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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 %
JCM
451
Jacobi Capital Management
Pennsylvania
$2.66M – – –
SDWIA
452
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.66M – – –
FRM
453
Foundation Resource Management
Arkansas
$2.66M – – –
AI
454
Atria Investments
North Carolina
$2.66M – – –
ANBT
455
American National Bank & Trust
Texas
$2.66M – – –
FIB
456
First Interstate Bank
Montana
$2.66M – – –
RC
457
RBO & Co
California
$2.66M – – –
WM
458
Whitford Management
New York
$2.66M – – –
CA
459
Cresta Advisors
Texas
$2.66M +$531K +1 +25%
GC
460
Gratus Capital
Georgia
$2.66M +$531K +1 +25%
RSWM
461
Robertson Stephens Wealth Management
California
$2.66M +$1.06M +2 +67%
FNBTCON
462
First National Bank & Trust Co of Newtown
Pennsylvania
$2.66M +$1.59M +3 +150%
Prudential Financial
463
Prudential Financial
New Jersey
$2.66M +$2.66M +5 New
Millennium Management
464
Millennium Management
New York
$2.66M +$2.66M +5 New
NB
465
NBT Bank
New York
$2.66M +$2.66M +5 New
BFEC
466
Benjamin F. Edwards & Company
Missouri
$2.66M – – –
ST
467
Sentinel Trust
Texas
$2.66M – – –
FDCC
468
Foster Dykema Cabot & Co
Massachusetts
$2.66M – – –
MPM
469
Meritage Portfolio Management
Kansas
$2.66M – – –
LWCFA
470
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.65M – – –
RIA
471
Realta Investment Advisors
Delaware
$2.59M – – –
CBTWT
472
Community Bank & Trust (Waco, Texas)
Texas
$2.44M – – –
Creative Planning
473
Creative Planning
Kansas
$2.39M -$54.5M -114 -96%
UOMF
474
University of Maryland Foundation
Maryland
$2.13M -$11.2M -21 -84%
SMP
475
Santa Monica Partners
Florida
$2.13M – – –
17 18
19
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