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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,030 hedge funds and large institutions have $58.7B invested in Berkshire Hathaway Class A in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 76 increasing their positions, 137 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+38
Holders Change %
+3.83%
% of All Funds
15.1%
Holding in Top 10
121
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.42%
% of All Funds
1.77%
New
83
Increased
76
Reduced
137
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$632M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$217M
3
First Manhattan
First Manhattan
New York
+$114M
4
Northern Trust
Northern Trust
Illinois
+$62.9M
5
GLCM
Greenlea Lane Capital Management
Connecticut
+$38.5M

Top Sellers

1
CAM
CPA Asset Management
Florida
-$860M
2
Renaissance Technologies
Renaissance Technologies
New York
-$520M
3
CPA
Cardiff Park Advisors
California
-$269M
4
HWM
HFR Wealth Management
New York
-$161M
5
CHP
Cable Hill Partners
Oregon
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDFN
476
Bond & Devick Financial Network
Minnesota
$2.71M – – –
PRA
477
Pine Ridge Advisers
New York
$2.71M – – –
AWA
478
Amplius Wealth Advisors
Pennsylvania
$2.71M – – –
KWA
479
Kingswood Wealth Advisors
California
$2.71M – – –
STA
480
Summit Trail Advisors
New York
$2.71M +$2.17M +4 +400%
AFO
481
Allie Family Office
Florida
$2.71M +$2.71M +5 New
FDCP
482
Foster Dykema Cabot & Partners
Massachusetts
$2.71M +$2.71M +5 New
BFEC
483
Benjamin F. Edwards & Company
Missouri
$2.71M – – –
MPM
484
Meritage Portfolio Management
Kansas
$2.71M – – –
ST
485
Sentinel Trust
Texas
$2.71M – – –
ACM
486
Advisors Capital Management
New Jersey
$2.71M +$2.71M +5 New
Creative Planning
487
Creative Planning
Kansas
$2.44M – – –
FMN
488
Financial Management Network
California
$2.22M – – –
RMC
489
Regis Management Company
California
$2.17M – – –
GW
490
GW & Wade
Massachusetts
$2.17M – – –
UIA
491
Ulland Investment Advisors
Minnesota
$2.17M – – –
BCV
492
Banque Cantonale Vaudoise
Switzerland
$2.17M – – –
SMP
493
Santa Monica Partners
Florida
$2.17M – – –
UOMF
494
University of Maryland Foundation
Maryland
$2.17M – – –
HT
495
Heritage Trust
Oklahoma
$2.17M – – –
VWM
496
Venturi Wealth Management
Texas
$2.17M – – –
PCM
497
Parsons Capital Management
Rhode Island
$2.17M – – –
EIP
498
Epoch Investment Partners
New York
$2.17M -$78.1M -144 -97%
UCFA
499
United Capital Financial Advisors
Texas
$2.17M -$1.09M -2 -33%
NSIM
500
North Star Investment Management
Illinois
$2.17M -$543K -1 -20%
18 19
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