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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 %
VHAM
351
Van Hulzen Asset Management
California
$4.66M – – –
BCM
352
Beddow Capital Management
Wyoming
$4.66M – – –
BA
353
Birinyi Associates
Connecticut
$4.66M – – –
WI
354
Wintrust Investments
Illinois
$4.66M +$4.66M +9 New
CCB
355
Country Club Bank
Missouri
$4.61M – – –
BHPW
356
Beverly Hills Private Wealth
California
$4.27M – – –
AWS
357
Arkfeld Wealth Strategies
Nebraska
$4.2M – – –
SC
358
Scotia Capital
Ontario, Canada
$4.14M – – –
EFS
359
Essex Financial Services
Connecticut
$4.14M -$1.04M -2 -20%
CCM
360
Compass Capital Management
Minnesota
$4.14M – – –
PCM
361
Palisade Capital Management
New Jersey
$4.14M – – –
BFS
362
Bradley Foster & Sargent
Connecticut
$4.14M – – –
CAM
363
Cidel Asset Management
Ontario, Canada
$4.14M – – –
NG
364
Northstar Group
New York
$4.14M – – –
NHC
365
Nicholas Hoffman & Company
Georgia
$4.14M – – –
OIA
366
OneDigital Investment Advisors
Kansas
$4.14M – – –
SPIA
367
Steward Partners Investment Advisory
New York
$4.14M – – –
AAM
368
Aureus Asset Management
Massachusetts
$4.14M – – –
OFG
369
Oxford Financial Group
Indiana
$4.14M – – –
BMO
370
Beck Mack & Oliver
New York
$4.14M – – –
RG
371
Rathbones Group
United Kingdom
$4.14M – – –
MIM
372
Moseley Investment Management
Florida
$4.14M – – –
BFIM
373
Beese Fulmer Investment Management
Ohio
$4.14M – – –
NA
374
Nottingham Advisors
New York
$4.14M – – –
RWA
375
Ropes Wealth Advisors
Massachusetts
$4.14M +$1.55M +3 +60%
13 14
15
16 17