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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 %
SWA
826
Stratos Wealth Advisors
Ohio
$518K – – –
AC
827
AlphaCore Capital
California
$518K – – –
CGA
828
Crescent Grove Advisors
Illinois
$518K – – –
CAG
829
Csenge Advisory Group
Florida
$518K – – –
IWP
830
Icon Wealth Partners
Texas
$518K – – –
MWPCG
831
Measured Wealth Private Client Group
New Hampshire
$518K – – –
AWM
832
AAF Wealth Management
Massachusetts
$518K – – –
PAM
833
Pegasus Asset Management
New York
$518K – – –
CPC
834
Congress Park Capital
New York
$518K – – –
DBRC
835
D.B. Root & Company
Pennsylvania
$518K – – –
MOS
836
MGO One Seven
Ohio
$518K – – –
FIA
837
Foundations Investment Advisors
Arizona
$518K – – –
VCM
838
Versant Capital Management
Arizona
$518K – – –
JWM
839
JGP Wealth Management
Oregon
$518K – – –
RW
840
RVW Wealth
California
$518K – – –
SCP
841
Shorepoint Capital Partners
Massachusetts
$518K – – –
SIA
842
Strategic Investment Advisors
Michigan
$518K – – –
EWA
843
Evolution Wealth Advisors
Florida
$518K – – –
EPA
844
Element Pointe Advisors
Florida
$518K – – –
Walleye Capital
845
Walleye Capital
New York
$518K – – –
SL
846
Salomon & Ludwin
Virginia
$518K – – –
AWA
847
Artemis Wealth Advisors
New York
$518K – – –
DLPIC
848
Davide Leone & Partners Investment Company
United Kingdom
$518K – – –
EBT
849
Enterprise Bank & Trust
Massachusetts
$518K – – –
LC
850
Lindbrook Capital
California
$518K – – –
32 33
34
35 36