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
TA
751
Tiedemann Advisors
New York
$1.04M – – –
TNA
752
True North Advisors
Texas
$1.04M – – –
TCOT
753
Trust Company of Toledo
Ohio
$1.04M – – –
TLCM
754
Twin Lakes Capital Management
California
$1.04M – – –
WAAG
755
Wealth Alliance Advisory Group
Kansas
$1.04M – – –
WCM
756
WealthBridge Capital Management
Ohio
$1.04M – – –
WB
757
Webster Bank
Connecticut
$1.04M – – –
WSCM
758
Wellington Shields Capital Management
New York
$1.04M – – –
WA1
759
Wimmer Associates 1
California
$1.04M – – –
XF
760
XML Financial
Maryland
$1.04M – – –
HA
761
Herold Advisors
New York
$1.04M +$498K +1 +100%
WAP
762
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$498K +1 +100%
AC
763
Apella Capital
Connecticut
$1.04M +$996K +2 New
IWP
764
IAG Wealth Partners
Wisconsin
$1.04M +$996K +2 New
SEEDPG
765
S.E.E.D. Planning Group
New York
$1.04M +$996K +2 New
SSWM
766
Sheets Smith Wealth Management
North Carolina
$1.04M +$996K +2 New
SFG
767
Snider Financial Group
Washington
$1.04M +$996K +2 New
WA
768
Waverly Advisors
Alabama
$1.04M +$996K +2 New
WWP
769
WR Wealth Planners
Missouri
$1.04M +$996K +2 New
S
770
SimplyRich
California
$1.03M – – –
DekaBank Deutsche Girozentrale
771
DekaBank Deutsche Girozentrale
Germany
$1.03M – – –
CPCM
772
Cardinal Point Capital Management
Ontario, Canada
$1.02M – – –
Bank Julius Baer & Co
773
Bank Julius Baer & Co
Switzerland
$1.02M – – –
BTI
774
Blue Trust Inc
Georgia
$932K – – –
EWM
775
Evergreen Wealth Management
Michigan
$891K – – –
29 30
31
32 33

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.