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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
HPC
176
HM Payson & Co
Maine
$133M -$2.09M -6,406 -2%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$132M +$2.68M +8,201 +2%
MCI
178
McDonald Capital Investors
California
$129M -$3.62M -11,080 -3%
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$129M +$4.81M +14,746 +4%
JWBC
180
John W. Bristol & Co
New York
$129M -$229K -701 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
181
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$128M -$3.64M -11,140 -3%
TPSF
182
Texas Permanent School Fund
Texas
$128M -$541K -1,658 -0.4%
KAS
183
Kestra Advisory Services
Texas
$127M +$15.3M +47,007 +14%
SFG
184
Sather Financial Group
Texas
$127M +$353K +1,081 +0.3%
WIM
185
Weitz Investment Management
Nebraska
$127M -$424K -1,300 -0.3%
ASRS
186
Arizona State Retirement System
Arizona
$127M +$5.09M +15,586 +4%
SRIM
187
Saratoga Research & Investment Management
California
$126M +$19.9M +60,977 +20%
VanEck Associates
188
VanEck Associates
New York
$126M +$21.9M +67,173 +22%
Barrow, Hanley, Mewhinney & Strauss
189
Barrow, Hanley, Mewhinney & Strauss
Texas
$125M -$1.98M -6,079 -2%
PI
190
PineBridge Investments
New York
$125M +$4.48M +13,715 +4%
Two Sigma Investments
191
Two Sigma Investments
New York
$123M +$118M +362,066 New
Nomura Asset Management
192
Nomura Asset Management
Japan
$123M -$265K -812 -0.2%
SAA
193
Southeast Asset Advisors
Georgia
$123M -$945K -2,896 -0.8%
Schroder Investment Management Group
194
Schroder Investment Management Group
United Kingdom
$123M +$3.75M +11,499 +3%
SOMRS
195
State of Michigan Retirement System
Michigan
$122M -$1.93M -5,900 -2%
Teacher Retirement System of Texas
196
Teacher Retirement System of Texas
Texas
$120M -$2.65M -8,111 -2%
OP
197
Oldfield Partners
United Kingdom
$120M -$21.1M -64,600 -15%
VRS
198
Virginia Retirement Systems
Virginia
$120M
Allspring Global Investments
199
Allspring Global Investments
North Carolina
$120M -$31.6M -96,816 -22%
William Blair & Company
200
William Blair & Company
Illinois
$120M -$2.02M -6,188 -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.