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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 %
PCI
276
Pacifica Capital Investments
Texas
$6.73M – – –
USCWA
277
U.S. Capital Wealth Advisors
Texas
$6.73M – – –
FT
278
Fiduciary Trust
Massachusetts
$6.73M – – –
BEAM
279
Baker Ellis Asset Management
Washington
$6.73M – – –
NW
280
NewEdge Wealth
Pennsylvania
$6.73M – – –
SBIA
281
Sheaff Brock Investment Advisors
Indiana
$6.73M – – –
CWC
282
Carolinas Wealth Consulting
North Carolina
$6.73M – – –
NA
283
NewEdge Advisors
Louisiana
$6.73M +$518K +1 +8%
EWM
284
Evercore Wealth Management
New York
$6.73M +$1.04M +2 +18%
NRS
285
Neville Rodie & Shaw
New York
$6.21M – – –
FCI
286
Financial Counselors Inc
Kansas
$6.21M – – –
AA
287
Aire Advisors
California
$6.21M -$518K -1 -8%
KP
288
Keel Point
Alabama
$6.21M – – –
PC
289
Pecaut & Co
Iowa
$6.21M – – –
MA
290
Mutual Advisors
Nebraska
$6.21M – – –
CPIA
291
Cornell Pochily Investment Advisors
New York
$6.21M – – –
FMTC
292
Farmers & Merchants Trust Company
California
$6.21M – – –
VWMG
293
Virginia Wealth Management Group
Virginia
$6.21M – – –
ECG
294
Edge Capital Group
Georgia
$6.21M +$2.07M +4 +50%
MPM
295
MBB Public Markets
Illinois
$6.21M +$6.21M +12 New
PSFG
296
Prairie Sky Financial Group
Illinois
$6.21M +$6.21M +12 New
CPSAC
297
Chas P. Smith & Associates (CPS)
Florida
$5.7M – – –
SNB
298
Security National Bank
Nebraska
$5.7M -$518K -1 -8%
AAS
299
Avantax Advisory Services
Texas
$5.7M – – –
BG
300
Bahl & Gaynor
Ohio
$5.7M – – –
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12
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