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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
PCTC
901
Perkins Coie Trust Company
Washington
$531K – – –
PFA
902
Pure Financial Advisors
California
$531K – – –
QCI
903
Quaker Capital Investments
Pennsylvania
$531K – – –
RRCM
904
Rappaport Reiches Capital Management
Illinois
$531K – – –
RCM
905
Regency Capital Management
Hawaii
$531K – – –
RHJA
906
Rice Hall James & Associates
California
$531K – – –
RTC
907
Riverview Trust Company
Washington
$531K – – –
RWB
908
RMR Wealth Builders
New Jersey
$531K – – –
RW
909
RVW Wealth
California
$531K – – –
ST
910
Sabal Trust
Florida
$531K – – –
SIA
911
Schechter Investment Advisors
Michigan
$531K – – –
SHFA
912
SC&H Financial Advisors
Maryland
$531K – – –
SCM
913
Schnieders Capital Management
California
$531K – – –
Schroder Investment Management Group
914
Schroder Investment Management Group
United Kingdom
$531K – – –
SAM
915
Secure Asset Management
Michigan
$531K – – –
SNBOSD
916
Security National Bank of So Dak
Iowa
$531K – – –
SMA
917
Seven Mile Advisory
New Jersey
$531K – – –
SPIO
918
Seven Post Investment Office
California
$531K – – –
SWA
919
SFMG Wealth Advisors
Texas
$531K – – –
SB
920
Simmons Bank
Arkansas
$531K – – –
SMC
921
Smith, Moore & Co
Missouri
$531K – – –
SSWM
922
Smith Salley Wealth Management
North Carolina
$531K – – –
SFA
923
Source Financial Advisors
New York
$531K – – –
SLG
924
Stanley-Laman Group
Pennsylvania
$531K – – –
SCM
925
Steadfast Capital Management
New York
$531K – – –
35 36
37
38 39

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.