Berkshire Hathaway Class B
BRK.B
3,920 hedge funds and large institutions have $305B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 418 funds opening new positions, 1,531 increasing their positions, 1,401 reducing their positions, and 84 closing their positions.
398% more first-time investments, than exits
New positions opened: 418 | Existing positions closed: 84
57% more call options, than puts
Call options by funds: $6.58B | Put options by funds: $4.2B
8% more funds holding
Funds holding: 3,646 → 3,920 (+274)
9% more repeat investments, than reductions
Existing positions increased: 1,531 | Existing positions reduced: 1,401
3% more capital invested
Capital invested by funds: $296B → $305B (+$8.49B)
0.64% more ownership
Funds ownership: 64.76% → 65.4% (+0.64%)
6% less funds holding in top 10
Funds holding in top 10: 702 → 659 (-43)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$945M |
| 2 |
State Street
Boston,
Massachusetts
|
+$783M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$434M |
| 4 |
BlackRock
New York
|
+$434M |
| 5 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$353M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$917M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$432M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$369M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$282M |
| 5 |
AT
AMF Tjänstepension
Stockholm,
Sweden
|
-$234M |
BRK.B Hedge Fund Activity: Q4 2023 in Review
3,920 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2023, worth a combined $305B — up 2.9% from $296B a quarter earlier.
Buyers outnumbered sellers: 418 funds opened new BRK.B positions and 84 closed out — a net gain of 334 holders — while 1,531 added to existing stakes and 1,401 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $945M. The largest seller was Gates Foundation Trust, cutting an estimated $917M.
- 3,920 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2023, up from 3,646 in Q3 2023.
- Funds reported $305B of Berkshire Hathaway Class B stock for Q4 2023, up 2.9% quarter-over-quarter.
- 418 funds opened new Berkshire Hathaway Class B positions in Q4 2023 and 84 closed out, a net change of +334 holders.
- The largest Berkshire Hathaway Class B buyer in Q4 2023 was Neuberger Berman Group, an estimated $945M 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.