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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 %
HC
551
Hoese & Co
Minnesota
$1.55M -$518K -1 -25%
Lido Advisors
552
Lido Advisors
California
$1.55M -$518K -1 -25%
GI
553
Gradient Investments
Minnesota
$1.55M – – –
FIM
554
Fernwood Investment Management
Massachusetts
$1.55M – – –
CIA
555
Capital Investment Advisors
Georgia
$1.55M – – –
EVM
556
Evelyn V. Moreno
$1.55M – – –
BONH
557
Bank of New Hampshire
New Hampshire
$1.55M – – –
MIM
558
Montgomery Investment Management
Maryland
$1.55M – – –
KIA
559
Knollwood Investment Advisory
Maryland
$1.55M – – –
SC
560
SouthState Corp
Florida
$1.55M – – –
EAM
561
Erste Asset Management
Austria
$1.55M – – –
SW
562
StrongBox Wealth
Missouri
$1.55M – – –
KLI
563
Kelman-Lazarov Inc
Tennessee
$1.55M – – –
JIC
564
Johnson Investment Counsel
Ohio
$1.55M – – –
AWA
565
Arkadios Wealth Advisors
Georgia
$1.55M – – –
Edgewood Management
566
Edgewood Management
Connecticut
$1.55M – – –
CWA
567
Cornerstone Wealth Advisors
Minnesota
$1.55M – – –
MC
568
Middleton & Co
Massachusetts
$1.55M – – –
CC
569
Courier Capital
New York
$1.55M – – –
Kayne Anderson Rudnick Investment Management
570
Kayne Anderson Rudnick Investment Management
California
$1.55M – – –
ZF
571
Zhang Financial
Michigan
$1.55M – – –
RZH
572
Relyea Zuckerberg Hanson
Connecticut
$1.55M – – –
GL
573
Graypoint LLC
New York
$1.55M – – –
AP
574
Americana Partners
Texas
$1.55M – – –
WAOI
575
Wealth Advisors of Iowa
Iowa
$1.55M – – –
21 22
23
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