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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 %
OFW
726
Omnia Family Wealth
Florida
$1.04M – – –
RWM
727
Ritholtz Wealth Management
New York
$1.04M – – –
BMCM
728
Bryn Mawr Capital Management
Pennsylvania
$1.04M – – –
KTA
729
Keeley-Teton Advisors
Illinois
$1.04M – – –
FLI
730
Family Legacy Inc
South Carolina
$1.04M – – –
CT
731
Clearstead Trust
Maine
$1.04M – – –
MCM
732
Monument Capital Management
Virginia
$1.04M – – –
AIA
733
Allied Investment Advisors
Montana
$1.04M – – –
WAAG
734
Wealth Alliance Advisory Group
Kansas
$1.04M – – –
IWC
735
Integrated Wealth Concepts
Massachusetts
$1.04M – – –
BOPW
736
Brandywine Oak Private Wealth
Pennsylvania
$1.04M – – –
CFS
737
CRA Financial Services
New Jersey
$1.04M – – –
CSPIA
738
Cary Street Partners Investment Advisory
Virginia
$1.04M – – –
WCM
739
WealthBridge Capital Management
Ohio
$1.04M – – –
SRC
740
Sage Rhino Capital
California
$1.04M – – –
KFP
741
KMG Fiduciary Partners
Ohio
$1.04M – – –
SVWAG
742
Sound View Wealth Advisors Group
Georgia
$1.04M – – –
PBC
743
Pavion Blue Capital
California
$1.04M – – –
SHWM
744
Silicon Hills Wealth Management
Texas
$1.04M – – –
XF
745
XML Financial
Maryland
$1.04M – – –
3F
746
360 Financial
Minnesota
$1.04M – – –
RPWA
747
Regent Peak Wealth Advisors
Georgia
$1.04M – – –
SSWG
748
Seven Springs Wealth Group
Tennessee
$1.04M – – –
CWP
749
Concord Wealth Partners
Virginia
$1.04M – – –
MAP
750
Milestone Advisory Partners
North Carolina
$1.04M – – –
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30
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