Berkshire Hathaway Class A
BRK.A
996 hedge funds and large institutions have $55.7B invested in Berkshire Hathaway Class A in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 129 reducing their positions, and 104 closing their positions.
2% more capital invested
Capital invested by funds: $54.4B → $55.7B (+$1.24B)
1.09% less ownership
Funds ownership: 21.81% → 20.71% (-1.1%)
3% less funds holding in top 10
Funds holding in top 10: 122 → 118 (-4)
7% less funds holding
Funds holding: 1,068 → 996 (-72)
33% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 129
62% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
CPA Asset Management
West Palm Beach,
Florida
|
+$776M |
| 2 |
SBIA
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
+$694M |
| 3 |
Renaissance Technologies
New York
|
+$298M |
| 4 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
+$268M |
| 5 |
JWCA
J.W. Coons Advisors
Columbus,
Ohio
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$4.96B |
| 2 |
VAM
Vontobel Asset Management
New York
|
-$70.6M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$61.4M |
| 4 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$53.9M |
| 5 |
Swedbank
Stockholm,
Sweden
|
-$53.9M |
BRK.A Hedge Fund Activity: Q3 2023 in Review
996 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2023, worth a combined $55.7B — up 2.3% from $54.4B a quarter earlier.
Sellers outnumbered buyers: 104 funds closed out of BRK.A and 40 opened new positions — a net loss of 64 holders — while 129 trimmed existing stakes and 87 added.
The largest buyer was CPA Asset Management, adding an estimated $776M. The largest seller was Traphagen Investment Advisors, cutting an estimated $4.96B.
- 996 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2023, down from 1,068 in Q2 2023.
- Funds reported $55.7B of Berkshire Hathaway Class A stock for Q3 2023, up 2.3% quarter-over-quarter.
- 40 funds opened new Berkshire Hathaway Class A positions in Q3 2023 and 104 closed out, a net change of -64 holders.
- The largest Berkshire Hathaway Class A buyer in Q3 2023 was CPA Asset Management, an estimated $776M added.
- The largest Berkshire Hathaway Class A seller in Q3 2023 was Traphagen Investment Advisors, an estimated $4.96B sold.
Based on aggregated 13F filings for Q3 2023.