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Berkshire Hathaway Class A
BRK.A

1,072 hedge funds and large institutions have $48.9B invested in Berkshire Hathaway Class A in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 54 increasing their positions, 142 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

1% less funds holding

Funds holding: 1,078 → 1,072 (-6)

2% less funds holding in top 10

Funds holding in top 10: 127 → 124 (-3)

2.81% less ownership

Funds ownership: 25.52% → 22.72% (-2.8%)

6% less capital invested

Capital invested by funds: $51.8B → $48.9B (-$2.9B)

62% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 142

Holders
1,072
Holders Change
-6
Holders Change %
-0.56%
% of All Funds
17.08%
Holding in Top 10
124
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.36%
% of All Funds
1.98%
New
47
Increased
54
Reduced
142
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$706M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$57M
3
VAM
Vontobel Asset Management
New York
+$55.6M
4
AWA
Artemis Wealth Advisors
New York
+$46.7M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$42M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$5.45B
2
First Manhattan
First Manhattan
New York
-$1.83B
3
GQG Partners
GQG Partners
Florida
-$372M
4
TIA
Traphagen Investment Advisors
New Jersey
-$286M
5
PFO
Pathstone Family Office
New Jersey
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
801
J.M. Forbes & Co
Massachusetts
$466K – – –
LCM
802
LVM Capital Management
Michigan
$466K – – –
PAS
803
Professional Advisory Services
Florida
$466K – – –
RJT
804
Raymond James Trust
Florida
$466K – – –
RMCM
805
Reynders McVeigh Capital Management
Massachusetts
$466K – – –
RMDI
806
R.M. Davis Inc
Maine
$466K – – –
SC
807
Sierra Capital
Florida
$466K – – –
SPP
808
Single Point Partners
Massachusetts
$466K – – –
SCM
809
Stonebridge Capital Management
California
$466K – – –
TCOK
810
Trust Company of Kansas
Kansas
$466K – – –
VDI
811
Vaughan David Investments
Illinois
$466K – – –
WDA
812
Wendell David Associates
New Hampshire
$466K – – –
WSFS
813
Wilmington Savings Fund Society
Delaware
$466K – – –
XSC
814
X-Square Capital
Puerto Rico
$466K – – –
SAM
815
Shikiar Asset Management
New York
$466K +$467K +1 New
WSTAM
816
Wilbanks Smith & Thomas Asset Management
Virginia
$466K -$6.07M -13 -93%
WP
817
WealthPLAN Partners
Nebraska
$466K -$5.6M -12 -92%
BF
818
BOK Financial
Oklahoma
$466K -$934K -2 -67%
EBT
819
Enterprise Bank & Trust
Massachusetts
$466K -$934K -2 -67%
LGF
820
LGT Group Foundation
Liechtenstein
$466K -$934K -2 -67%
BFPW
821
BOK Financial Private Wealth
Colorado
$466K -$467K -1 -50%
CB
822
Cadence Bank
Mississippi
$466K -$467K -1 -50%
EWA
823
Evolution Wealth Advisors
Florida
$466K -$467K -1 -50%
LC
824
Lindbrook Capital
California
$466K -$467K -1 -50%
Los Angeles Capital Management
825
Los Angeles Capital Management
California
$466K -$467K -1 -50%
31 32
33
34 35

BRK.A Hedge Fund Activity: Q1 2023 in Review

1,072 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2023, worth a combined $48.9B — down 5.6% from $51.8B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BRK.A positions and 36 closed out — a net gain of 11 holders — while 54 added to existing stakes and 142 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $706M. The largest seller was Corient Private Wealth, cutting an estimated $5.45B.

  • 1,072 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2023, down from 1,078 in Q4 2022.
  • Funds reported $48.9B of Berkshire Hathaway Class A stock for Q1 2023, down 5.6% quarter-over-quarter.
  • 47 funds opened new Berkshire Hathaway Class A positions in Q1 2023 and 36 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2023 was EP Wealth Advisors, an estimated $706M added.
  • The largest Berkshire Hathaway Class A seller in Q1 2023 was Corient Private Wealth, an estimated $5.45B sold.

Based on aggregated 13F filings for Q1 2023.