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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
CCM
1026
Canal Capital Management
Virginia
– -$2.07M -4 Closed
CPA
1027
Capital Planning Advisors
California
– -$2.07M -4 Closed
CCM
1028
Coldstream Capital Management
Washington
– -$2.07M -4 Closed
Fisher Asset Management
1029
Fisher Asset Management
Washington
– -$2.07M -4 Closed
IFWM
1030
Institute for Wealth Management
Colorado
– -$2.07M -4 Closed
OAM
1031
Occidental Asset Management
California
– -$2.07M -4 Closed
PPWM
1032
PFG Private Wealth Management
Florida
– -$2.07M -4 Closed
VF
1033
Vawter Financial
Ohio
– -$2.07M -4 Closed
CI
1034
CX Institutional
Indiana
– -$1.55M -3 Closed
DC
1035
DeDora Capital
California
– -$1.55M -3 Closed
GI
1036
Gradient Investments
Minnesota
– -$1.55M -3 Closed
MWM
1037
Marietta Wealth Management
Georgia
– -$1.55M -3 Closed
MIM
1038
Montgomery Investment Management
Maryland
– -$1.55M -3 Closed
OHIS
1039
Oak Harvest Investment Services
Texas
– -$1.55M -3 Closed
RA
1040
Rational Advisors
New York
– -$1.55M -3 Closed
SW
1041
SMART Wealth
Nebraska
– -$1.55M -3 Closed
AC
1042
Apella Capital
Connecticut
– -$1.04M -2 Closed
BCM
1043
Brookstone Capital Management
Illinois
– -$1.04M -2 Closed
HA
1044
Harfst & Associates
Wyoming
– -$1.04M -2 Closed
IWN
1045
Independent Wealth Network
Iowa
– -$1.04M -2 Closed
IHL
1046
Investment House LLC
California
– -$1.04M -2 Closed
MG
1047
Mather Group
Illinois
– -$1.04M -2 Closed
MCM
1048
Monument Capital Management
Virginia
– -$1.04M -2 Closed
NWM
1049
Northwest Wealth Management
Iowa
– -$1.04M -2 Closed
SG
1050
Sharper & Granite
California
– -$1.04M -2 Closed
40 41
42
43 44

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.