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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
SCM
976
Stonebridge Capital Management
California
$531K – – –
TCOK
977
Trust Company of Kansas
Kansas
$531K – – –
WPC
978
Waters Parkerson & Co
Louisiana
$531K – – –
WDA
979
Wendell David Associates
New Hampshire
$531K – – –
WWM
980
Windsor Wealth Management
Indiana
$531K – – –
SPP
981
Single Point Partners
Massachusetts
$531K +$539K +1 New
TFS
982
Thoroughbred Financial Services
Tennessee
$531K +$539K +1 New
SIA
983
SkyView Investment Advisors
New Jersey
$531K +$53.9M +100 New
MAM
984
McLean Asset Management
Virginia
$529K – – –
FPGK
985
Financial Partners Group (Kansas)
Kansas
$528K – – –
LGF
986
LGT Group Foundation
Liechtenstein
$528K -$1.62M -3 -75%
HL
987
HeadInvest LLC
Maine
$528K – – –
MAM
988
Milestone Asset Management
Pennsylvania
$528K – – –
XSC
989
X-Square Capital
Puerto Rico
$518K – – –
BF
990
BOK Financial
Oklahoma
$518K – – –
FWI
991
Facet Wealth Inc
Maryland
$518K – – –
FI
992
Financial Insights
Washington
$518K – – –
KA
993
Kercheville Advisors
Texas
$518K – – –
TNAM
994
Terra Nova Asset Management
New York
$518K – – –
PCA
995
Pallas Capital Advisors
Massachusetts
$513K – – –
WS
996
Wedbush Securities
California
$220K +$3.77M +7 New
FDCDDQ
997
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.32K – – –
AWM
998
Activest Wealth Management
Florida
– -$408K -2,052 Closed
HIG
999
Heritage Investment Group
Florida
– -$2.07M -400 Closed
LGWM
1000
Litman Gregory Wealth Management
California
– -$518K -100 Closed
38 39
40
41 42

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.