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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 %
GIA
526
Gladstone Institutional Advisory
Florida
$2.07M – – –
OAM
527
Occidental Asset Management
California
$2.07M – – –
EW
528
Evoke Wealth
California
$2.07M – – –
PPWM
529
PFG Private Wealth Management
Florida
$2.07M – – –
IF
530
Intrua Financial
Texas
$2.07M – – –
CA
531
Cresta Advisors
Texas
$2.07M +$518K +1 +33%
SWP
532
Stratos Wealth Partners
Ohio
$2.07M +$518K +1 +33%
MGWM
533
Marks Group Wealth Management
Minnesota
$2.07M +$518K +1 +33%
UCFA
534
United Capital Financial Advisors
Texas
$2.07M +$1.04M +2 +100%
LGF
535
LGT Group Foundation
Liechtenstein
$2.07M +$1.55M +3 +300%
SFA
536
Sequoia Financial Advisors
Ohio
$2.07M +$2.07M +4 New
LK
537
Lumbard & Kellner
New Hampshire
$2.07M +$2.07M +4 New
CA
538
Centerpoint Advisors
Massachusetts
$2.07M – – –
BCV
539
Banque Cantonale Vaudoise
Switzerland
$2.07M – – –
SMP
540
Santa Monica Partners
Florida
$2.07M – – –
GW
541
GW & Wade
Massachusetts
$2.07M – – –
RMC
542
Regis Management Company
California
$2.07M – – –
UIA
543
Ulland Investment Advisors
Minnesota
$2.07M – – –
RAM
544
RK Asset Management
Michigan
$2.07M – – –
HIG
545
Heritage Investment Group
Florida
$2.07M – – –
Bank of Nova Scotia
546
Bank of Nova Scotia
Ontario, Canada
$2.07M +$1.04M +1 +100%
FMN
547
Financial Management Network
California
$1.56M – – –
BFO
548
Boston Family Office
Massachusetts
$1.55M – – –
FNBOO
549
First National Bank of Omaha
Nebraska
$1.55M -$518K -1 -25%
EIA
550
Edgemoor Investment Advisors
Maryland
$1.55M -$518K -1 -25%
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