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Berkshire Hathaway Class A
BRK.A

1,068 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, 70 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $48.9B → $54.4B (+$5.5B)

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

0% less funds holding

Funds holding: 1,072 → 1,068 (-4)

0.91% less ownership

Funds ownership: 22.72% → 21.81% (-0.91%)

2% less funds holding in top 10

Funds holding in top 10: 124 → 122 (-2)

44% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 126

Holders
1,068
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
16.77%
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
70
Reduced
126
Closed
50
Calls
$15.3M
Puts
–
Net Calls
+$15.3M
Net Calls Change
+$15.3M

Top Buyers

Rank Fund Capital Flow
1
AWM
Activest Wealth Management
Florida
+$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$747M
3
Renaissance Technologies
Renaissance Technologies
New York
+$304M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$65.2M
5
CHP
Cable Hill Partners
Oregon
+$63.7M

Top Sellers

Rank Fund Capital Flow
1
PAI
Pittenger & Anderson Inc
Nebraska
-$1.58B
2
First Manhattan
First Manhattan
New York
-$760M
3
EWA
EP Wealth Advisors
California
-$753M
4
Norges Bank
Norges Bank
Norway
-$229M
5
TIA
Traphagen Investment Advisors
New Jersey
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
526
PFG Private Wealth Management
Florida
$2.07M – – –
SC
527
Savant Capital
Illinois
$2.07M – – –
T2I
528
Turim 21 Investimentos
Brazil
$2.07M – – –
VF
529
Vawter Financial
Ohio
$2.07M – – –
VWM
530
Venturi Wealth Management
Texas
$2.07M – – –
VWA
531
V Wealth Advisors
Kansas
$2.07M – – –
YCM
532
Yousif Capital Management
Michigan
$2.07M – – –
CA
533
Cresta Advisors
Texas
$2.07M +$498K +1 +33%
MGWM
534
Marks Group Wealth Management
Minnesota
$2.07M +$498K +1 +33%
SWP
535
Stratos Wealth Partners
Ohio
$2.07M +$498K +1 +33%
UCFA
536
United Capital Financial Advisors
Texas
$2.07M +$996K +2 +100%
LGF
537
LGT Group Foundation
Liechtenstein
$2.07M +$1.49M +3 +300%
LK
538
Lumbard & Kellner
New Hampshire
$2.07M +$1.99M +4 New
SFA
539
Sequoia Financial Advisors
Ohio
$2.07M +$1.99M +4 New
BCV
540
Banque Cantonale Vaudoise
Switzerland
$2.07M – – –
CA
541
Centerpoint Advisors
Massachusetts
$2.07M – – –
GW
542
GW & Wade
Massachusetts
$2.07M – – –
HIG
543
Heritage Investment Group
Florida
$2.07M – – –
RMC
544
Regis Management Company
California
$2.07M – – –
RAM
545
RK Asset Management
Michigan
$2.07M – – –
SMP
546
Santa Monica Partners
Florida
$2.07M – – –
UIA
547
Ulland Investment Advisors
Minnesota
$2.07M – – –
Bank of Nova Scotia
548
Bank of Nova Scotia
Ontario, Canada
$2.07M +$498K +1 +100%
FMN
549
Financial Management Network
California
$1.56M – – –
BFO
550
Boston Family Office
Massachusetts
$1.55M – – –
20 21
22
23 24

BRK.A Hedge Fund Activity: Q2 2023 in Review

1,068 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2023, worth a combined $54.4B — up 11% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BRK.A positions and 50 closed out — a net gain of 4 holders — while 70 added to existing stakes and 126 trimmed.

The largest buyer was Activest Wealth Management, opening a new position worth an estimated $1.02B. The largest seller was Pittenger & Anderson Inc, cutting an estimated $1.58B.

  • 1,068 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2023, down from 1,072 in Q1 2023.
  • Funds reported $54.4B of Berkshire Hathaway Class A stock for Q2 2023, up 11% quarter-over-quarter.
  • 54 funds opened new Berkshire Hathaway Class A positions in Q2 2023 and 50 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2023 was Activest Wealth Management, an estimated $1.02B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2023 was Pittenger & Anderson Inc, an estimated $1.58B sold.

Based on aggregated 13F filings for Q2 2023.