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Berkshire Hathaway Class B

3,553 hedge funds and large institutions have $257B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,371 increasing their positions, 1,401 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 96

45% more call options, than puts

Call options by funds: $5.39B | Put options by funds: $3.71B

0% less capital invested

Capital invested by funds: $258B → $257B (-$423M)

0.27% less ownership

Funds ownership: 64.2%63.93% (-0.27%)

0% less funds holding

Funds holding: 3,5683,553 (-15)

2% less repeat investments, than reductions

Existing positions increased: 1,371 | Existing positions reduced: 1,401

9% less funds holding in top 10

Funds holding in top 10: 696633 (-63)

Holders
3,553
Holders Change
-15
Holders Change %
-0.42%
% of All Funds
56.55%
Holding in Top 10
633
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-9.05%
% of All Funds
10.07%
New
161
Increased
1,371
Reduced
1,401
Closed
96
Calls
$5.39B
Puts
$3.71B
Net Calls
+$1.69B
Net Calls Change
-$51.7M

BRK.B Hedge Fund Activity: Q1 2023 in Review

3,553 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2023, worth a combined $257B — down 0.16% from $258B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new BRK.B positions and 96 closed out — a net gain of 65 holders — while 1,371 added to existing stakes and 1,401 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.4B. The largest seller was Gates Foundation Trust, cutting an estimated $1.54B.

  • 3,553 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2023, down from 3,568 in Q4 2022.
  • Funds reported $257B of Berkshire Hathaway Class B stock for Q1 2023, down 0.16% quarter-over-quarter.
  • 161 funds opened new Berkshire Hathaway Class B positions in Q1 2023 and 96 closed out, a net change of +65 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2023 was Vanguard Group, an estimated $1.4B added.
  • The largest Berkshire Hathaway Class B seller in Q1 2023 was Gates Foundation Trust, an estimated $1.54B sold.

Based on aggregated 13F filings for Q1 2023.