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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 %
LSPW
851
Lake Street Private Wealth
Illinois
$518K – – –
GVAG
852
Great Valley Advisor Group
Delaware
$518K – – –
RFN
853
RDA Financial Network
Iowa
$518K – – –
CGFA
854
Colton Groome Financial Advisors
North Carolina
$518K – – –
MAS
855
Meeder Advisory Services
Ohio
$518K – – –
HCA
856
Hyperion Capital Advisors
New York
$518K – – –
WA
857
Wealth Alliance
New York
$518K – – –
KWM
858
Kingsview Wealth Management
Oregon
$518K – – –
KPWG
859
KFA Private Wealth Group
Virginia
$518K – – –
SAM
860
Secure Asset Management
Michigan
$518K – – –
RWB
861
RMR Wealth Builders
New Jersey
$518K – – –
GC
862
GFG Capital
Florida
$518K – – –
WP
863
WealthPLAN Partners
Nebraska
$518K – – –
WQ
864
Wealth Quarterback
New Jersey
$518K – – –
SCP
865
Steamboat Capital Partners
New York
$518K – – –
CC
866
Copperleaf Capital
North Carolina
$518K – – –
CWA
867
Capital Wealth Alliance
Arizona
$518K – – –
AGC
868
Aspen Grove Capital
Colorado
$518K – – –
EP
869
Eudaimonia Partners
Tennessee
$518K – – –
CTFG
870
Capstone Triton Financial Group
Oklahoma
$518K – – –
NAG
871
Northstar Advisory Group
New Jersey
$518K – – –
SFA
872
Source Financial Advisors
New York
$518K – – –
JWM
873
Jeppson Wealth Management
California
$518K – – –
MAM
874
McLean Asset Management
Virginia
$518K – – –
GGS
875
Galvin Gaustad & Stein
Arizona
$518K – – –
33 34
35
36 37