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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
BIM
26
Baldwin Investment Management
Pennsylvania
$307M -$534K -1 -0.2%
UB
27
UMB Bank
Missouri
$305M -$13.9M -26 -4%
Legal & General Group
28
Legal & General Group
United Kingdom
$301M -$8.01M -15 -3%
GHC
29
Graham Holdings Company
Virginia
$229M – – –
Fayez Sarofim & Co
30
Fayez Sarofim & Co
Texas
$226M -$6.41M -12 -3%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$220M +$216M +405 New
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$217M +$214M +400 New
AH
33
Allen Holding
New York
$202M -$1.07M -2 -0.5%
Northern Trust
34
Northern Trust
Illinois
$194M +$61.9M +116 +48%
PCM
35
Punch Card Management
Florida
$189M – – –
HHAA
36
Henry H. Armstrong Associates
Pennsylvania
$181M -$5.87M -11 -3%
BIM
37
Bridges Investment Management
Nebraska
$179M -$2.67M -5 -1%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$176M +$174M +325 New
State Street
39
State Street
Massachusetts
$174M -$5.34M -10 -3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$171M -$3.2M -6 -2%
IFLIT
41
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$163M – – –
Bank of New York Mellon
42
Bank of New York Mellon
New York
$161M -$2.67M -5 -2%
VAM
43
Vontobel Asset Management
New York
$157M -$24.6M -46 -15%
CH
44
Canton Hathaway
Rhode Island
$155M -$1.07M -2 -0.7%
TAM
45
Timucuan Asset Management
Florida
$150M -$2.67M -5 -2%
NA
46
Nordwand Advisors
Pennsylvania
$146M -$81.1M -152 -36%
WM
47
WS Management
Florida
$142M – – –
WT
48
Whittier Trust
California
$139M – – –
BBHC
49
Brown Brothers Harriman & Co
New York
$138M – – –
WG
50
Winton Group
United Kingdom
$118M – – –
1
2
3 4 5

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.