We are live on ! Find out more
BRK.B icon

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
HHAA
201
Henry H. Armstrong Associates
Pennsylvania
$120M +$1.5M +4,585 +1%
TAM
202
Timucuan Asset Management
Florida
$119M -$1.36M -4,167 -1%
PA
203
Paralel Advisors
Colorado
$118M -$45.7M -140,000 -29%
Cerity Partners
204
Cerity Partners
New York
$118M -$32.6M -100,008 -22%
MIP
205
Mondrian Investment Partners
United Kingdom
$116M -$2.85M -8,744 -2%
UCFA
206
United Capital Financial Advisors
Texas
$115M -$4.64M -14,216 -4%
Public Sector Pension Investment Board (PSP Investments)
207
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$113M -$8.61M -26,367 -7%
KBC Group
208
KBC Group
Belgium
$113M -$7.19M -22,019 -6%
Fayez Sarofim & Co
209
Fayez Sarofim & Co
Texas
$113M -$216K -663 -0.2%
M&T Bank
210
M&T Bank
New York
$112M -$19M -58,122 -15%
CDH
211
Charles D. Hyman
$112M +$1.02M +3,112 +1%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$112M -$9.17M -28,095 -8%
WCM
213
Wallace Capital Management
Texas
$112M +$1.05M +3,231 +1%
LDB
214
Lee, Danner & Bass
Tennessee
$111M -$547K -1,675 -0.5%
DnB Asset Management
215
DnB Asset Management
Norway
$109M -$650K -1,993 -0.6%
D.E. Shaw & Co
216
D.E. Shaw & Co
New York
$108M -$170M -521,893 -62%
TAF
217
Tredje AP-fonden
Sweden
$108M +$2.68M +8,200 +3%
UAM
218
UAS Asset Management
New York
$106M -$175K -537 -0.2%
COPPSERS
219
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$106M +$1.82M +5,576 +2%
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$104M +$6.77M +20,741 +7%
PAG
221
Private Advisor Group
New Jersey
$104M +$1.38M +4,236 +1%
1832 Asset Management
222
1832 Asset Management
Ontario, Canada
$103M +$62.3M +190,884 +171%
FAF
223
Första AP-fonden
Sweden
$103M -$359K -1,100 -0.4%
C
224
Consulta
United Kingdom
$102M -$45.8M -140,250 -32%
EWM
225
Evercore Wealth Management
New York
$101M +$639K +1,957 +0.7%

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.