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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,065 hedge funds and large institutions have $54.4B invested in Berkshire Hathaway Class A in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 69 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
16.8%
Holding in Top 10
122
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.61%
% of All Funds
1.92%
New
54
Increased
69
Reduced
126
Closed
50
Calls
$15.3M
Puts
–
Net Calls
+$15.3M
Net Calls Change
+$15.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$777M
2
Renaissance Technologies
Renaissance Technologies
New York
+$316M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$68.1M
4
CHP
Cable Hill Partners
Oregon
+$66.3M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$36.2M

Top Sellers

1
PAI
Pittenger & Anderson Inc
Nebraska
-$1.64B
2
EWA
EP Wealth Advisors
California
-$1.57B
3
First Manhattan
First Manhattan
New York
-$790M
4
Norges Bank
Norges Bank
Norway
-$239M
5
FAG
Financial Advisory Group
Texas
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
251
LMCG Investments
Massachusetts
$7.77M – – –
VC
252
Vicus Capital
Pennsylvania
$7.77M – – –
AWM
253
AE Wealth Management
Kansas
$7.77M – – –
RPC
254
Rossmore Private Capital
Connecticut
$7.77M – – –
OPS
255
Orion Portfolio Solutions
Nebraska
$7.77M – – –
BFS
256
Bard Financial Services
Connecticut
$7.77M – – –
GLLW
257
Graves Light Lenhart Wealth
Virginia
$7.77M – – –
GT
258
Greenleaf Trust
Michigan
$7.77M – – –
CAM
259
Carret Asset Management
New York
$7.77M – – –
BCI
260
Brinker Capital Investments
Pennsylvania
$7.77M – – –
Citadel Advisors
261
Citadel Advisors
Florida
$7.77M +$3.62M +7 +88%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$7.77M -$1.55M -3 -17%
PAG
263
Private Advisor Group
New Jersey
$7.27M – – –
BC
264
Bartlett & Co
Ohio
$7.25M +$518K +1 +8%
WCM
265
Weik Capital Management
Pennsylvania
$7.25M -$1.55M -3 -18%
NAMM
266
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.25M – – –
VFA
267
Valeo Financial Advisors
Indiana
$7.25M – – –
CTC
268
Central Trust Company
Missouri
$7.25M – – –
Aviva
269
Aviva
United Kingdom
$7.25M – – –
BCWM
270
Bartlett & Co Wealth Management
Ohio
$7.25M +$518K +1 +8%
KJHP
271
K.J. Harrison & Partners
Ontario, Canada
$7.22M – – –
Amundi
272
Amundi
France
$6.75M – – –
Janus Henderson Group
273
Janus Henderson Group
United Kingdom
$6.75M – – –
ISL
274
Ingalls & Snyder LLC
New York
$6.73M – – –
CIBC World Market
275
CIBC World Market
Ontario, Canada
$6.73M – – –
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