Berkshire Hathaway Class A
BRK.A
1,075 hedge funds and large institutions have $49B invested in Berkshire Hathaway Class A in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 55 increasing their positions, 142 reducing their positions, and 36 closing their positions.
33% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 36
0% less funds holding
Funds holding: 1,080 → 1,075 (-5)
2.76% less ownership
Funds ownership: 25.65% → 22.89% (-2.8%)
3% less funds holding in top 10
Funds holding in top 10: 129 → 125 (-4)
5% less capital invested
Capital invested by funds: $51.8B → $49B (-$2.78B)
61% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 142
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$706M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$57M |
| 3 |
VAM
Vontobel Asset Management
New York
|
+$55.6M |
| 4 |
AWA
Artemis Wealth Advisors
New York
|
+$46.7M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$5.45B |
| 2 |
First Manhattan
New York
|
-$1.83B |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$372M |
| 4 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$286M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$57.9M |
BRK.A Hedge Fund Activity: Q1 2023 in Review
1,075 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2023, worth a combined $49B — down 5.4% from $51.8B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new BRK.A positions and 36 closed out — a net gain of 12 holders — while 55 added to existing stakes and 142 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $706M. The largest seller was Corient Private Wealth, cutting an estimated $5.45B.
- 1,075 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2023, down from 1,080 in Q4 2022.
- Funds reported $49B of Berkshire Hathaway Class A stock for Q1 2023, down 5.4% quarter-over-quarter.
- 48 funds opened new Berkshire Hathaway Class A positions in Q1 2023 and 36 closed out, a net change of +12 holders.
- The largest Berkshire Hathaway Class A buyer in Q1 2023 was EP Wealth Advisors, an estimated $706M added.
- The largest Berkshire Hathaway Class A seller in Q1 2023 was Corient Private Wealth, an estimated $5.45B sold.
Based on aggregated 13F filings for Q1 2023.