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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 %
CIM
326
Courant Investment Management
Tennessee
$5.18M – – –
BBNA
327
Bremer Bank National Association
Minnesota
$5.18M – – –
Kovitz Investment Group Partners
328
Kovitz Investment Group Partners
Illinois
$5.18M +$1.04M +2 +25%
CAN
329
Cetera Advisor Networks
California
$5.18M +$1.04M +2 +25%
LFRG
330
Lazard Frères Gestion
France
$5.16M – – –
SMH
331
Sanders Morris Harris
Texas
$4.68M +$4.68M +9 New
Envestnet Asset Management
332
Envestnet Asset Management
Illinois
$4.66M -$518K -1 -10%
CSIC
333
Clifford Swan Investment Counsel
California
$4.66M – – –
MJRIC
334
Mogy Joel R Investment Counsel
California
$4.66M – – –
WKWM
335
Walter & Keenan Wealth Management
Indiana
$4.66M – – –
WC
336
Weil Company
California
$4.66M – – –
SN
337
Sittner & Nelson
Oregon
$4.66M – – –
KWS
338
Keystone Wealth Services
California
$4.66M – – –
NFG
339
Nations Financial Group
Iowa
$4.66M – – –
AL
340
Aspiriant LLC
California
$4.66M – – –
KFA
341
Kelleher Financial Advisors
New York
$4.66M – – –
ACP
342
Aviance Capital Partners
Florida
$4.66M – – –
ATC
343
Argent Trust Co
Tennessee
$4.66M – – –
GC
344
Giverny Capital
Quebec, Canada
$4.66M – – –
AI
345
Atom Investors
Texas
$4.66M – – –
AWS
346
AJ Wealth Strategies
New York
$4.66M – – –
ICG
347
InterOcean Capital Group
Tennessee
$4.66M – – –
IAS
348
Insigneo Advisory Services
Florida
$4.66M +$518K +1 +13%
SMA
349
Sage Mountain Advisors
Georgia
$4.66M +$518K +1 +13%
RCG
350
Resource Consulting Group
Florida
$4.66M +$1.55M +3 +50%
12 13
14
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