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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 %
YL
401
YCG LLC
Texas
$3.62M – – –
SI
402
Stephens Inc
Arkansas
$3.62M – – –
PWP
403
Principle Wealth Partners
Connecticut
$3.62M – – –
OC
404
Oppenheimer & Co
New York
$3.62M – – –
BFA
405
Bragg Financial Advisors
North Carolina
$3.62M – – –
BJL
406
Brighton Jones LLC
Washington
$3.62M – – –
TCA
407
Transcend Capital Advisors
New Jersey
$3.62M – – –
SWA
408
SOA Wealth Advisors
New York
$3.62M – – –
KS
409
Karpas Strategies
Connecticut
$3.62M – – –
IAA
410
Independent Advisor Alliance
North Carolina
$3.62M +$518K +1 +17%
Marshall Wace
411
Marshall Wace
United Kingdom
$3.62M +$2.59M +5 +250%
SNBOSCI
412
Security National Bank of Sioux City Iowa
Iowa
$3.62M +$3.62M +7 New
API
413
Advisor Partners II
California
$3.6M – – –
TIA
414
Traphagen Investment Advisors
New Jersey
$3.14M -$72.6K -213 -2%
National Bank of Canada
415
National Bank of Canada
Quebec, Canada
$3.11M – – –
AIS
416
AM Investment Strategies
Tennessee
$3.11M – – –
CBTWT
417
Community Bank & Trust (Waco, Texas)
Texas
$3.11M – – –
BMC
418
Beaton Management Company
Massachusetts
$3.11M – – –
WHG
419
Westwood Holdings Group
Texas
$3.11M – – –
VC
420
Vestor Capital
Illinois
$3.11M – – –
BAMF
421
BI Asset Management Fondsmaeglerselskab
Denmark
$3.11M +$2.07M +4 +200%
WIM
422
WealthPlan Investment Management
Nebraska
$3.11M -$3.11M -6 -50%
FFA
423
First Foundation Advisors
California
$3.11M -$2.07M -4 -40%
FWCM
424
Ferguson Wellman Capital Management
Oregon
$3.11M – – –
BC
425
Blackhill Capital
New Jersey
$3.11M – – –
15 16
17
18 19