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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 %
DWP
601
Daymark Wealth Partners
Ohio
$1.55M +$518K +1 +50%
MCWS
602
McKinley Carter Wealth Services
West Virginia
$1.55M +$1.04M +2 +200%
RA
603
Rational Advisors
New York
$1.55M +$1.55M +3 New
EB
604
Exchange Bank
California
$1.55M +$1.55M +3 New
MWM
605
Marietta Wealth Management
Georgia
$1.55M +$1.55M +3 New
HPIA
606
Hamilton Point Investment Advisors
North Carolina
$1.55M +$1.55M +3 New
CCA
607
Childress Capital Advisors
Texas
$1.55M +$1.55M +3 New
AFM
608
Armstrong Fleming & Moore
District of Columbia
$1.55M +$1.55M +3 New
EWA
609
EverSource Wealth Advisors
Alabama
$1.55M +$1.55M +3 New
Acadian Asset Management
610
Acadian Asset Management
Massachusetts
$1.55M -$3.11M -6 -67%
SG Americas Securities
611
SG Americas Securities
New York
$1.55M -$518K -1 -25%
AAMC
612
Asset Allocation & Management Company
Illinois
$1.55M – – –
FPB
613
First PREMIER Bank
South Dakota
$1.55M – – –
HWM
614
HFR Wealth Management
New York
$1.55M – – –
BIC
615
Beach Investment Counsel
Pennsylvania
$1.55M – – –
BCAM
616
Boston Common Asset Management
Massachusetts
$1.55M – – –
VCP
617
Vista Capital Partners
Oregon
$1.36M -$37.9K -111 -3%
SW
618
SkyOak Wealth
Michigan
$1.09M – – –
AT
619
Arvest Trust
Oklahoma
$1.07M – – –
Credit Agricole
620
Credit Agricole
France
$1.06M – – –
BCM
621
Brookstone Capital Management
Illinois
$1.04M – – –
GWA
622
GGM Wealth Advisors
Maryland
$1.04M +$1.04M +2 New
HCA
623
Harbour Capital Advisors
Virginia
$1.04M – – –
HFM
624
Harvest Fund Management
China
$1.04M – – –
BG
625
Bollard Group
Massachusetts
$1.04M – – –
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