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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

992 hedge funds and large institutions have $55.6B invested in Berkshire Hathaway Class A in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 129 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
-73
Holders Change %
-6.85%
% of All Funds
15.82%
Holding in Top 10
117
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.1%
% of All Funds
1.87%
New
39
Increased
87
Reduced
129
Closed
104
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$618M
2
DZ Bank
2
DZ Bank
Germany
$110M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$34M
4
KFA
4
Kelleher Financial Advisors
New York
$30.8M
5
PFO
5
Pathstone Family Office
New Jersey
$162M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$7.44M
2
VAM
2
Vontobel Asset Management
New York
$182M
3
Creative Planning
3
Creative Planning
Kansas
$2.39M
4
Swedbank
4
Swedbank
Sweden
$468M
5
BFM
5
Blacksheep Fund Management
Ireland
$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
51
Rede Wealth
Virginia
$115M – – –
DZ Bank
52
DZ Bank
Germany
$110M +$60.1M +113 +120%
Brown Advisory
53
Brown Advisory
Maryland
$105M – – –
UBS AM
54
UBS AM
Illinois
$105M +$6.38M +12 +6%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$104M +$19.1M +34 +22%
Wells Fargo
56
Wells Fargo
California
$101M -$3.19M -6 -3%
American Century Companies
57
American Century Companies
Missouri
$95.1M – – –
HSBC Holdings
58
HSBC Holdings
United Kingdom
$91.9M +$12.8M +24 +16%
RCG
59
Ruane, Cunniff & Goldfarb
New York
$90.4M -$2.13M -4 -2%
GF
60
Gabelli Funds
New York
$90.4M -$2.13M -4 -2%
BAM
61
Burgundy Asset Management
Ontario, Canada
$87.7M – – –
CHP
62
Cable Hill Partners
Oregon
$87.2M -$10.6M -20 -11%
AOI
63
Auto-Owners Insurance
Michigan
$86.1M – – –
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$85.6M +$1.59M +3 +2%
MCM
65
Mill Capital Management
North Carolina
$82.9M -$1.06M -2 -1%
HIC
66
Hartline Investment Corp
Illinois
$81.3M -$531K -1 -0.6%
RJA
67
Raymond James & Associates
Florida
$80.3M -$4.25M -8 -5%
Goldman Sachs
68
Goldman Sachs
New York
$79.7M -$5.85M -11 -7%
EIP
69
Epoch Investment Partners
New York
$78.7M – – –
PB
70
Pinnacle Bancorp
Nebraska
$73.9M – – –
Stifel Financial
71
Stifel Financial
Missouri
$73.9M – – –
VLKIM
72
Van Lanschot Kempen Investment Management
Netherlands
$73.9M +$9.04M +17 +14%
CI Investments Inc
73
CI Investments Inc
Ontario, Canada
$72.8M – – –
UBS Group
74
UBS Group
Switzerland
$71.2M +$531K +1 +0.8%
Royal London Asset Management
75
Royal London Asset Management
United Kingdom
$70.7M +$7.44M +14 +12%
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