We are live on ! Find out more
BRK.A icon

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
CGFA
876
Colton Groome Financial Advisors
North Carolina
$466K – – –
CCM
877
Compton Capital Management
Rhode Island
$466K – – –
CPC
878
Congress Park Capital
New York
$466K – – –
CC
879
Copperleaf Capital
North Carolina
$466K – – –
CBT
880
CoreFirst Bank & Trust
Kansas
$466K – – –
CJFS
881
Coulter & Justus Financial Services
Tennessee
$466K – – –
CAM
882
Cozad Asset Management
Illinois
$466K – – –
CNFG
883
Creegan & Nassoura Financial Group
New Hampshire
$466K – – –
CGA
884
Crescent Grove Advisors
Illinois
$466K – – –
CAG
885
Csenge Advisory Group
Florida
$466K – – –
CAM
886
Cubic Asset Management
Massachusetts
$466K – – –
CRC
887
Curi RMB Capital
Illinois
$466K – – –
CCB
888
Cutter & Co Brokerage
Missouri
$466K – – –
CCMW
889
Cypress Capital Management (Wyoming)
Wyoming
$466K – – –
DLPIC
890
Davide Leone & Partners Investment Company
United Kingdom
$466K – – –
DBRC
891
D.B. Root & Company
Pennsylvania
$466K – – –
DCM
892
Donaldson Capital Management
Indiana
$466K – – –
DWT
893
Dorsey & Whitney Trust
South Dakota
$466K – – –
ERIM
894
Eagle Ridge Investment Management
Connecticut
$466K – – –
EIP
895
Easterly Investment Partners
Massachusetts
$466K – – –
ELC
896
Edgar Lomax Company
Virginia
$466K – – –
EDRH
897
Edmond de Rothschild Holding
Switzerland
$466K – – –
EDRIA
898
Edmonds Duncan Registered Investment Advisors
Kansas
$466K – – –
EPA
899
Element Pointe Advisors
Florida
$466K – – –
EWA
900
Encompass Wealth Advisors
Oregon
$466K – – –
34 35
36
37 38

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.