We are live on ! Find out more
BRK.A icon

Berkshire Hathaway Class A
BRK.A

1,068 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, 70 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $48.9B → $54.4B (+$5.5B)

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

0% less funds holding

Funds holding: 1,072 → 1,068 (-4)

0.91% less ownership

Funds ownership: 22.72% → 21.81% (-0.91%)

2% less funds holding in top 10

Funds holding in top 10: 124 → 122 (-2)

44% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 126

Holders
1,068
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
16.77%
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
70
Reduced
126
Closed
50
Calls
$15.3M
Puts
–
Net Calls
+$15.3M
Net Calls Change
+$15.3M

Top Buyers

Rank Fund Capital Flow
1
AWM
Activest Wealth Management
Florida
+$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$747M
3
Renaissance Technologies
Renaissance Technologies
New York
+$304M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$65.2M
5
CHP
Cable Hill Partners
Oregon
+$63.7M

Top Sellers

Rank Fund Capital Flow
1
PAI
Pittenger & Anderson Inc
Nebraska
-$1.58B
2
First Manhattan
First Manhattan
New York
-$760M
3
EWA
EP Wealth Advisors
California
-$753M
4
Norges Bank
Norges Bank
Norway
-$229M
5
TIA
Traphagen Investment Advisors
New Jersey
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
726
Punch & Associates Investment Management
Minnesota
$1.04M – – –
QC
727
Quent Capital
New York
$1.04M – – –
RCG
728
Regatta Capital Group
California
$1.04M – – –
RPWA
729
Regent Peak Wealth Advisors
Georgia
$1.04M – – –
RW
730
Regimen Wealth
Georgia
$1.04M – – –
RWM
731
Ritholtz Wealth Management
New York
$1.04M – – –
SRC
732
Sage Rhino Capital
California
$1.04M – – –
SI
733
Scharf Investments
California
$1.04M – – –
SC
734
Schoolcraft Capital
Colorado
$1.04M – – –
SIC
735
Schwartz Investment Counsel
Michigan
$1.04M – – –
SBCM
736
Schwerin Boyle Capital Management
Massachusetts
$1.04M – – –
SCA
737
Scott Capital Advisors
Oregon
$1.04M – – –
SHA
738
Seneca House Advisors
Virginia
$1.04M – – –
SSWG
739
Seven Springs Wealth Group
Tennessee
$1.04M – – –
SG
740
Sharper & Granite
California
$1.04M – – –
SHWM
741
Silicon Hills Wealth Management
Texas
$1.04M – – –
SCA
742
Snowden Capital Advisors
New York
$1.04M – – –
SVWAG
743
Sound View Wealth Advisors Group
Georgia
$1.04M – – –
SWM
744
Spire Wealth Management
Virginia
$1.04M – – –
SGWM
745
Sterling Group Wealth Management
California
$1.04M – – –
SCM
746
Sterneck Capital Management
Missouri
$1.04M – – –
SFG
747
Summit Financial Group
West Virginia
$1.04M – – –
TAM
748
Taurus Asset Management
New York
$1.04M – – –
TTWM
749
TCV Trust & Wealth Management
Virginia
$1.04M – – –
TNB
750
Thomasville National Bank
Georgia
$1.04M – – –
28 29
30
31 32

BRK.A Hedge Fund Activity: Q2 2023 in Review

1,068 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2023, worth a combined $54.4B — up 11% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BRK.A positions and 50 closed out — a net gain of 4 holders — while 70 added to existing stakes and 126 trimmed.

The largest buyer was Activest Wealth Management, opening a new position worth an estimated $1.02B. The largest seller was Pittenger & Anderson Inc, cutting an estimated $1.58B.

  • 1,068 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2023, down from 1,072 in Q1 2023.
  • Funds reported $54.4B of Berkshire Hathaway Class A stock for Q2 2023, up 11% quarter-over-quarter.
  • 54 funds opened new Berkshire Hathaway Class A positions in Q2 2023 and 50 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2023 was Activest Wealth Management, an estimated $1.02B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2023 was Pittenger & Anderson Inc, an estimated $1.58B sold.

Based on aggregated 13F filings for Q2 2023.