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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
HLCM
126
Hi-Line Capital Management
South Dakota
$27.4M – – –
HCM
127
Hutner Capital Management
Vermont
$26.9M -$996K -2 -4%
LWCA
128
Locust Wood Capital Advisers
New York
$26.9M – – –
SAA
129
Southeast Asset Advisors
Georgia
$26.9M – – –
William Blair & Company
130
William Blair & Company
Illinois
$26.9M – – –
EP
131
Elkhorn Partners
Nebraska
$25.9M – – –
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$25.4M +$1.49M +3 +7%
HAI
133
Hennessy Advisors Inc
California
$24.9M -$2.99M -6 -11%
V
134
Veritable
Delaware
$24.3M -$996K -2 -4%
SAM
135
Soditic Asset Management
United Kingdom
$24.3M – – –
PGFC
136
Peapack-Gladstone Financial Corp
New Jersey
$24.3M +$22.9M +46 +4,600%
Mariner
137
Mariner
Kansas
$24.3M -$498K -1 -2%
CCM
138
Check Capital Management
California
$23.8M – – –
GI
139
GAMCO Investors
Connecticut
$23.8M – – –
P
140
Pitcairn
Pennsylvania
$23.8M – – –
Bessemer Group
141
Bessemer Group
New Jersey
$23.3M -$3.98M -8 -15%
GT
142
Glenmede Trust
Pennsylvania
$23.3M – – –
GFI
143
Global Frontier Investments
South Carolina
$22.8M – – –
CC
144
Cannell & Co
New York
$22.8M – – –
SMI
145
Shelter Mutual Insurance
Missouri
$21.7M -$1.99M -4 -9%
LF
146
Longbow Finance
Switzerland
$21.7M – – –
SJL
147
Shayne & Jacobs LLC
Tennessee
$21.7M – – –
URS
148
Utah Retirement Systems
Utah
$21.7M – – –
Ameriprise
149
Ameriprise
Minnesota
$21.7M +$996K +2 +5%
OCAM
150
Onex Canada Asset Management
Ontario, Canada
$21.2M -$1.49M -3 -7%
4 5
6
7 8

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.