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Berkshire Hathaway Class A
BRK.A

1,035 hedge funds and large institutions have $58.8B invested in Berkshire Hathaway Class A in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 77 increasing their positions, 138 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $55.7B → $58.8B (+$3.12B)

4% more funds holding

Funds holding: 996 → 1,035 (+39)

3% more funds holding in top 10

Funds holding in top 10: 118 → 122 (+4)

0.49% less ownership

Funds ownership: 20.71% → 20.22% (-0.49%)

44% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 138

Holders
1,035
Holders Change
+39
Holders Change %
+3.92%
% of All Funds
15.09%
Holding in Top 10
122
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.39%
% of All Funds
1.78%
New
84
Increased
77
Reduced
138
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$621M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$214M
3
CAS
Coppell Advisory Solutions
Texas
+$165M
4
VCP
Vista Capital Partners
Oregon
+$123M
5
First Manhattan
First Manhattan
New York
+$113M

Top Sellers

Rank Fund Capital Flow
1
CAM
CPA Asset Management
Florida
-$846M
2
Renaissance Technologies
Renaissance Technologies
New York
-$511M
3
CPA
Cardiff Park Advisors
California
-$264M
4
HWM
HFR Wealth Management
New York
-$159M
5
CHP
Cable Hill Partners
Oregon
-$87.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
251
Bard Financial Services
Connecticut
$8.14M – – –
CAM
252
Carret Asset Management
New York
$8.14M – – –
ESB
253
Essex Savings Bank
Connecticut
$8.14M – – –
FC
254
Fiduciary Counselling
Minnesota
$8.14M – – –
GFPC
255
Global Financial Private Client
Florida
$8.14M – – –
GLLW
256
Graves Light Lenhart Wealth
Virginia
$8.14M – – –
LI
257
LMCG Investments
Massachusetts
$8.14M – – –
RPC
258
Rossmore Private Capital
Connecticut
$8.14M – – –
PAG
259
Private Advisor Group
New Jersey
$8.14M +$534K +1 +7%
CIBC World Market
260
CIBC World Market
Ontario, Canada
$8.14M +$534K +1 +7%
BC
261
Bartlett & Co
Ohio
$7.63M – – –
BCWM
262
Bartlett & Co Wealth Management
Ohio
$7.63M – – –
CTC
263
Central Trust Company
Missouri
$7.6M – – –
SWA
264
Strata Wealth Advisors
Texas
$7.6M -$534K -1 -7%
Aviva
265
Aviva
United Kingdom
$7.6M – – –
CS
266
Credit Suisse
Switzerland
$7.6M – – –
NAMM
267
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.6M – – –
TIA
268
Traphagen Investment Advisors
New Jersey
$7.6M – – –
VFA
269
Valeo Financial Advisors
Indiana
$7.6M – – –
YAM
270
Yacktman Asset Management
Texas
$7.6M – – –
NW
271
NewEdge Wealth
Pennsylvania
$7.6M +$534K +1 +8%
SIM
272
Sterling Investment Management
Arizona
$7.6M +$3.74M +7 +100%
KJHP
273
K.J. Harrison & Partners
Ontario, Canada
$7.6M +$7.47M +14 New
MKA
274
M. Kulyk & Associates
Georgia
$7.6M +$7.47M +14 New
MJP
275
Michael J. Puzo
$7.05M -$534K -1 -7%
9 10
11
12 13

BRK.A Hedge Fund Activity: Q4 2023 in Review

1,035 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2023, worth a combined $58.8B — up 5.6% from $55.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BRK.A positions and 29 closed out — a net gain of 55 holders — while 77 added to existing stakes and 138 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $621M. The largest seller was CPA Asset Management, cutting an estimated $846M.

  • 1,035 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2023, up from 996 in Q3 2023.
  • Funds reported $58.8B of Berkshire Hathaway Class A stock for Q4 2023, up 5.6% quarter-over-quarter.
  • 84 funds opened new Berkshire Hathaway Class A positions in Q4 2023 and 29 closed out, a net change of +55 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2023 was Morgan Stanley, an estimated $621M added.
  • The largest Berkshire Hathaway Class A seller in Q4 2023 was CPA Asset Management, an estimated $846M sold.

Based on aggregated 13F filings for Q4 2023.