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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
V
1001
Veritable
Delaware
– -$24.3M -47 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1002
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$21.2M -41 Closed
BRWA
1003
B. Riley Wealth Advisors
Florida
– -$20.2M -39 Closed
PCIA
1004
Prime Capital Investment Advisors
Kansas
– -$18.6M -36 Closed
CWM
1005
Cahill Wealth Management
Michigan
– -$11.4M -22 Closed
OP
1006
ORG Partners
Indiana
– -$11.4M -22 Closed
SBH
1007
Segall Bryant & Hamill
Illinois
– -$8.28M -16 Closed
KJHP
1008
K.J. Harrison & Partners
Ontario, Canada
– -$7.22M -14 Closed
SPI
1009
Sutton Place Investors
New York
– -$5.18M -10 Closed
AWS
1010
Arkfeld Wealth Strategies
Nebraska
– -$4.2M -8 Closed
ECM
1011
ExodusPoint Capital Management
New York
– -$4.14M -8 Closed
MIM
1012
Moseley Investment Management
Florida
– -$4.14M -8 Closed
OIA
1013
OneDigital Investment Advisors
Kansas
– -$4.14M -8 Closed
HA
1014
Hofer & Associates
California
– -$3.62M -7 Closed
MHS
1015
M Holdings Securities
Oregon
– -$3.63M -7 Closed
BWP
1016
Balboa Wealth Partners
Arizona
– -$3.11M -6 Closed
CAMG
1017
CWA Asset Management Group
Florida
– -$3.11M -6 Closed
VC
1018
Vestor Capital
Illinois
– -$3.11M -6 Closed
WIM
1019
WealthPlan Investment Management
Nebraska
– -$3.11M -6 Closed
ACM
1020
Advisors Capital Management
New Jersey
– -$2.59M -5 Closed
AAM
1021
Augustine Asset Management
Florida
– -$2.59M -5 Closed
DIM
1022
Delta Investment Management
California
– -$2.59M -5 Closed
GA
1023
Goldstein Advisors
Wisconsin
– -$2.59M -5 Closed
OGC
1024
Oak Grove Capital
New Hampshire
– -$2.59M -5 Closed
TFO
1025
Tarbox Family Office
California
– -$2.59M -5 Closed
39 40
41
42 43

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.