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

Berkshire Hathaway Class B
BRK.B

3,914 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 414 funds opening new positions, 1,530 increasing their positions, 1,401 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more first-time investments, than exits

New positions opened: 414 | Existing positions closed: 84

57% more call options, than puts

Call options by funds: $6.58B | Put options by funds: $4.2B

7% more funds holding

Funds holding: 3,644 → 3,914 (+270)

5% more capital invested

Capital invested by funds: $297B → $312B (+$15.6B)

2.16% more ownership

Funds ownership: 64.85% → 67.01% (+2.2%)

9% more repeat investments, than reductions

Existing positions increased: 1,530 | Existing positions reduced: 1,401

6% less funds holding in top 10

Funds holding in top 10: 703 → 659 (-44)

Holders
3,914
Holders Change
+270
Holders Change %
+7.41%
% of All Funds
57.06%
Holding in Top 10
659
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-6.26%
% of All Funds
9.61%
New
414
Increased
1,530
Reduced
1,401
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.45B
2
State Street
State Street
Massachusetts
+$783M
3
Deutsche Bank
Deutsche Bank
Germany
+$434M
4
BlackRock
BlackRock
New York
+$434M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$353M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$917M
2
Ameriprise
Ameriprise
Minnesota
-$432M
3
Capital World Investors
Capital World Investors
California
-$369M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$282M
5
AT
AMF Tjänstepension
Sweden
-$234M
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
201
Teacher Retirement System of Texas
Texas
$127M -$17.9M -51,038 -13%
WIM
202
Weitz Investment Management
Nebraska
$126M -$2.63M -7,500 -2%
SCM
203
Shapiro Capital Management
Georgia
$126M -$9.09M -25,905 -7%
SRIM
204
Saratoga Research & Investment Management
California
$126M -$4.73M -13,481 -4%
EIP
205
Epoch Investment Partners
New York
$125M -$30M -85,409 -20%
SBCM
206
Schwerin Boyle Capital Management
Massachusetts
$125M -$6.29M -17,925 -5%
VF
207
Virtu Financial
New York
$125M +$6.01M +17,129 +5%
PA
208
Paralel Advisors
Colorado
$123M – – –
CAN
209
Cetera Advisor Networks
California
$121M +$5.4M +15,381 +5%
TAM
210
Timucuan Asset Management
Florida
$120M -$1.54M -4,389 -1%
SAA
211
Southeast Asset Advisors
Georgia
$119M -$7.62M -21,706 -6%
DnB Asset Management
212
DnB Asset Management
Norway
$119M +$3.32M +9,465 +3%
BPA
213
Beacon Pointe Advisors
California
$117M -$9.85M -28,065 -8%
WCM
214
Wallace Capital Management
Texas
$116M -$3.81M -10,858 -3%
CDH
215
Charles D. Hyman
$116M -$1.47M -4,202 -1%
GLA
216
Great Lakes Advisors
Illinois
$116M -$6.57M -18,722 -5%
Robeco Institutional Asset Management
217
Robeco Institutional Asset Management
Netherlands
$115M +$2.86M +8,160 +3%
UAM
218
UAS Asset Management
New York
$115M +$4.43M +12,623 +4%
FGAM
219
Financial Gravity Asset Management
Texas
$115M +$2.11M +6,021 +7%
CNB
220
Czech National Bank
Czech Republic
$114M -$8.78K -25 -0%
PAG
221
Private Advisor Group
New Jersey
$113M +$2.27M +6,472 +2%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$112M +$8.02M +22,845 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
223
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$110M -$34M -96,922 -24%
SOADOR
224
State of Alaska Department of Revenue
Alaska
$109M -$6.85M -19,510 -6%
LDB
225
Lee, Danner & Bass
Tennessee
$109M -$2.7M -7,688 -2%
7 8
9
10 11

BRK.B Hedge Fund Activity: Q4 2023 in Review

3,914 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2023, worth a combined $312B — up 5.3% from $297B a quarter earlier.

Buyers outnumbered sellers: 414 funds opened new BRK.B positions and 84 closed out — a net gain of 330 holders — while 1,530 added to existing stakes and 1,401 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.45B. The largest seller was Gates Foundation Trust, cutting an estimated $917M.

  • 3,914 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2023, up from 3,644 in Q3 2023.
  • Funds reported $312B of Berkshire Hathaway Class B stock for Q4 2023, up 5.3% quarter-over-quarter.
  • 414 funds opened new Berkshire Hathaway Class B positions in Q4 2023 and 84 closed out, a net change of +330 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2023 was Morgan Stanley, an estimated $8.45B added.
  • The largest Berkshire Hathaway Class B seller in Q4 2023 was Gates Foundation Trust, an estimated $917M sold.

Based on aggregated 13F filings for Q4 2023.