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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

992 hedge funds and large institutions have $55.6B invested in Berkshire Hathaway Class A in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 129 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
-73
Holders Change %
-6.85%
% of All Funds
15.82%
Holding in Top 10
117
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.1%
% of All Funds
1.87%
New
39
Increased
87
Reduced
129
Closed
104
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$293M
2
DZ Bank
DZ Bank
Germany
+$60.1M
3
Marshall Wace
Marshall Wace
United Kingdom
+$30.3M
4
KFA
Kelleher Financial Advisors
New York
+$26M
5
PFO
Pathstone Family Office
New Jersey
+$25M

Top Sellers

1
TIA
Traphagen Investment Advisors
New Jersey
-$4.89B
2
VAM
Vontobel Asset Management
New York
-$75.3M
3
Creative Planning
Creative Planning
Kansas
-$54.5M
4
Swedbank
Swedbank
Sweden
-$53.1M
5
BFM
Blacksheep Fund Management
Ireland
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
776
McIlrath & Eck
Washington
$531K – – –
AC
777
AlphaCore Capital
California
$531K – – –
PGWM
778
Parisi Gray Wealth Management
New Jersey
$531K – – –
CAG
779
Csenge Advisory Group
Florida
$531K – – –
IWP
780
Icon Wealth Partners
Texas
$531K – – –
AWM
781
AAF Wealth Management
Massachusetts
$531K – – –
PAM
782
Pegasus Asset Management
New York
$531K – – –
DBRC
783
D.B. Root & Company
Pennsylvania
$531K – – –
CAC
784
Certified Advisory Corp
Florida
$531K – – –
MOS
785
MGO One Seven
Ohio
$531K – – –
VCM
786
Versant Capital Management
Arizona
$531K – – –
OFA
787
Oak Family Advisors
Illinois
$531K – – –
TFA
788
Tranquilli Financial Advisor
New Jersey
$531K – – –
EWA
789
Encompass Wealth Advisors
Oregon
$531K – – –
MFA
790
Mayflower Financial Advisors
Massachusetts
$531K – – –
CGPCS
791
Capital Group Private Client Services
California
$531K – – –
GWM
792
Gitterman Wealth Management
New Jersey
$531K – – –
RCM
793
Regency Capital Management
Hawaii
$531K – – –
EWM
794
Endowment Wealth Management
Wisconsin
$531K – – –
EIM
795
Ervin Investment Management
Washington
$531K – – –
MPCG
796
Matrix Private Capital Group
New York
$531K – – –
SHFA
797
SC&H Financial Advisors
Maryland
$531K – – –
DLPIC
798
Davide Leone & Partners Investment Company
United Kingdom
$531K – – –
SIA
799
Strategic Investment Advisors
Michigan
$531K – – –
CWM
800
Chemistry Wealth Management
New York
$531K – – –
30 31
32
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