30,060 -5%
State of Tennessee, Department of Treasury
133
State of Tennessee, Department of Treasury
Tennessee
$207M -$12.2M -37,281 -6%
AACR
134
ACR Alpine Capital Research
Missouri
$206M -$364K -1,114 -0.2%
GIM
135
Greylin Investment Management
Virginia
$204M -$6.88M -21,080 -3%
O
136
Ossiam
France
$200M -$11.1M -34,163 -6%
ESBC
137
E.S. Barr & Co
Kentucky
$196M +$57.1K +175 +0%
Kovitz Investment Group Partners
138
Kovitz Investment Group Partners
Illinois
$196M +$33.2M +101,620 +22%
Rafferty Asset Management
139
Rafferty Asset Management
New York
$195M -$11.4M -35,033 -6%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$191M +$23.2M +71,199 +15%
Aviva
141
Aviva
United Kingdom
$189M +$116M +355,379 +180%
DekaBank Deutsche Girozentrale
142
DekaBank Deutsche Girozentrale
Germany
$187M +$11.8M +36,088 +7%
GIA
143
Gateway Investment Advisers
Ohio
$187M -$89.1K -273 -0%
CWM
144
CIBC World Markets
New York
$185M +$91.5M +280,445 +107%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$183M +$12.1M +37,143 +7%
Asset Management One
146
Asset Management One
Japan
$179M -$2.94M -9,001 -2%
Los Angeles Capital Management
147
Los Angeles Capital Management
California
$176M +$14.3M +43,948 +9%
VNIM
148
Vaughan Nelson Investment Management
Texas
$176M +$48.5M +148,464 +41%
SC
149
Scotia Capital
Ontario, Canada
$169M +$2M +6,123 +1%
RCG
150
Ruane, Cunniff & Goldfarb
New York
$167M -$110K -336 -0.1%

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.