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Berkshire Hathaway Class A
BRK.A

996 hedge funds and large institutions have $55.7B invested in Berkshire Hathaway Class A in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 129 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $54.4B → $55.7B (+$1.24B)

1.09% less ownership

Funds ownership: 21.81% → 20.71% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 122 → 118 (-4)

7% less funds holding

Funds holding: 1,068 → 996 (-72)

33% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 129

62% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 104

Holders
996
Holders Change
-72
Holders Change %
-6.74%
% of All Funds
15.81%
Holding in Top 10
118
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.28%
% of All Funds
1.87%
New
40
Increased
87
Reduced
129
Closed
104
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
CPA Asset Management
Florida
+$776M
2
SBIA
Sheaff Brock Investment Advisors
Indiana
+$694M
3
Renaissance Technologies
Renaissance Technologies
New York
+$298M
4
CPA
Cardiff Park Advisors
California
+$268M
5
JWCA
J.W. Coons Advisors
Ohio
+$108M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$4.96B
2
VAM
Vontobel Asset Management
New York
-$70.6M
3
Creative Planning
Creative Planning
Kansas
-$61.4M
4
SAM
Summit Asset Management
Tennessee
-$53.9M
5
Swedbank
Swedbank
Sweden
-$53.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
876
Matrix Private Capital Group
New York
$531K – – –
MFA
877
Mayflower Financial Advisors
Massachusetts
$531K – – –
ME
878
McIlrath & Eck
Washington
$531K – – –
MIC
879
Means Investment Company
Maine
$531K – – –
MAS
880
Meeder Advisory Services
Ohio
$531K – – –
MOS
881
MGO One Seven
Ohio
$531K – – –
MMA
882
Miracle Mile Advisors
California
$531K – – –
MAM
883
MMA Asset Management
Pennsylvania
$531K – – –
MCM
884
Monarch Capital Management
Indiana
$531K – – –
MC
885
Moors & Cabot
Massachusetts
$531K – – –
MFWP
886
Mosaic Family Wealth Partners
Missouri
$531K – – –
MPAM
887
Murphy Pohlad Asset Management
Minnesota
$531K – – –
NOCM
888
Night Owl Capital Management
Connecticut
$531K – – –
NFW
889
Noble Family Wealth
Florida
$531K – – –
NPF
890
Norris Perne & French
Michigan
$531K – – –
NP
891
NorthRock Partners
Minnesota
$531K – – –
NAG
892
Northstar Advisory Group
New Jersey
$531K – – –
NL
893
NVWM LLC
Pennsylvania
$531K – – –
OFA
894
Oak Family Advisors
Illinois
$531K – – –
OC
895
Oakworth Capital
Alabama
$531K – – –
OCM
896
Objective Capital Management
Ohio
$531K – – –
OA
897
Oxbow Advisors
Texas
$531K – – –
PGWM
898
Parisi Gray Wealth Management
New Jersey
$531K – – –
PFGIA
899
Patriot Financial Group Insurance Agency
Massachusetts
$531K – – –
PAM
900
Pegasus Asset Management
New York
$531K – – –
34 35
36
37 38

BRK.A Hedge Fund Activity: Q3 2023 in Review

996 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2023, worth a combined $55.7B — up 2.3% from $54.4B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of BRK.A and 40 opened new positions — a net loss of 64 holders — while 129 trimmed existing stakes and 87 added.

The largest buyer was CPA Asset Management, adding an estimated $776M. The largest seller was Traphagen Investment Advisors, cutting an estimated $4.96B.

  • 996 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2023, down from 1,068 in Q2 2023.
  • Funds reported $55.7B of Berkshire Hathaway Class A stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 40 funds opened new Berkshire Hathaway Class A positions in Q3 2023 and 104 closed out, a net change of -64 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2023 was CPA Asset Management, an estimated $776M added.
  • The largest Berkshire Hathaway Class A seller in Q3 2023 was Traphagen Investment Advisors, an estimated $4.96B sold.

Based on aggregated 13F filings for Q3 2023.