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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
PWP
401
Principle Wealth Partners
Connecticut
$3.8M – – –
SNBOSCI
402
Security National Bank of Sioux City Iowa
Iowa
$3.8M – – –
SWA
403
SOA Wealth Advisors
New York
$3.8M – – –
TCA
404
Transcend Capital Advisors
New Jersey
$3.8M – – –
YL
405
YCG LLC
Texas
$3.8M – – –
GC
406
Giverny Capital
Quebec, Canada
$3.8M +$534K +1 +17%
TAM
407
Tocqueville Asset Management
New York
$3.8M +$534K +1 +17%
Millennium Management
408
Millennium Management
New York
$3.8M +$1.07M +2 +40%
AT
409
Arvest Trust
Oklahoma
$3.8M +$2.67M +5 +250%
BWP
410
Barlow Wealth Partners
Kentucky
$3.8M +$3.74M +7 New
DW
411
Durante & Waters
New York
$3.8M +$3.74M +7 New
FNFDCM
412
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.8M -$534K -1 -13%
BAMF
413
BI Asset Management Fondsmaeglerselskab
Denmark
$3.8M +$2.67M +5 +250%
Thrivent Financial for Lutherans
414
Thrivent Financial for Lutherans
Minnesota
$3.8M +$3.74M +7 New
HAG
415
HighPoint Advisor Group
Illinois
$3.72M +$3.2M +6 New
CWA
416
Canvas Wealth Advisors
Kansas
$3.31M – – –
National Bank of Canada
417
National Bank of Canada
Quebec, Canada
$3.3M – – –
MFIM
418
Mesirow Financial Investment Management
Illinois
$3.26M +$4.27M +8 New
AIS
419
AM Investment Strategies
Tennessee
$3.26M – – –
BMC
420
Beaton Management Company
Massachusetts
$3.26M – – –
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$3.26M – – –
WHG
422
Westwood Holdings Group
Texas
$3.26M – – –
CCA
423
Cadent Capital Advisors
Oklahoma
$3.26M – – –
CPA
424
Cardiff Park Advisors
California
$3.26M -$264M -495 -99%
Chevy Chase Trust
425
Chevy Chase Trust
Maryland
$3.26M -$534K -1 -14%
15 16
17
18 19

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.