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Berkshire Hathaway Class A
BRK.A

1,072 hedge funds and large institutions have $48.9B invested in Berkshire Hathaway Class A in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 54 increasing their positions, 142 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

1% less funds holding

Funds holding: 1,078 → 1,072 (-6)

2% less funds holding in top 10

Funds holding in top 10: 127 → 124 (-3)

2.81% less ownership

Funds ownership: 25.52% → 22.72% (-2.8%)

6% less capital invested

Capital invested by funds: $51.8B → $48.9B (-$2.9B)

62% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 142

Holders
1,072
Holders Change
-6
Holders Change %
-0.56%
% of All Funds
17.08%
Holding in Top 10
124
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.36%
% of All Funds
1.98%
New
47
Increased
54
Reduced
142
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$706M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$57M
3
VAM
Vontobel Asset Management
New York
+$55.6M
4
AWA
Artemis Wealth Advisors
New York
+$46.7M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$42M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$5.45B
2
First Manhattan
First Manhattan
New York
-$1.83B
3
GQG Partners
GQG Partners
Florida
-$372M
4
TIA
Traphagen Investment Advisors
New Jersey
-$286M
5
PFO
Pathstone Family Office
New Jersey
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
726
Schwartz Investment Counsel
Michigan
$931K – – –
SBCM
727
Schwerin Boyle Capital Management
Massachusetts
$931K – – –
SCA
728
Scott Capital Advisors
Oregon
$931K – – –
SHA
729
Seneca House Advisors
Virginia
$931K – – –
SSWG
730
Seven Springs Wealth Group
Tennessee
$931K – – –
SG
731
Sharper & Granite
California
$931K – – –
SHWM
732
Silicon Hills Wealth Management
Texas
$931K – – –
SSWM
733
Smith Salley Wealth Management
North Carolina
$931K – – –
SCA
734
Snowden Capital Advisors
New York
$931K – – –
SVWAG
735
Sound View Wealth Advisors Group
Georgia
$931K – – –
SWM
736
Spire Wealth Management
Virginia
$931K – – –
SGWM
737
Sterling Group Wealth Management
California
$931K – – –
SCM
738
Sterneck Capital Management
Missouri
$931K – – –
SFG
739
Summit Financial Group
West Virginia
$931K – – –
TAM
740
Taurus Asset Management
New York
$931K – – –
TTWM
741
TCV Trust & Wealth Management
Virginia
$931K – – –
TNB
742
Thomasville National Bank
Georgia
$931K – – –
TNA
743
True North Advisors
Texas
$931K – – –
TC
744
Trust Company
Kansas
$931K – – –
TCOT
745
Trust Company of Toledo
Ohio
$931K – – –
TLCM
746
Twin Lakes Capital Management
California
$931K – – –
WPW
747
Waldron Private Wealth
Pennsylvania
$931K – – –
WAAG
748
Wealth Alliance Advisory Group
Kansas
$931K – – –
WB
749
Webster Bank
Connecticut
$931K – – –
WSCM
750
Wellington Shields Capital Management
New York
$931K – – –
28 29
30
31 32

BRK.A Hedge Fund Activity: Q1 2023 in Review

1,072 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2023, worth a combined $48.9B — down 5.6% from $51.8B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BRK.A positions and 36 closed out — a net gain of 11 holders — while 54 added to existing stakes and 142 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $706M. The largest seller was Corient Private Wealth, cutting an estimated $5.45B.

  • 1,072 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2023, down from 1,078 in Q4 2022.
  • Funds reported $48.9B of Berkshire Hathaway Class A stock for Q1 2023, down 5.6% quarter-over-quarter.
  • 47 funds opened new Berkshire Hathaway Class A positions in Q1 2023 and 36 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2023 was EP Wealth Advisors, an estimated $706M added.
  • The largest Berkshire Hathaway Class A seller in Q1 2023 was Corient Private Wealth, an estimated $5.45B sold.

Based on aggregated 13F filings for Q1 2023.