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Berkshire Hathaway Class A
BRK.A

996 hedge funds and large institutions have $55.7B invested in Berkshire Hathaway Class A in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 129 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $54.4B → $55.7B (+$1.24B)

1.09% less ownership

Funds ownership: 21.81% → 20.71% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 122 → 118 (-4)

7% less funds holding

Funds holding: 1,068 → 996 (-72)

33% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 129

62% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 104

Holders
996
Holders Change
-72
Holders Change %
-6.74%
% of All Funds
15.81%
Holding in Top 10
118
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.28%
% of All Funds
1.87%
New
40
Increased
87
Reduced
129
Closed
104
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
CPA Asset Management
Florida
+$776M
2
SBIA
Sheaff Brock Investment Advisors
Indiana
+$694M
3
Renaissance Technologies
Renaissance Technologies
New York
+$298M
4
CPA
Cardiff Park Advisors
California
+$268M
5
JWCA
J.W. Coons Advisors
Ohio
+$108M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$4.96B
2
VAM
Vontobel Asset Management
New York
-$70.6M
3
Creative Planning
Creative Planning
Kansas
-$61.4M
4
SAM
Summit Asset Management
Tennessee
-$53.9M
5
Swedbank
Swedbank
Sweden
-$53.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
UB
26
UMB Bank
Missouri
$313M -$35.6M -66 -10%
Legal & General Group
27
Legal & General Group
United Kingdom
$302M -$7.01M -13 -2%
BIM
28
Baldwin Investment Management
Pennsylvania
$301M -$539K -1 -0.2%
GHC
29
Graham Holdings Company
Virginia
$224M – – –
NA
30
Nordwand Advisors
Pennsylvania
$224M -$10.8M -20 -5%
CG
31
Colony Group
Massachusetts
$216M -$539K -1 -0.2%
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$207M +$2.69M +5 +1%
AH
33
Allen Holding
New York
$199M – – –
PCM
34
Punch Card Management
Florida
$185M – – –
HHAA
35
Henry H. Armstrong Associates
Pennsylvania
$183M – – –
VAM
36
Vontobel Asset Management
New York
$182M -$70.6M -131 -29%
BIM
37
Bridges Investment Management
Nebraska
$178M -$1.62M -3 -0.9%
State Street
38
State Street
Massachusetts
$176M -$4.31M -8 -2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$171M +$539K +1 +0.3%
PFO
40
Pathstone Family Office
New Jersey
$162M +$25.3M +47 +18%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$160M +$2.16M +4 +1%
IFLIT
42
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$159M – – –
CH
43
Canton Hathaway
Rhode Island
$153M – – –
TAM
44
Timucuan Asset Management
Florida
$150M – – –
Corient Private Wealth
45
Corient Private Wealth
Florida
$149M -$1.62M -3 -0.1%
WM
46
WS Management
Florida
$139M – – –
WT
47
Whittier Trust
California
$136M – – –
BBHC
48
Brown Brothers Harriman & Co
New York
$135M -$1.08M -2 -0.8%
Northern Trust
49
Northern Trust
Illinois
$129M +$19.9M +37 +18%
WG
50
Winton Group
United Kingdom
$115M -$7.01M -13 -6%
1
2
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BRK.A Hedge Fund Activity: Q3 2023 in Review

996 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2023, worth a combined $55.7B — up 2.3% from $54.4B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of BRK.A and 40 opened new positions — a net loss of 64 holders — while 129 trimmed existing stakes and 87 added.

The largest buyer was CPA Asset Management, adding an estimated $776M. The largest seller was Traphagen Investment Advisors, cutting an estimated $4.96B.

  • 996 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2023, down from 1,068 in Q2 2023.
  • Funds reported $55.7B of Berkshire Hathaway Class A stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 40 funds opened new Berkshire Hathaway Class A positions in Q3 2023 and 104 closed out, a net change of -64 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2023 was CPA Asset Management, an estimated $776M added.
  • The largest Berkshire Hathaway Class A seller in Q3 2023 was Traphagen Investment Advisors, an estimated $4.96B sold.

Based on aggregated 13F filings for Q3 2023.