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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
LNC
426
Lincoln National Corp
Pennsylvania
$3.26M -$534K -1 -14%
AIP
427
Ameritas Investment Partners
Nebraska
$3.26M – – –
AC
428
Avenir Corporation
Virginia
$3.26M – – –
AWM
429
Avondale Wealth Management
Texas
$3.26M – – –
BP
430
Ballentine Partners
Massachusetts
$3.26M – – –
BC
431
Blackhill Capital
New Jersey
$3.26M – – –
CBA
432
Coastal Bridge Advisors
Connecticut
$3.26M – – –
CWM
433
Congress Wealth Management
Massachusetts
$3.26M – – –
ECP
434
Epacria Capital Partners
Colorado
$3.26M – – –
FWCM
435
Ferguson Wellman Capital Management
Oregon
$3.26M – – –
FFA
436
First Foundation Advisors
California
$3.26M – – –
MPI
437
Mairs & Power Inc
Minnesota
$3.26M – – –
MMHP
438
Murphy Middleton Hinkle & Parker
Georgia
$3.26M – – –
NCM
439
Northside Capital Management
Oregon
$3.26M – – –
RGC
440
Roberts, Glore & Co
Illinois
$3.26M – – –
SBWIC
441
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.26M – – –
SAM
442
Summit Asset Management
Tennessee
$3.26M – – –
PFS
443
Prospera Financial Services
Texas
$3.26M +$2.14M +4 +200%
CRC
444
Curi RMB Capital
Illinois
$3.26M +$3.2M +6 New
ECM
445
English Capital Management
Michigan
$3.26M +$3.2M +6 New
KM
446
KP Management
Minnesota
$3.26M +$3.2M +6 New
RCM
447
RMR Capital Management
California
$3.26M +$3.2M +6 New
AWM
448
AE Wealth Management
Kansas
$2.91M +$534K +1 +25%
LWCFA
449
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.89M – – –
DAS
450
Dynamic Advisor Solutions
Arizona
$2.77M +$2.67M +5 New
16 17
18
19 20

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.