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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 %
4WM
751
44 Wealth Management
Oregon
$1.04M – – –
FMI
752
F/M Investments
District of Columbia
$1.04M – – –
TLCM
753
Twin Lakes Capital Management
California
$1.04M – – –
SGWM
754
Sterling Group Wealth Management
California
$1.04M – – –
IWN
755
Independent Wealth Network
Iowa
$1.04M – – –
SCA
756
Scott Capital Advisors
Oregon
$1.04M – – –
SCA
757
Snowden Capital Advisors
New York
$1.04M – – –
FIBT
758
First International Bank & Trust
North Dakota
$1.04M – – –
WAP
759
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$518K +1 +100%
HA
760
Herold Advisors
New York
$1.04M +$518K +1 +100%
AC
761
Apella Capital
Connecticut
$1.04M +$1.04M +2 New
SFG
762
Snider Financial Group
Washington
$1.04M +$1.04M +2 New
SSWM
763
Sheets Smith Wealth Management
North Carolina
$1.04M +$1.04M +2 New
IWP
764
IAG Wealth Partners
Wisconsin
$1.04M +$1.04M +2 New
SEEDPG
765
S.E.E.D. Planning Group
New York
$1.04M +$1.04M +2 New
WWP
766
WR Wealth Planners
Missouri
$1.04M +$1.04M +2 New
WA
767
Waverly Advisors
Alabama
$1.04M +$1.04M +2 New
S
768
SimplyRich
California
$1.04M – – –
DekaBank Deutsche Girozentrale
769
DekaBank Deutsche Girozentrale
Germany
$1.03M – – –
CPCM
770
Cardinal Point Capital Management
Ontario, Canada
$1.02M – – –
Bank Julius Baer & Co
771
Bank Julius Baer & Co
Switzerland
$1.02M – – –
BTI
772
Blue Trust Inc
Georgia
$932K – – –
EWM
773
Evergreen Wealth Management
Michigan
$891K – – –
HL
774
HeadInvest LLC
Maine
$543K – – –
FWI
775
Facet Wealth Inc
Maryland
$534K – – –
29 30
31
32 33