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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,065 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, 69 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
16.8%
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
69
Reduced
126
Closed
50
Calls
$15.3M
Puts
–
Net Calls
+$15.3M
Net Calls Change
+$15.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$17.3B
2
Renaissance Technologies
Renaissance Technologies
New York
$316M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$79M
4
CHP
Cable Hill Partners
Oregon
$95.3M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$36.2M

Top Sellers

1
PAI
Pittenger & Anderson Inc
Nebraska
$16.1M
2
EWA
EP Wealth Advisors
California
$2.07M
3
First Manhattan
First Manhattan
New York
$8.76B
4
Norges Bank
Norges Bank
Norway
$2.83B
5
FAG
Financial Advisory Group
Texas
$518K
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
1026
Eagle Ridge Investment Management
Connecticut
$518K – – –
FC
1027
Farley Capital
New York
$518K – – –
DCM
1028
Donaldson Capital Management
Indiana
$518K – – –
CCM
1029
Cohen Capital Management
California
$518K – – –
TCCM
1030
Timber Creek Capital Management
Massachusetts
$518K – – –
SWA
1031
SFMG Wealth Advisors
Texas
$518K – – –
CHAM
1032
Clear Harbor Asset Management
Connecticut
$518K – – –
KAH
1033
Kathryn A. Hall
$518K – – –
PCTC
1034
Perkins Coie Trust Company
Washington
$518K – – –
GIP
1035
Greatmark Investment Partners
Georgia
$518K – – –
BWM
1036
Baystate Wealth Management
Massachusetts
$518K – – –
SPIO
1037
Seven Post Investment Office
California
$518K – – –
CCP
1038
Clarkston Capital Partners
Michigan
$518K – – –
GAM
1039
Gemmer Asset Management
California
$518K +$518K +1 New
AWAG
1040
ARS Wealth Advisors Group
Florida
$518K +$518K +1 New
ACG
1041
Allen Capital Group
Nebraska
$518K +$518K +1 New
E
1042
Ergoteles
New York
$518K +$518K +1 New
RIP
1043
RAM Investment Partners
Washington
$518K +$518K +1 New
Assenagon Asset Management
1044
Assenagon Asset Management
Luxembourg
$518K +$518K +1 New
SNBOSD
1045
Security National Bank of So Dak
Iowa
$518K +$518K +1 New
LCM
1046
Lunt Capital Management
Utah
$518K +$518K +1 New
RCS
1047
Retirement Capital Strategies
California
$518K +$518K +1 New
NCG
1048
Newport Capital Group
New Jersey
$518K +$518K +1 New
JWM
1049
JFG Wealth Management
Colorado
$518K +$518K +1 New
ST
1050
Sabal Trust
Florida
$518K +$518K +1 New
40 41
42
43 44