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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
BEAM
276
Baker Ellis Asset Management
Washington
$7.05M – – –
CWC
277
Carolinas Wealth Consulting
North Carolina
$7.05M – – –
GAM
278
Griffin Asset Management
New York
$7.05M – – –
ST
279
Spinnaker Trust
Maine
$7.05M – – –
WCM
280
Weik Capital Management
Pennsylvania
$7.05M – – –
EWM
281
Evercore Wealth Management
New York
$7.05M +$1.07M +2 +18%
ISL
282
Ingalls & Snyder LLC
New York
$7.05M – – –
PCI
283
Pacifica Capital Investments
Texas
$7.05M – – –
Janus Henderson Group
284
Janus Henderson Group
United Kingdom
$7.05M -$534K -1 -7%
SWM
285
Spire Wealth Management
Virginia
$6.68M +$5.34M +10 +500%
CPSAC
286
Chas P. Smith & Associates (CPS)
Florida
$6.51M – – –
NRS
287
Neville Rodie & Shaw
New York
$6.51M – – –
GCIM
288
Gunn & Company Investment Management
Florida
$6.51M +$6.41M +12 New
PCGDR
289
Pangea Capital Gestao de Recursos
$6.51M -$6.94M -13 -52%
AA
290
Aire Advisors
California
$6.51M – – –
CPIA
291
Cornell Pochily Investment Advisors
New York
$6.51M – – –
ECG
292
Edge Capital Group
Georgia
$6.51M – – –
FMTC
293
Farmers & Merchants Trust Company
California
$6.51M – – –
KP
294
Keel Point
Alabama
$6.51M – – –
MPM
295
MBB Public Markets
Illinois
$6.51M – – –
PC
296
Pecaut & Co
Iowa
$6.51M – – –
PSFG
297
Prairie Sky Financial Group
Illinois
$6.51M – – –
AWM
298
Apollon Wealth Management
South Carolina
$6.51M +$2.14M +4 +50%
OFG
299
Oxford Financial Group
Indiana
$6.51M +$2.14M +4 +50%
NA
300
NewEdge Advisors
Louisiana
$6.03M +$534K +1 +10%
10 11
12
13 14

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.