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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

992 hedge funds and large institutions have $55.6B invested in Berkshire Hathaway Class A in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 129 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
-73
Holders Change %
-6.85%
% of All Funds
15.82%
Holding in Top 10
117
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.1%
% of All Funds
1.87%
New
39
Increased
87
Reduced
129
Closed
104
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$618M
2
DZ Bank
DZ Bank
Germany
$110M
3
Marshall Wace
Marshall Wace
United Kingdom
$34M
4
KFA
Kelleher Financial Advisors
New York
$30.8M
5
PFO
Pathstone Family Office
New Jersey
$162M

Top Sellers

1
TIA
Traphagen Investment Advisors
New Jersey
$7.44M
2
VAM
Vontobel Asset Management
New York
$182M
3
Creative Planning
Creative Planning
Kansas
$2.39M
4
Swedbank
Swedbank
Sweden
$468M
5
BFM
Blacksheep Fund Management
Ireland
$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOK
976
Trust Company of Kansas
Kansas
$531K – – –
TFS
977
Thoroughbred Financial Services
Tennessee
$531K +$531K +1 New
SPP
978
Single Point Partners
Massachusetts
$531K +$531K +1 New
SIA
979
SkyView Investment Advisors
New Jersey
$531K +$531K +100 New
MAM
980
McLean Asset Management
Virginia
$529K – – –
FPGK
981
Financial Partners Group (Kansas)
Kansas
$528K – – –
LGF
982
LGT Group Foundation
Liechtenstein
$528K -$1.58M -3 -75%
MAM
983
Milestone Asset Management
Pennsylvania
$528K – – –
HL
984
HeadInvest LLC
Maine
$528K – – –
XSC
985
X-Square Capital
Puerto Rico
$518K – – –
FI
986
Financial Insights
Washington
$518K – – –
BF
987
BOK Financial
Oklahoma
$518K – – –
FWI
988
Facet Wealth Inc
Maryland
$518K – – –
KA
989
Kercheville Advisors
Texas
$518K – – –
TNAM
990
Terra Nova Asset Management
New York
$518K – – –
PCA
991
Pallas Capital Advisors
Massachusetts
$513K – – –
WS
992
Wedbush Securities
California
$220K +$220K +7 New
FDCDDQ
993
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.32K – – –
AWM
994
Activest Wealth Management
Florida
– -$408K -2,052 Closed
HIG
995
Heritage Investment Group
Florida
– -$2.07M -400 Closed
LGWM
996
Litman Gregory Wealth Management
California
– -$518K -100 Closed
V
997
Veritable
Delaware
– -$24.3M -47 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
998
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$21.2M -41 Closed
BRWA
999
B. Riley Wealth Advisors
Florida
– -$20.2M -39 Closed
PCIA
1000
Prime Capital Investment Advisors
Kansas
– -$18.6M -36 Closed
38 39
40
41 42