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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,065 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, 69 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
16.8%
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
69
Reduced
126
Closed
50
Calls
$15.3M
Puts
–
Net Calls
+$15.3M
Net Calls Change
+$15.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$777M
2
Renaissance Technologies
Renaissance Technologies
New York
+$316M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$68.1M
4
CHP
Cable Hill Partners
Oregon
+$66.3M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$36.2M

Top Sellers

1
PAI
Pittenger & Anderson Inc
Nebraska
-$1.64B
2
EWA
EP Wealth Advisors
California
-$1.57B
3
First Manhattan
First Manhattan
New York
-$790M
4
Norges Bank
Norges Bank
Norway
-$239M
5
FAG
Financial Advisory Group
Texas
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBT
476
Hills Bank & Trust
Iowa
$2.59M – – –
BPWM
477
Badgley Phelps Wealth Managers
Washington
$2.59M +$518K +1 +25%
KWA
478
Kingswood Wealth Advisors
California
$2.59M +$2.59M +5 New
MPM
479
Meritage Portfolio Management
Kansas
$2.59M – – –
FDCC
480
Foster Dykema Cabot & Co
Massachusetts
$2.59M – – –
BFEC
481
Benjamin F. Edwards & Company
Missouri
$2.59M – – –
ST
482
Sentinel Trust
Texas
$2.59M – – –
ACM
483
Advisors Capital Management
New Jersey
$2.59M – – –
FRM
484
Foundation Resource Management
Arkansas
$2.59M – – –
BPA
485
Beacon Pointe Advisors
California
$2.59M -$647K -1 -20%
EWA
486
EP Wealth Advisors
California
$2.07M -$1.57B -1,513 -100%
CW
487
Connectus Wealth
Ohio
$2.07M -$518K -1 -20%
Fisher Asset Management
488
Fisher Asset Management
Washington
$2.07M – – –
GC
489
Grimes & Company
Massachusetts
$2.07M – – –
PCM
490
Parsons Capital Management
Rhode Island
$2.07M – – –
MRCM
491
M&R Capital Management
New Jersey
$2.07M – – –
CCM
492
Coldstream Capital Management
Washington
$2.07M – – –
SC
493
Savant Capital
Illinois
$2.07M – – –
IFWM
494
Institute for Wealth Management
Colorado
$2.07M – – –
HI
495
Hendershot Investments
Virginia
$2.07M – – –
BBA
496
Baader Bank Aktiengesellschaft
Germany
$2.07M – – –
CIM
497
Corda Investment Management
Texas
$2.07M – – –
ECAM
498
East Coast Asset Management
Massachusetts
$2.07M – – –
KGC
499
Kennon-Green & Company
Ohio
$2.07M – – –
ABC
500
Associated Banc-Corp
Wisconsin
$2.07M – – –
18 19
20
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