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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
BC
851
Barnett & Company
Tennessee
$466K – – –
BIA
852
Barry Investment Advisors
Massachusetts
$466K – – –
BWM
853
Baystate Wealth Management
Massachusetts
$466K – – –
BFA
854
Beaumont Financial Advisors
Massachusetts
$466K – – –
BWM
855
BerganKDV Wealth Management
Minnesota
$466K – – –
BAM
856
Berkshire Asset Management
Pennsylvania
$466K – – –
BSG
857
Black Swift Group
Colorado
$466K – – –
BFW
858
Brady Family Wealth
Missouri
$466K – – –
BIP
859
Brandes Investment Partners
California
$466K – – –
BRWA
860
B. Riley Wealth Advisors
Florida
$466K – – –
BIG
861
Builder Investment Group
Georgia
$466K – – –
BHBT
862
Burke & Herbert Bank & Trust
Virginia
$466K – – –
BC
863
Burney Company
Virginia
$466K – – –
CFA
864
Cahill Financial Advisors
Minnesota
$466K – – –
CSC
865
Caldwell Sutter Capital
California
$466K – – –
CGPCS
866
Capital Group Private Client Services
California
$466K – – –
CIAS
867
Capital Investment Advisory Services
North Carolina
$466K – – –
CWA
868
Capital Wealth Alliance
Arizona
$466K – – –
CTFG
869
Capstone Triton Financial Group
Oklahoma
$466K – – –
CCWM
870
Cassaday & Co Wealth Management
Virginia
$466K – – –
CHC
871
City Holding Co
West Virginia
$466K – – –
CMI
872
Clare Market Investments
Texas
$466K – – –
CCP
873
Clarkston Capital Partners
Michigan
$466K – – –
CHAM
874
Clear Harbor Asset Management
Connecticut
$466K – – –
CCM
875
Cohen Capital Management
California
$466K – – –
33 34
35
36 37

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.