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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 %
LAI
876
Legal Advantage Investments
California
$518K – – –
HBCM
877
Heron Bay Capital Management
Michigan
$518K – – –
AFS
878
Annapolis Financial Services
Maryland
$518K – – –
TWM
879
TriaGen Wealth Management
California
$518K – – –
KCPG
880
Kavar Capital Partners Group
Kansas
$518K – – –
CBT
881
CoreFirst Bank & Trust
Kansas
$518K – – –
FWP
882
Firethorn Wealth Partners
Georgia
$518K – – –
OFA
883
Oak Family Advisors
Illinois
$518K – – –
3LCM
884
3D/L Capital Management
Connecticut
$518K – – –
TFA
885
Tranquilli Financial Advisor
New Jersey
$518K – – –
LSWM
886
Lorne Steinberg Wealth Management
Canada
$518K – – –
MFA
887
Mayflower Financial Advisors
Massachusetts
$518K – – –
CGPCS
888
Capital Group Private Client Services
California
$518K – – –
GWM
889
Gitterman Wealth Management
New Jersey
$518K – – –
RCM
890
Regency Capital Management
Hawaii
$518K – – –
PWMG
891
Pinnacle Wealth Management Group
Michigan
$518K – – –
TB
892
Treynor Bancshares
Iowa
$518K – – –
KA
893
Kercheville Advisors
Texas
$518K – – –
EWM
894
Endowment Wealth Management
Wisconsin
$518K – – –
MHB
895
Midwest Heritage Bank
Iowa
$518K – – –
EIM
896
Ervin Investment Management
Washington
$518K – – –
MPCG
897
Matrix Private Capital Group
New York
$518K – – –
SHFA
898
SC&H Financial Advisors
Maryland
$518K – – –
HFA
899
High Falls Advisors
New York
$518K – – –
NPF
900
Norris Perne & French
Michigan
$518K – – –
34 35
36
37 38