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Berkshire Hathaway Class A
BRK.A

1,068 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, 70 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $48.9B → $54.4B (+$5.5B)

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

0% less funds holding

Funds holding: 1,072 → 1,068 (-4)

0.91% less ownership

Funds ownership: 22.72% → 21.81% (-0.91%)

2% less funds holding in top 10

Funds holding in top 10: 124 → 122 (-2)

44% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 126

Holders
1,068
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
16.77%
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
70
Reduced
126
Closed
50
Calls
$15.3M
Puts
–
Net Calls
+$15.3M
Net Calls Change
+$15.3M

Top Buyers

Rank Fund Capital Flow
1
AWM
Activest Wealth Management
Florida
+$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$747M
3
Renaissance Technologies
Renaissance Technologies
New York
+$304M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$65.2M
5
CHP
Cable Hill Partners
Oregon
+$63.7M

Top Sellers

Rank Fund Capital Flow
1
PAI
Pittenger & Anderson Inc
Nebraska
-$1.58B
2
First Manhattan
First Manhattan
New York
-$760M
3
EWA
EP Wealth Advisors
California
-$753M
4
Norges Bank
Norges Bank
Norway
-$229M
5
TIA
Traphagen Investment Advisors
New Jersey
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
926
Hyperion Capital Advisors
New York
$518K – – –
IR
927
IAT Reinsurance
New York
$518K – – –
IWP
928
Icon Wealth Partners
Texas
$518K – – –
IFA
929
Index Fund Advisors
California
$518K – – –
IIC
930
Integrated Investment Consultants
Michigan
$518K – – –
JFL
931
Jarislowsky, Fraser Ltd
Quebec, Canada
$518K – – –
JFG
932
Jefferies Financial Group
New York
$518K – – –
JWM
933
Jeppson Wealth Management
California
$518K – – –
JWM
934
JGP Wealth Management
Oregon
$518K – – –
JA
935
JVL Associates
Michigan
$518K – – –
JWCA
936
J.W. Cole Advisors
Florida
$518K – – –
KAH
937
Kathryn A. Hall
$518K – – –
KCPG
938
Kavar Capital Partners Group
Kansas
$518K – – –
KA
939
Kercheville Advisors
Texas
$518K – – –
KPWG
940
KFA Private Wealth Group
Virginia
$518K – – –
KWM
941
Kingsview Wealth Management
Oregon
$518K – – –
KA
942
Klingman & Associates
New York
$518K – – –
LNWWM
943
Laird Norton Wetherby Wealth Management
California
$518K – – –
LSPW
944
Lake Street Private Wealth
Illinois
$518K – – –
LNB
945
Ledyard National Bank
$518K – – –
LAI
946
Legal Advantage Investments
California
$518K – – –
LCM
947
Lewis Capital Management
California
$518K – – –
LC
948
Lindbrook Capital
California
$518K – – –
LSWM
949
Lorne Steinberg Wealth Management
Canada
$518K – – –
Los Angeles Capital Management
950
Los Angeles Capital Management
California
$518K – – –
36 37
38
39 40

BRK.A Hedge Fund Activity: Q2 2023 in Review

1,068 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2023, worth a combined $54.4B — up 11% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BRK.A positions and 50 closed out — a net gain of 4 holders — while 70 added to existing stakes and 126 trimmed.

The largest buyer was Activest Wealth Management, opening a new position worth an estimated $1.02B. The largest seller was Pittenger & Anderson Inc, cutting an estimated $1.58B.

  • 1,068 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2023, down from 1,072 in Q1 2023.
  • Funds reported $54.4B of Berkshire Hathaway Class A stock for Q2 2023, up 11% quarter-over-quarter.
  • 54 funds opened new Berkshire Hathaway Class A positions in Q2 2023 and 50 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2023 was Activest Wealth Management, an estimated $1.02B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2023 was Pittenger & Anderson Inc, an estimated $1.58B sold.

Based on aggregated 13F filings for Q2 2023.