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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
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$167M +$11.2M +34,441 +8%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$166M +$159M +487,471 New
GHC
153
Graham Holdings Company
Virginia
$165M
EIP
154
Epoch Investment Partners
New York
$162M -$8.75M -26,821 -5%
VF
155
Virtu Financial
New York
$161M +$64.5M +197,763 +72%
GC
156
Giverny Capital
Quebec, Canada
$160M +$8.23M +25,223 +6%
AIG
157
American International Group
New York
$159M -$1.28M -3,933 -0.8%
AB
158
Amalgamated Bank
New York
$157M -$17.5M -53,481 -10%
Empower Advisory Group
159
Empower Advisory Group
Colorado
$156M +$1.44M +4,417 +1%
MIM
160
MetLife Investment Management
New Jersey
$155M -$3.74M -11,451 -2%
SBCM
161
Schwerin Boyle Capital Management
Massachusetts
$155M -$1.92M -5,875 -1%
ZIG
162
Zurich Insurance Group
Switzerland
$154M +$25.4M +77,785 +21%
Victory Capital Management
163
Victory Capital Management
Texas
$151M -$13.6M -41,557 -9%
SAM
164
Storebrand Asset Management
Norway
$149M +$16.6M +50,907 +13%
SCM
165
Shapiro Capital Management
Georgia
$148M -$6.28M -19,252 -4%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$148M +$4.07M +12,461 +3%
Harris Associates
167
Harris Associates
Illinois
$147M -$302M -925,866 -68%
MIS
168
Morningstar Investment Services
Illinois
$146M -$2.49M -7,619 -2%
BCWM
169
Bartlett & Co Wealth Management
Ohio
$141M +$426K +1,306 +0.3%
BC
170
Bartlett & Co
Ohio
$141M +$426K +1,306 +0.3%
ProShare Advisors
171
ProShare Advisors
Maryland
$141M +$399K +1,224 +0.3%
RRAM
172
River Road Asset Management
Kentucky
$137M -$23.5M -71,992 -15%
BCM
173
Bronte Capital Management
Australia
$136M +$1.49M +4,577 +1%
Aberdeen Group
174
Aberdeen Group
United Kingdom
$135M -$2.21M -6,769 -2%
Nordea Investment Management
175
Nordea Investment Management
Sweden
$134M +$6.42M +19,670 +5%

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.