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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 %
OP
1001
ORG Partners
Indiana
– -$11.4M -22 Closed
CWM
1002
Cahill Wealth Management
Michigan
– -$11.4M -22 Closed
SBH
1003
Segall Bryant & Hamill
Illinois
– -$8.28M -16 Closed
KJHP
1004
K.J. Harrison & Partners
Ontario, Canada
– -$7.22M -14 Closed
SPI
1005
Sutton Place Investors
New York
– -$5.18M -10 Closed
ECM
1006
ExodusPoint Capital Management
New York
– -$4.14M -8 Closed
AWS
1007
Arkfeld Wealth Strategies
Nebraska
– -$4.2M -8 Closed
OIA
1008
OneDigital Investment Advisors
Kansas
– -$4.14M -8 Closed
MIM
1009
Moseley Investment Management
Florida
– -$4.14M -8 Closed
MHS
1010
M Holdings Securities
Oregon
– -$3.63M -7 Closed
HA
1011
Hofer & Associates
California
– -$3.62M -7 Closed
VC
1012
Vestor Capital
Illinois
– -$3.11M -6 Closed
WIM
1013
WealthPlan Investment Management
Nebraska
– -$3.11M -6 Closed
BWP
1014
Balboa Wealth Partners
Arizona
– -$3.11M -6 Closed
CAMG
1015
CWA Asset Management Group
Florida
– -$3.11M -6 Closed
AAM
1016
Augustine Asset Management
Florida
– -$2.59M -5 Closed
TFO
1017
Tarbox Family Office
California
– -$2.59M -5 Closed
OGC
1018
Oak Grove Capital
New Hampshire
– -$2.59M -5 Closed
GA
1019
Goldstein Advisors
Wisconsin
– -$2.59M -5 Closed
DIM
1020
Delta Investment Management
California
– -$2.59M -5 Closed
ACM
1021
Advisors Capital Management
New Jersey
– -$2.59M -5 Closed
Fisher Asset Management
1022
Fisher Asset Management
Washington
– -$2.07M -4 Closed
OAM
1023
Occidental Asset Management
California
– -$2.07M -4 Closed
VF
1024
Vawter Financial
Ohio
– -$2.07M -4 Closed
CCM
1025
Canal Capital Management
Virginia
– -$2.07M -4 Closed
39 40
41
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