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Berkshire Hathaway Class A
BRK.A

1,072 hedge funds and large institutions have $48.9B invested in Berkshire Hathaway Class A in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 54 increasing their positions, 142 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

1% less funds holding

Funds holding: 1,078 → 1,072 (-6)

2% less funds holding in top 10

Funds holding in top 10: 127 → 124 (-3)

2.81% less ownership

Funds ownership: 25.52% → 22.72% (-2.8%)

6% less capital invested

Capital invested by funds: $51.8B → $48.9B (-$2.9B)

62% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 142

Holders
1,072
Holders Change
-6
Holders Change %
-0.56%
% of All Funds
17.08%
Holding in Top 10
124
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.36%
% of All Funds
1.98%
New
47
Increased
54
Reduced
142
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$706M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$57M
3
VAM
Vontobel Asset Management
New York
+$55.6M
4
AWA
Artemis Wealth Advisors
New York
+$46.7M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$42M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$5.45B
2
First Manhattan
First Manhattan
New York
-$1.83B
3
GQG Partners
GQG Partners
Florida
-$372M
4
TIA
Traphagen Investment Advisors
New Jersey
-$286M
5
PFO
Pathstone Family Office
New Jersey
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
426
Cadent Capital Advisors
Oklahoma
$2.79M – – –
CAMG
427
CWA Asset Management Group
Florida
$2.79M – – –
ECP
428
Epacria Capital Partners
Colorado
$2.79M – – –
NCM
429
Northside Capital Management
Oregon
$2.79M – – –
RCG
430
Resource Consulting Group
Florida
$2.79M – – –
RGC
431
Roberts, Glore & Co
Illinois
$2.79M – – –
SBWIC
432
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.79M – – –
TAM
433
Tocqueville Asset Management
New York
$2.79M – – –
IAA
434
Independent Advisor Alliance
North Carolina
$2.79M +$1.87M +4 +200%
FWCM
435
Ferguson Wellman Capital Management
Oregon
$2.79M +$2.8M +6 New
BPA
436
Beacon Pointe Advisors
California
$2.79M – – –
CWA
437
Canvas Wealth Advisors
Kansas
$2.5M – – –
RWA
438
Ropes Wealth Advisors
Massachusetts
$2.33M -$1.4M -3 -38%
CA
439
Cetera Advisors
Colorado
$2.33M -$467K -1 -17%
LWCFA
440
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.33M -$467K -1 -17%
ACM
441
Advisors Capital Management
New Jersey
$2.33M – – –
AWA
442
Amplius Wealth Advisors
Pennsylvania
$2.33M – – –
AI
443
Atria Investments
North Carolina
$2.33M – – –
BFEC
444
Benjamin F. Edwards & Company
Missouri
$2.33M – – –
BDFN
445
Bond & Devick Financial Network
Minnesota
$2.33M – – –
CT
446
Caldwell Trust
Florida
$2.33M – – –
CS
447
Cannell & Spears
New York
$2.33M – – –
CFM
448
Capricorn Fund Managers
United Kingdom
$2.33M – – –
CT
449
Chicago Trust
Illinois
$2.33M – – –
CIM
450
Confluence Investment Management
Missouri
$2.33M – – –
16 17
18
19 20

BRK.A Hedge Fund Activity: Q1 2023 in Review

1,072 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2023, worth a combined $48.9B — down 5.6% from $51.8B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BRK.A positions and 36 closed out — a net gain of 11 holders — while 54 added to existing stakes and 142 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $706M. The largest seller was Corient Private Wealth, cutting an estimated $5.45B.

  • 1,072 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2023, down from 1,078 in Q4 2022.
  • Funds reported $48.9B of Berkshire Hathaway Class A stock for Q1 2023, down 5.6% quarter-over-quarter.
  • 47 funds opened new Berkshire Hathaway Class A positions in Q1 2023 and 36 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2023 was EP Wealth Advisors, an estimated $706M added.
  • The largest Berkshire Hathaway Class A seller in Q1 2023 was Corient Private Wealth, an estimated $5.45B sold.

Based on aggregated 13F filings for Q1 2023.