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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

992 hedge funds and large institutions have $55.6B invested in Berkshire Hathaway Class A in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 129 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
-73
Holders Change %
-6.85%
% of All Funds
15.82%
Holding in Top 10
117
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.1%
% of All Funds
1.87%
New
39
Increased
87
Reduced
129
Closed
104
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$293M
2
DZ Bank
DZ Bank
Germany
+$60.1M
3
Marshall Wace
Marshall Wace
United Kingdom
+$30.3M
4
KFA
Kelleher Financial Advisors
New York
+$26M
5
PFO
Pathstone Family Office
New Jersey
+$25M

Top Sellers

1
TIA
Traphagen Investment Advisors
New Jersey
-$4.89B
2
VAM
Vontobel Asset Management
New York
-$75.3M
3
Creative Planning
Creative Planning
Kansas
-$54.5M
4
Swedbank
Swedbank
Sweden
-$53.1M
5
BFM
Blacksheep Fund Management
Ireland
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
351
Van Hulzen Asset Management
California
$4.25M -$532K -1 -11%
FNFDCM
352
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.25M – – –
SDIC
353
South Dakota Investment Council
South Dakota
$4.25M – – –
CAM
354
Cidel Asset Management
Ontario, Canada
$4.25M – – –
BHPW
355
Beverly Hills Private Wealth
California
$4.25M – – –
OFG
356
Oxford Financial Group
Indiana
$4.25M – – –
CCM
357
Compass Capital Management
Minnesota
$4.25M – – –
PCM
358
Palisade Capital Management
New Jersey
$4.25M – – –
SA
359
SRH Advisors
Kansas
$4.25M – – –
NG
360
Northstar Group
New York
$4.25M – – –
NHC
361
Nicholas Hoffman & Company
Georgia
$4.25M – – –
SPIA
362
Steward Partners Investment Advisory
New York
$4.25M – – –
BMO
363
Beck Mack & Oliver
New York
$4.25M – – –
EFS
364
Essex Financial Services
Connecticut
$4.25M – – –
BFIM
365
Beese Fulmer Investment Management
Ohio
$4.25M – – –
ET
366
Equitable Trust
Tennessee
$4.25M +$531K +1 +14%
SI
367
Stephens Inc
Arkansas
$4.25M +$531K +1 +14%
MCM
368
MAI Capital Management
Ohio
$4.25M +$531K +1 +14%
AWM
369
Apollon Wealth Management
South Carolina
$4.25M +$1.06M +2 +33%
BFS
370
Bradley Foster & Sargent
Connecticut
$4.14M – – –
JEST
371
JTC Employer Solutions Trustee
Jersey
$3.72M – – –
AAM
372
Aureus Asset Management
Massachusetts
$3.72M -$531K -1 -13%
KS
373
Karpas Strategies
Connecticut
$3.72M – – –
LNC
374
Lincoln National Corp
Pennsylvania
$3.72M – – –
ONB
375
Old National Bancorp
Indiana
$3.72M – – –
13 14
15
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