Berkshire Hathaway Class A
BRK.A
1,071 hedge funds and large institutions have $54.5B 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.
11% more capital invested
Capital invested by funds: $49B → $54.5B (+$5.43B)
8% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 50
0% less funds holding
Funds holding: 1,075 → 1,071 (-4)
2% less funds holding in top 10
Funds holding in top 10: 125 → 123 (-2)
2.82% less ownership
Funds ownership: 22.89% → 20.08% (-2.8%)
44% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$747M |
| 2 |
Renaissance Technologies
New York
|
+$304M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$65.2M |
| 4 |
CHP
Cable Hill Partners
Portland,
Oregon
|
+$63.7M |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$49.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$4.69B |
| 2 |
PAI
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
-$1.58B |
| 3 |
First Manhattan
New York
|
-$760M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$753M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$229M |
BRK.A Hedge Fund Activity: Q2 2023 in Review
1,071 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2023, worth a combined $54.5B — up 11% from $49B 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 Fidelity Investments, adding an estimated $747M. The largest seller was Traphagen Investment Advisors, cutting an estimated $4.69B.
- 1,071 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2023, down from 1,075 in Q1 2023.
- Funds reported $54.5B 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 Fidelity Investments, an estimated $747M added.
- The largest Berkshire Hathaway Class A seller in Q2 2023 was Traphagen Investment Advisors, an estimated $4.69B sold.
Based on aggregated 13F filings for Q2 2023.