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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 %
MAM
1051
MMA Asset Management
Pennsylvania
$518K +$518K +1 New
SMA
1052
Seven Mile Advisory
New Jersey
$518K +$518K +1 New
AWE
1053
Avidian Wealth Enterprises
Texas
$518K +$518K +1 New
DJSG
1054
D.J. St. Germain
Massachusetts
$518K +$518K +1 New
LGWM
1055
Litman Gregory Wealth Management
California
$518K +$518K +100 New
SLG
1056
Stanley-Laman Group
Pennsylvania
$518K +$518K +100 New
BGC
1057
Beutel, Goodman & Co
Ontario, Canada
$517K – – –
Russell Investments Group
1058
Russell Investments Group
United Kingdom
$512K – – –
AIIMS
1059
Analyst IMS Investment Management Services
Israel
$512K – – –
PGWM
1060
Parisi Gray Wealth Management
New Jersey
$466K – – –
AWM
1061
Activest Wealth Management
Florida
$408K +$408K +2,052 New
LCM
1062
Linker Capital Management
Kentucky
$295K – – –
MFG
1063
Merit Financial Group
Georgia
$259K – – –
FDCDDQ
1064
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.18K – – –
UID
1065
Union Investments & Development
Israel
– -$1.36M -4,400 Closed
MKC
1066
M. Kraus & Co
Vermont
– -$466K -100 Closed
MMPW
1067
Mitchell McLeod Pugh & Williams
Alabama
– -$466K -100 Closed
Rockefeller Capital Management
1068
Rockefeller Capital Management
New York
– -$30.7M -66 Closed
HTC
1069
Haverford Trust Company
Pennsylvania
– -$18.6M -40 Closed
Millennium Management
1070
Millennium Management
New York
– -$16.3M -35 Closed
TD Asset Management
1071
TD Asset Management
Ontario, Canada
– -$11.6M -25 Closed
Mackenzie Financial
1072
Mackenzie Financial
Ontario, Canada
– -$7.92M -17 Closed
CWA
1073
Clarus Wealth Advisors
Arizona
– -$6.69M -14 Closed
SFS
1074
Sowell Financial Services
Arkansas
– -$4.19M -9 Closed
CLOS
1075
Compagnie Lombard Odier SCmA
Switzerland
– -$3.26M -7 Closed
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43
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