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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 %
OHIS
576
Oak Harvest Investment Services
Texas
$1.55M – – –
OPW
577
Oxler Private Wealth
New York
$1.55M – – –
AWM
578
Avior Wealth Management
Nebraska
$1.55M – – –
FSA
579
Fort Sheridan Advisors
Illinois
$1.55M – – –
BCM
580
BTC Capital Management
Iowa
$1.55M – – –
MCM
581
MV Capital Management
Maryland
$1.55M – – –
PWS
582
Paragon Wealth Strategies
Florida
$1.55M – – –
B
583
Bridgeworth
Alabama
$1.55M – – –
DC
584
DeDora Capital
California
$1.55M – – –
GFP
585
Gryphon Financial Partners
Ohio
$1.55M – – –
CI
586
CX Institutional
Indiana
$1.55M – – –
CC
587
Chicago Capital
Illinois
$1.55M – – –
HWMG
588
Hurlow Wealth Management Group
Indiana
$1.55M – – –
IFO
589
Independent Family Office
New York
$1.55M – – –
MWM
590
Maltin Wealth Management
New Jersey
$1.55M – – –
RSWM
591
Robertson Stephens Wealth Management
California
$1.55M – – –
CCC
592
Chelsea Counsel Company
California
$1.55M – – –
BFM
593
Boston Financial Management
Massachusetts
$1.55M – – –
PMFA
594
Plante Moran Financial Advisors
Michigan
$1.55M – – –
BTW
595
Boston Trust Walden
Massachusetts
$1.55M – – –
FCM
596
Fourpath Capital Management
Oklahoma
$1.55M – – –
MPW
597
Melone Private Wealth
Michigan
$1.55M – – –
CPA
598
Cardiff Park Advisors
California
$1.55M – – –
SW
599
SMART Wealth
Nebraska
$1.55M – – –
CWP
600
Cyndeo Wealth Partners
Florida
$1.55M – – –
22 23
24
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