Berkshire Hathaway Class A
BRK.A
1,072 hedge funds and large institutions have $48.9B invested in Berkshire Hathaway Class A in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 54 increasing their positions, 142 reducing their positions, and 36 closing their positions.
31% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 36
1% less funds holding
Funds holding: 1,078 → 1,072 (-6)
2% less funds holding in top 10
Funds holding in top 10: 127 → 124 (-3)
2.81% less ownership
Funds ownership: 25.52% → 22.72% (-2.8%)
6% less capital invested
Capital invested by funds: $51.8B → $48.9B (-$2.9B)
62% less repeat investments, than reductions
Existing positions increased: 54 | 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 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$116M |
BRK.A Hedge Fund Activity: Q1 2023 in Review
1,072 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2023, worth a combined $48.9B — down 5.6% from $51.8B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new BRK.A positions and 36 closed out — a net gain of 11 holders — while 54 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.
- 1,072 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2023, down from 1,078 in Q4 2022.
- Funds reported $48.9B of Berkshire Hathaway Class A stock for Q1 2023, down 5.6% quarter-over-quarter.
- 47 funds opened new Berkshire Hathaway Class A positions in Q1 2023 and 36 closed out, a net change of +11 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.