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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 %
CCA
426
Cadent Capital Advisors
Oklahoma
$3.11M – – –
ECP
427
Epacria Capital Partners
Colorado
$3.11M – – –
BWP
428
Balboa Wealth Partners
Arizona
$3.11M – – –
RGC
429
Roberts, Glore & Co
Illinois
$3.11M – – –
AWM
430
Apollon Wealth Management
South Carolina
$3.11M – – –
BC
431
Blackhill Capital
New Jersey
$3.11M – – –
FWCM
432
Ferguson Wellman Capital Management
Oregon
$3.11M – – –
TAM
433
Tocqueville Asset Management
New York
$3.11M – – –
BP
434
Ballentine Partners
Massachusetts
$3.11M – – –
AC
435
Avenir Corporation
Virginia
$3.11M – – –
SBWIC
436
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.11M – – –
AIP
437
Ameritas Investment Partners
Nebraska
$3.11M – – –
NCM
438
Northside Capital Management
Oregon
$3.11M – – –
CAMG
439
CWA Asset Management Group
Florida
$3.11M – – –
CWA
440
Canvas Wealth Advisors
Kansas
$2.66M – – –
PRA
441
Pine Ridge Advisers
New York
$2.59M -$25.4M -49 -91%
ANBT
442
American National Bank & Trust
Texas
$2.59M -$1.55M -3 -38%
OCM
443
Osterweis Capital Management
California
$2.59M -$1.04M -2 -29%
AAM
444
Augustine Asset Management
Florida
$2.59M -$518K -1 -17%
DIM
445
Delta Investment Management
California
$2.59M – – –
HBT
446
Hills Bank & Trust
Iowa
$2.59M – – –
LWCFA
447
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.59M – – –
VFIC
448
Valley Forge Investment Consultants
Pennsylvania
$2.59M – – –
NSIM
449
North Star Investment Management
Illinois
$2.59M – – –
WM
450
Whitford Management
New York
$2.59M – – –
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18
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