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Berkshire Hathaway Class A
BRK.A

996 hedge funds and large institutions have $55.7B invested in Berkshire Hathaway Class A in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 129 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $54.4B → $55.7B (+$1.24B)

1.09% less ownership

Funds ownership: 21.81% → 20.71% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 122 → 118 (-4)

7% less funds holding

Funds holding: 1,068 → 996 (-72)

33% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 129

62% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 104

Holders
996
Holders Change
-72
Holders Change %
-6.74%
% of All Funds
15.81%
Holding in Top 10
118
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.28%
% of All Funds
1.87%
New
40
Increased
87
Reduced
129
Closed
104
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
CPA Asset Management
Florida
+$776M
2
SBIA
Sheaff Brock Investment Advisors
Indiana
+$694M
3
Renaissance Technologies
Renaissance Technologies
New York
+$298M
4
CPA
Cardiff Park Advisors
California
+$268M
5
JWCA
J.W. Coons Advisors
Ohio
+$108M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$4.96B
2
VAM
Vontobel Asset Management
New York
-$70.6M
3
Creative Planning
Creative Planning
Kansas
-$61.4M
4
SAM
Summit Asset Management
Tennessee
-$53.9M
5
Swedbank
Swedbank
Sweden
-$53.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAMCO Inc
776
BAMCO Inc
New York
$531K – – –
BIA
777
Barry Investment Advisors
Massachusetts
$531K – – –
BWM
778
Baystate Wealth Management
Massachusetts
$531K – – –
BFA
779
Beaumont Financial Advisors
Massachusetts
$531K – – –
BSG
780
Black Swift Group
Colorado
$531K – – –
BBA
781
BLB&B Advisors
Pennsylvania
$531K – – –
BFPW
782
BOK Financial Private Wealth
Colorado
$531K – – –
BFW
783
Brady Family Wealth
Missouri
$531K – – –
BIP
784
Brandes Investment Partners
California
$531K – – –
BIG
785
Builder Investment Group
Georgia
$531K – – –
BHBT
786
Burke & Herbert Bank & Trust
Virginia
$531K – – –
CB
787
Cadence Bank
Mississippi
$531K – – –
CFA
788
Cahill Financial Advisors
Minnesota
$531K – – –
CSC
789
Caldwell Sutter Capital
California
$531K – – –
CGPCS
790
Capital Group Private Client Services
California
$531K – – –
CIAS
791
Capital Investment Advisory Services
North Carolina
$531K – – –
CWA
792
Capital Wealth Alliance
Arizona
$531K – – –
CTFG
793
Capstone Triton Financial Group
Oklahoma
$531K – – –
CAC
794
Certified Advisory Corp
Florida
$531K – – –
CWM
795
Chemistry Wealth Management
New York
$531K – – –
CHC
796
City Holding Co
West Virginia
$531K – – –
CMI
797
Clare Market Investments
Texas
$531K – – –
CCP
798
Clarkston Capital Partners
Michigan
$531K – – –
CHAM
799
Clear Harbor Asset Management
Connecticut
$531K – – –
CCM
800
Cohen Capital Management
California
$531K – – –
30 31
32
33 34

BRK.A Hedge Fund Activity: Q3 2023 in Review

996 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2023, worth a combined $55.7B — up 2.3% from $54.4B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of BRK.A and 40 opened new positions — a net loss of 64 holders — while 129 trimmed existing stakes and 87 added.

The largest buyer was CPA Asset Management, adding an estimated $776M. The largest seller was Traphagen Investment Advisors, cutting an estimated $4.96B.

  • 996 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2023, down from 1,068 in Q2 2023.
  • Funds reported $55.7B of Berkshire Hathaway Class A stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 40 funds opened new Berkshire Hathaway Class A positions in Q3 2023 and 104 closed out, a net change of -64 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2023 was CPA Asset Management, an estimated $776M added.
  • The largest Berkshire Hathaway Class A seller in Q3 2023 was Traphagen Investment Advisors, an estimated $4.96B sold.

Based on aggregated 13F filings for Q3 2023.