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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
1
Renaissance Technologies
New York
$618M
2
DZ Bank
2
DZ Bank
Germany
$110M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$34M
4
KFA
4
Kelleher Financial Advisors
New York
$30.8M
5
PFO
5
Pathstone Family Office
New Jersey
$162M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$7.44M
2
VAM
2
Vontobel Asset Management
New York
$182M
3
Creative Planning
3
Creative Planning
Kansas
$2.39M
4
Swedbank
4
Swedbank
Sweden
$468M
5
BFM
5
Blacksheep Fund Management
Ireland
$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
26
UMB Bank
Missouri
$313M -$35.1M -66 -10%
Legal & General Group
27
Legal & General Group
United Kingdom
$302M -$6.91M -13 -2%
BIM
28
Baldwin Investment Management
Pennsylvania
$301M -$531K -1 -0.2%
GHC
29
Graham Holdings Company
Virginia
$224M – – –
NA
30
Nordwand Advisors
Pennsylvania
$224M -$10.6M -20 -5%
CG
31
Colony Group
Massachusetts
$216M -$531K -1 -0.2%
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$207M +$2.66M +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 -$75.3M -131 -29%
BIM
37
Bridges Investment Management
Nebraska
$178M -$1.59M -3 -0.9%
State Street
38
State Street
Massachusetts
$176M -$4.25M -8 -2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$171M +$531K +1 +0.3%
PFO
40
Pathstone Family Office
New Jersey
$162M +$25M +47 +18%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$160M +$2.13M +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 -$116K -3 -0.1%
WM
46
WS Management
Florida
$139M – – –
WT
47
Whittier Trust
California
$136M – – –
BBHC
48
Brown Brothers Harriman & Co
New York
$135M -$1.06M -2 -0.8%
Northern Trust
49
Northern Trust
Illinois
$129M +$19.7M +37 +18%
WG
50
Winton Group
United Kingdom
$115M -$6.91M -13 -6%
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