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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
UAM
1026
UAS Asset Management
New York
$518K – – –
UBV
1027
United Bank (Virginia)
Virginia
$518K – – –
VW
1028
Vance Wealth
California
$518K – – –
VCM
1029
Versant Capital Management
Arizona
$518K – – –
VCM
1030
Vivaldi Capital Management
Illinois
$518K – – –
Walleye Capital
1031
Walleye Capital
New York
$518K – – –
WPW
1032
Watershed Private Wealth
Illinois
$518K – – –
WA
1033
Wealth Alliance
New York
$518K – – –
WP
1034
WealthPLAN Partners
Nebraska
$518K – – –
WQ
1035
Wealth Quarterback
New Jersey
$518K – – –
WA
1036
Wealthstar Advisors
Texas
$518K – – –
WF
1037
Welch & Forbes
Massachusetts
$518K – – –
WPP
1038
Whalerock Point Partners
Rhode Island
$518K – – –
WSTAM
1039
Wilbanks Smith & Thomas Asset Management
Virginia
$518K – – –
WIC
1040
Willis Investment Counsel
Georgia
$518K – – –
WCAMG
1041
Woodard & Company Asset Management Group
North Carolina
$518K – – –
ACG
1042
Allen Capital Group
Nebraska
$518K +$498K +1 New
AWAG
1043
ARS Wealth Advisors Group
Florida
$518K +$498K +1 New
Assenagon Asset Management
1044
Assenagon Asset Management
Luxembourg
$518K +$498K +1 New
AWE
1045
Avidian Wealth Enterprises
Texas
$518K +$498K +1 New
DJSG
1046
D.J. St. Germain
Massachusetts
$518K +$498K +1 New
E
1047
Ergoteles
New York
$518K +$498K +1 New
GAM
1048
Gemmer Asset Management
California
$518K +$498K +1 New
JWM
1049
JFG Wealth Management
Colorado
$518K +$498K +1 New
LCM
1050
Lunt Capital Management
Utah
$518K +$498K +1 New
40 41
42
43 44

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.