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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
SAM
1001
Secure Asset Management
Michigan
$518K – – –
SPIO
1002
Seven Post Investment Office
California
$518K – – –
SWA
1003
SFMG Wealth Advisors
Texas
$518K – – –
SCP
1004
Shorepoint Capital Partners
Massachusetts
$518K – – –
SB
1005
Simmons Bank
Arkansas
$518K – – –
SMC
1006
Smith, Moore & Co
Missouri
$518K – – –
SFA
1007
Source Financial Advisors
New York
$518K – – –
SCM
1008
Steadfast Capital Management
New York
$518K – – –
SCP
1009
Steamboat Capital Partners
New York
$518K – – –
SGCA
1010
Steel Grove Capital Advisors
Tennessee
$518K – – –
SIA
1011
Strategic Investment Advisors
Michigan
$518K – – –
SWA
1012
Stratos Wealth Advisors
Ohio
$518K – – –
STA
1013
Summit Trail Advisors
New York
$518K – – –
TCM
1014
Tandem Capital Management
New Jersey
$518K – – –
TC
1015
Telemus Capital
Michigan
$518K – – –
TNAM
1016
Terra Nova Asset Management
New York
$518K – – –
TCCM
1017
Timber Creek Capital Management
Massachusetts
$518K – – –
TBA
1018
Tower Bridge Advisors
Pennsylvania
$518K – – –
TFA
1019
Tranquilli Financial Advisor
New Jersey
$518K – – –
TB
1020
Treynor Bancshares
Iowa
$518K – – –
TWM
1021
TriaGen Wealth Management
California
$518K – – –
TFP
1022
Triune Financial Partners
Kansas
$518K – – –
TPWA
1023
TRUE Private Wealth Advisors
Oregon
$518K – – –
TCOV
1024
Trust Company of Vermont
Vermont
$518K – – –
TFCP
1025
Twin Focus Capital Partners
Massachusetts
$518K – – –
39 40
41
42 43

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.