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Berkshire Hathaway Class A
BRK.A

1,072 hedge funds and large institutions have $48.9B invested in Berkshire Hathaway Class A in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 54 increasing their positions, 142 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

1% less funds holding

Funds holding: 1,078 → 1,072 (-6)

2% less funds holding in top 10

Funds holding in top 10: 127 → 124 (-3)

2.81% less ownership

Funds ownership: 25.52% → 22.72% (-2.8%)

6% less capital invested

Capital invested by funds: $51.8B → $48.9B (-$2.9B)

62% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 142

Holders
1,072
Holders Change
-6
Holders Change %
-0.56%
% of All Funds
17.08%
Holding in Top 10
124
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.36%
% of All Funds
1.98%
New
47
Increased
54
Reduced
142
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$706M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$57M
3
VAM
Vontobel Asset Management
New York
+$55.6M
4
AWA
Artemis Wealth Advisors
New York
+$46.7M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$42M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$5.45B
2
First Manhattan
First Manhattan
New York
-$1.83B
3
GQG Partners
GQG Partners
Florida
-$372M
4
TIA
Traphagen Investment Advisors
New Jersey
-$286M
5
PFO
Pathstone Family Office
New Jersey
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1001
RVW Wealth
California
$466K – – –
SL
1002
Salomon & Ludwin
Virginia
$466K – – –
SIA
1003
Schechter Investment Advisors
Michigan
$466K – – –
SHFA
1004
SC&H Financial Advisors
Maryland
$466K – – –
SCM
1005
Schnieders Capital Management
California
$466K – – –
Schroder Investment Management Group
1006
Schroder Investment Management Group
United Kingdom
$466K – – –
SAM
1007
Security Asset Management
New York
$466K – – –
SPIO
1008
Seven Post Investment Office
California
$466K – – –
SWA
1009
SFMG Wealth Advisors
Texas
$466K – – –
SCP
1010
Shorepoint Capital Partners
Massachusetts
$466K – – –
SB
1011
Simmons Bank
Arkansas
$466K – – –
SMC
1012
Smith, Moore & Co
Missouri
$466K – – –
SFA
1013
Source Financial Advisors
New York
$466K – – –
SCM
1014
Steadfast Capital Management
New York
$466K – – –
SCP
1015
Steamboat Capital Partners
New York
$466K – – –
SGCA
1016
Steel Grove Capital Advisors
Tennessee
$466K – – –
SIA
1017
Strategic Investment Advisors
Michigan
$466K – – –
SWA
1018
Stratos Wealth Advisors
Ohio
$466K – – –
STA
1019
Summit Trail Advisors
New York
$466K – – –
TCM
1020
Tandem Capital Management
New Jersey
$466K – – –
TC
1021
Telemus Capital
Michigan
$466K – – –
TNAM
1022
Terra Nova Asset Management
New York
$466K – – –
TCCM
1023
Timber Creek Capital Management
Massachusetts
$466K – – –
TBA
1024
Tower Bridge Advisors
Pennsylvania
$466K – – –
TFA
1025
Tranquilli Financial Advisor
New Jersey
$466K – – –
39 40
41
42 43

BRK.A Hedge Fund Activity: Q1 2023 in Review

1,072 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2023, worth a combined $48.9B — down 5.6% from $51.8B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BRK.A positions and 36 closed out — a net gain of 11 holders — while 54 added to existing stakes and 142 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $706M. The largest seller was Corient Private Wealth, cutting an estimated $5.45B.

  • 1,072 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2023, down from 1,078 in Q4 2022.
  • Funds reported $48.9B of Berkshire Hathaway Class A stock for Q1 2023, down 5.6% quarter-over-quarter.
  • 47 funds opened new Berkshire Hathaway Class A positions in Q1 2023 and 36 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2023 was EP Wealth Advisors, an estimated $706M added.
  • The largest Berkshire Hathaway Class A seller in Q1 2023 was Corient Private Wealth, an estimated $5.45B sold.

Based on aggregated 13F filings for Q1 2023.