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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 %
FDS
801
First Dallas Securities
Texas
$518K – – –
RMCM
802
Reynders McVeigh Capital Management
Massachusetts
$518K – – –
EWM
803
Endurance Wealth Management
Rhode Island
$518K – – –
SC
804
Sierra Capital
Florida
$518K – – –
CWM
805
Cordatus Wealth Management
Pennsylvania
$518K +$518K +1 New
SW
806
SlateStone Wealth
Florida
$518K +$518K +1 New
FAG
807
Financial Advisory Group
Texas
$518K -$51.3M -99 -99%
AR
808
Apeiron RIA
Texas
$518K -$1.04M -2 -67%
BBA
809
BLB&B Advisors
Pennsylvania
$518K -$1.04M -2 -67%
WEPOG
810
Wealth Enhancement & Preservation of GA
Georgia
$518K -$1.04M -2 -67%
CCG
811
Cypress Capital Group
Florida
$518K -$1.04M -2 -67%
CWM
812
Chemistry Wealth Management
New York
$518K -$1.04M -2 -67%
FMC
813
First Merchants Corp
Indiana
$518K -$518K -1 -50%
FWTB
814
First Western Trust Bank
Colorado
$518K -$518K -1 -50%
SSWM
815
Smith Salley Wealth Management
North Carolina
$518K -$518K -1 -50%
WPW
816
Waldron Private Wealth
Pennsylvania
$518K -$518K -1 -50%
CAC
817
Certified Advisory Corp
Florida
$518K -$518K -1 -50%
JFGIW
818
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$518K -$518K -1 -50%
FBT
819
First Bank & Trust
South Dakota
$518K – – –
CWM
820
Concentric Wealth Management
California
$518K – – –
PFGIA
821
Patriot Financial Group Insurance Agency
Massachusetts
$518K – – –
NL
822
NVWM LLC
Pennsylvania
$518K – – –
STA
823
Summit Trail Advisors
New York
$518K – – –
BSG
824
Black Swift Group
Colorado
$518K – – –
ME
825
McIlrath & Eck
Washington
$518K – – –
31 32
33
34 35