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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 %
LL
926
LWMG LLC
Minnesota
$518K – – –
WPW
927
Watershed Private Wealth
Illinois
$518K – – –
MFWP
928
Mosaic Family Wealth Partners
Missouri
$518K – – –
BFW
929
Brady Family Wealth
Missouri
$518K – – –
NFW
930
Noble Family Wealth
Florida
$518K – – –
MWM
931
Meritas Wealth Management
California
$518K – – –
RRCM
932
Rappaport Reiches Capital Management
Illinois
$518K – – –
TFP
933
Triune Financial Partners
Kansas
$518K – – –
CMI
934
Clare Market Investments
Texas
$518K – – –
JFG
935
Jefferies Financial Group
New York
$518K – – –
WF
936
Welch & Forbes
Massachusetts
$518K – – –
SMC
937
Smith, Moore & Co
Missouri
$518K – – –
TBA
938
Tower Bridge Advisors
Pennsylvania
$518K – – –
CAM
939
Cubic Asset Management
Massachusetts
$518K – – –
CSC
940
Caldwell Sutter Capital
California
$518K – – –
MIC
941
Means Investment Company
Maine
$518K – – –
CAM
942
Cozad Asset Management
Illinois
$518K – – –
CCMW
943
Cypress Capital Management (Wyoming)
Wyoming
$518K – – –
FI
944
Financial Insights
Washington
$518K – – –
EDRH
945
Edmond de Rothschild Holding
Switzerland
$518K – – –
TNAM
946
Terra Nova Asset Management
New York
$518K – – –
CIAS
947
Capital Investment Advisory Services
North Carolina
$518K – – –
KA
948
Klingman & Associates
New York
$518K – – –
IFA
949
Index Fund Advisors
California
$518K – – –
IIC
950
Integrated Investment Consultants
Michigan
$518K – – –
36 37
38
39 40