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Berkshire Hathaway Class A
BRK.A

1,072 hedge funds and large institutions have $48.9B invested in Berkshire Hathaway Class A in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 54 increasing their positions, 142 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

1% less funds holding

Funds holding: 1,078 → 1,072 (-6)

2% less funds holding in top 10

Funds holding in top 10: 127 → 124 (-3)

2.81% less ownership

Funds ownership: 25.52% → 22.72% (-2.8%)

6% less capital invested

Capital invested by funds: $51.8B → $48.9B (-$2.9B)

62% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 142

Holders
1,072
Holders Change
-6
Holders Change %
-0.56%
% of All Funds
17.08%
Holding in Top 10
124
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.36%
% of All Funds
1.98%
New
47
Increased
54
Reduced
142
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$706M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$57M
3
VAM
Vontobel Asset Management
New York
+$55.6M
4
AWA
Artemis Wealth Advisors
New York
+$46.7M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$42M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$5.45B
2
First Manhattan
First Manhattan
New York
-$1.83B
3
GQG Partners
GQG Partners
Florida
-$372M
4
TIA
Traphagen Investment Advisors
New Jersey
-$286M
5
PFO
Pathstone Family Office
New Jersey
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
WM
476
Whitford Management
New York
$2.33M – – –
ZIG
477
Zullo Investment Group
Pennsylvania
$2.33M – – –
ST
478
Sentinel Trust
Texas
$2.33M +$467K +1 +25%
CW
479
Connectus Wealth
Ohio
$2.33M +$934K +2 +67%
AWA
480
Arete Wealth Advisors
Illinois
$2.33M +$2.33M +5 New
IF
481
Intrua Financial
Texas
$1.96M – – –
AAS
482
Ameritas Advisory Services
Nebraska
$1.96M – – –
BCV
483
Banque Cantonale Vaudoise
Switzerland
$1.86M – – –
JFGLC
484
Johnson Financial Group LLC (Colorado)
Colorado
$1.86M -$2.33M -5 -56%
CIC
485
Crawford Investment Counsel
Georgia
$1.86M -$1.87M -4 -50%
MF
486
Magnetar Financial
Illinois
$1.86M -$934K -2 -33%
SC
487
Savant Capital
Illinois
$1.86M -$934K -2 -33%
Cetera Investment Advisers
488
Cetera Investment Advisers
Illinois
$1.86M -$467K -1 -20%
AFG
489
Allegheny Financial Group
Pennsylvania
$1.86M – – –
Aristotle Capital Management
490
Aristotle Capital Management
California
$1.86M – – –
ABC
491
Associated Banc-Corp
Wisconsin
$1.86M – – –
BBA
492
Baader Bank Aktiengesellschaft
Germany
$1.86M – – –
BPWM
493
Badgley Phelps Wealth Managers
Washington
$1.86M – – –
BBI
494
Baxter Bros Inc
Connecticut
$1.86M – – –
BDCM
495
Black Diamond Capital Management
Connecticut
$1.86M – – –
BLAM
496
Bourne Lent Asset Management
New York
$1.86M – – –
CCM
497
Canal Capital Management
Virginia
$1.86M – – –
CPA
498
Capital Planning Advisors
California
$1.86M – – –
CT
499
Coastline Trust
Rhode Island
$1.86M – – –
CCM
500
Coldstream Capital Management
Washington
$1.86M – – –
18 19
20
21 22

BRK.A Hedge Fund Activity: Q1 2023 in Review

1,072 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2023, worth a combined $48.9B — down 5.6% from $51.8B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BRK.A positions and 36 closed out — a net gain of 11 holders — while 54 added to existing stakes and 142 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $706M. The largest seller was Corient Private Wealth, cutting an estimated $5.45B.

  • 1,072 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2023, down from 1,078 in Q4 2022.
  • Funds reported $48.9B of Berkshire Hathaway Class A stock for Q1 2023, down 5.6% quarter-over-quarter.
  • 47 funds opened new Berkshire Hathaway Class A positions in Q1 2023 and 36 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2023 was EP Wealth Advisors, an estimated $706M added.
  • The largest Berkshire Hathaway Class A seller in Q1 2023 was Corient Private Wealth, an estimated $5.45B sold.

Based on aggregated 13F filings for Q1 2023.