Berkshire Hathaway Class B
BRK.B
3,645 hedge funds and large institutions have $297B invested in Berkshire Hathaway Class B in 2023 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 1,478 increasing their positions, 1,361 reducing their positions, and 81 closing their positions.
101% more first-time investments, than exits
New positions opened: 163 | Existing positions closed: 81
67% more call options, than puts
Call options by funds: $6.44B | Put options by funds: $3.86B
8% more funds holding in top 10
Funds holding in top 10: 649 → 703 (+54)
1% more funds holding
Funds holding: 3,604 → 3,645 (+41)
9% more repeat investments, than reductions
Existing positions increased: 1,478 | Existing positions reduced: 1,361
0.16% less ownership
Funds ownership: 65.01% → 64.85% (-0.16%)
1% less capital invested
Capital invested by funds: $298B → $297B (-$1.63B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$530M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$470M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$456M |
| 4 |
BlackRock
New York
|
+$388M |
| 5 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$382M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$11.4B |
| 2 |
Gates Foundation Trust
Kirkland,
Washington
|
-$927M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$635M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$433M |
| 5 |
State Street
Boston,
Massachusetts
|
-$348M |
BRK.B Hedge Fund Activity: Q3 2023 in Review
3,645 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2023, worth a combined $297B — down 0.55% from $298B a quarter earlier.
Buyers outnumbered sellers: 163 funds opened new BRK.B positions and 81 closed out — a net gain of 82 holders — while 1,478 added to existing stakes and 1,361 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $530M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $11.4B sold.
- 3,645 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2023, up from 3,604 in Q2 2023.
- Funds reported $297B of Berkshire Hathaway Class B stock for Q3 2023, down 0.55% quarter-over-quarter.
- 163 funds opened new Berkshire Hathaway Class B positions in Q3 2023 and 81 closed out, a net change of +82 holders.
- The largest Berkshire Hathaway Class B buyer in Q3 2023 was Wellington Management Group, an estimated $530M added.
- The largest Berkshire Hathaway Class B seller in Q3 2023 was MUFG Securities EMEA, an estimated $11.4B sold.
Based on aggregated 13F filings for Q3 2023.