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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
FUBT
2426
First United Bank & Trust
Maryland
$1.05M
PCA
2427
Prosperity Capital Advisors
Ohio
$1.05M +$13.4K +41 +1%
HGWM
2428
Horst & Graben Wealth Management
Oregon
$1.05M -$8.49K -26 -0.8%
MSWM
2429
McGlone Suttner Wealth Management
Wisconsin
$1.05M -$10.1K -31 -1%
TC
2430
Tacita Capital
Ontario, Canada
$1.05M
IC
2431
Inscription Capital
Texas
$1.04M -$9.79K -30 -1%
BWM
2432
Benchmark Wealth Management
Connecticut
$1.04M -$3.26K -10 -0.3%
MCWS
2433
McKinley Carter Wealth Services
West Virginia
$1.04M -$58.4K -179 -6%
BWIA
2434
Bryant Woods Investment Advisors
New York
$1.04M
VBFP
2435
Valtinson Bruner Financial Planning
Minnesota
$1.04M +$5.55K +17 +0.6%
NRC
2436
New Republic Capital
North Carolina
$1.03M +$35.6K +109 +4%
HFS
2437
Howard Financial Services
Texas
$1.03M -$21.9K -67 -2%
YWS
2438
Yarger Wealth Strategies
Ohio
$1.03M +$33.6K +103 +4%
VAM
2439
Verity Asset Management
North Carolina
$1.03M -$912K -2,795 -48%
SIS
2440
Sound Income Strategies
Florida
$1.03M +$93K +285 +10%
ACM
2441
Argent Capital Management
Missouri
$1.03M -$411K -1,260 -30%
BPFA
2442
Barnes Pettey Financial Advisors
Mississippi
$1.03M +$1.63K +5 +0.2%
DA
2443
Dover Advisors
Virginia
$1.02M -$836K -2,562 -46%
PCMK
2444
Paragon Capital Management (Kansas)
Kansas
$1.02M -$8.16K -25 -0.8%
GA
2445
Geller Advisors
New York
$1.02M -$170K -520 -15%
KA
2446
KLCM Advisors
Wisconsin
$1.02M +$7.51K +23 +0.8%
LAM
2447
LifePro Asset Management
California
$1.02M +$701K +2,148 +255%
ONST
2448
Old North State Trust
North Carolina
$1.02M +$64.9K +199 +7%
HA
2449
Hofer & Associates
California
$1.02M +$69.2K +212 +8%
RA
2450
Rise Advisors
New York
$1.02M -$136K -416 -12%

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.