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Berkshire Hathaway Class A
BRK.A

1,068 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, 70 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $48.9B → $54.4B (+$5.5B)

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

0% less funds holding

Funds holding: 1,072 → 1,068 (-4)

0.91% less ownership

Funds ownership: 22.72% → 21.81% (-0.91%)

2% less funds holding in top 10

Funds holding in top 10: 124 → 122 (-2)

44% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 126

Holders
1,068
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
16.77%
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
70
Reduced
126
Closed
50
Calls
$15.3M
Puts
–
Net Calls
+$15.3M
Net Calls Change
+$15.3M

Top Buyers

Rank Fund Capital Flow
1
AWM
Activest Wealth Management
Florida
+$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$747M
3
Renaissance Technologies
Renaissance Technologies
New York
+$304M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$65.2M
5
CHP
Cable Hill Partners
Oregon
+$63.7M

Top Sellers

Rank Fund Capital Flow
1
PAI
Pittenger & Anderson Inc
Nebraska
-$1.58B
2
First Manhattan
First Manhattan
New York
-$760M
3
EWA
EP Wealth Advisors
California
-$753M
4
Norges Bank
Norges Bank
Norway
-$229M
5
TIA
Traphagen Investment Advisors
New Jersey
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
451
Capricorn Fund Managers
United Kingdom
$2.59M – – –
CA
452
Cetera Advisors
Colorado
$2.59M – – –
CT
453
Chicago Trust
Illinois
$2.59M – – –
CIM
454
Confluence Investment Management
Missouri
$2.59M – – –
CWM
455
Congress Wealth Management
Massachusetts
$2.59M – – –
DIM
456
Delta Investment Management
California
$2.59M – – –
Fiera Capital (Canada)
457
Fiera Capital (Canada)
Quebec, Canada
$2.59M – – –
FIB
458
First Interstate Bank
Montana
$2.59M – – –
FFP
459
FourThought Financial Partners
Florida
$2.59M – – –
GA
460
Goldstein Advisors
Wisconsin
$2.59M – – –
HBT
461
Hills Bank & Trust
Iowa
$2.59M – – –
JCM
462
Jacobi Capital Management
Pennsylvania
$2.59M – – –
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.59M – – –
MSR
464
Main Street Research
Connecticut
$2.59M – – –
NCM
465
Narwhal Capital Management
Georgia
$2.59M – – –
NSIM
466
North Star Investment Management
Illinois
$2.59M – – –
OGC
467
Oak Grove Capital
New Hampshire
$2.59M – – –
PA
468
Parallel Advisors
California
$2.59M – – –
PWLP
469
Prio Wealth Limited Partnership
Massachusetts
$2.59M – – –
RC
470
RBO & Co
California
$2.59M – – –
RIA
471
Realta Investment Advisors
Delaware
$2.59M – – –
SDWIA
472
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.59M – – –
TFO
473
Tarbox Family Office
California
$2.59M – – –
VFIC
474
Valley Forge Investment Consultants
Pennsylvania
$2.59M – – –
Vontobel Holding
475
Vontobel Holding
Switzerland
$2.59M – – –
17 18
19
20 21

BRK.A Hedge Fund Activity: Q2 2023 in Review

1,068 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2023, worth a combined $54.4B — up 11% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BRK.A positions and 50 closed out — a net gain of 4 holders — while 70 added to existing stakes and 126 trimmed.

The largest buyer was Activest Wealth Management, opening a new position worth an estimated $1.02B. The largest seller was Pittenger & Anderson Inc, cutting an estimated $1.58B.

  • 1,068 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2023, down from 1,072 in Q1 2023.
  • Funds reported $54.4B of Berkshire Hathaway Class A stock for Q2 2023, up 11% quarter-over-quarter.
  • 54 funds opened new Berkshire Hathaway Class A positions in Q2 2023 and 50 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2023 was Activest Wealth Management, an estimated $1.02B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2023 was Pittenger & Anderson Inc, an estimated $1.58B sold.

Based on aggregated 13F filings for Q2 2023.