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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 %
WTC
151
WhitTier Trust Company
Nevada
$21.2M – – –
AO
152
Allen Operations
New York
$21.2M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
153
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.2M +$3.11M +6 +17%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$20.5M +$20.5M +39 New
BRWA
155
B. Riley Wealth Advisors
Florida
$20.2M +$19.7M +38 +3,800%
FNBT
156
FineMark National Bank & Trust
Florida
$19.7M -$1.04M -2 -5%
AT
157
Avalon Trust
New Mexico
$19.7M – – –
SQA
158
Simon Quick Advisors
New Jersey
$19.7M +$9.84M +19 +100%
RJT
159
Raymond James Trust
Florida
$19.2M +$18.6M +36 +3,600%
PCIA
160
Prime Capital Investment Advisors
Kansas
$18.6M – – –
WJWM
161
Williams Jones Wealth Management
New York
$18.6M – – –
GFL
162
Granite FO LLC
New Hampshire
$18.1M – – –
BM
163
Bislett Management
California
$18.1M – – –
SC
164
Saybrook Capital
North Carolina
$18.1M -$518K -1 -3%
HPC
165
HM Payson & Co
Maine
$17.6M – – –
IC
166
IEQ Capital
California
$17.6M +$1.55M +3 +10%
USB
167
Union Savings Bank
Connecticut
$17.1M +$17.1M +32 New
YAM
168
Yacktman Asset Management
Texas
$17.1M – – –
ESBC
169
E.S. Barr & Co
Kentucky
$17.1M – – –
GPI
170
General Partner Inc
Pennsylvania
$17.1M – – –
ANTB
171
AMG National Trust Bank
Colorado
$17M – – –
QCM
172
Quantinno Capital Management
New York
$16.6M -$518K -1 -3%
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$16.6M +$518K +1 +3%
M&T Bank
174
M&T Bank
New York
$16.6M -$518K -1 -3%
CWM
175
Circle Wealth Management
New Jersey
$16.6M – – –
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7
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