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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
PCM
501
Parsons Capital Management
Rhode Island
$2.17M – – –
EIP
502
Epoch Investment Partners
New York
$2.17M -$76.9M -144 -97%
UCFA
503
United Capital Financial Advisors
Texas
$2.17M -$1.07M -2 -33%
CT
504
Chicago Trust
Illinois
$2.17M -$534K -1 -20%
NSIM
505
North Star Investment Management
Illinois
$2.17M -$534K -1 -20%
AFG
506
Allegheny Financial Group
Pennsylvania
$2.17M – – –
Aristotle Capital Management
507
Aristotle Capital Management
California
$2.17M – – –
BBI
508
Baxter Bros Inc
Connecticut
$2.17M – – –
BDCM
509
Black Diamond Capital Management
Connecticut
$2.17M – – –
BLAM
510
Bourne Lent Asset Management
New York
$2.17M – – –
Cetera Investment Advisers
511
Cetera Investment Advisers
Illinois
$2.17M – – –
CT
512
Coastline Trust
Rhode Island
$2.17M – – –
CW
513
Connectus Wealth
Ohio
$2.17M – – –
CIM
514
Corda Investment Management
Texas
$2.17M – – –
CPA
515
Court Place Advisors
Maryland
$2.17M – – –
CIC
516
Crawford Investment Counsel
Georgia
$2.17M – – –
Dodge & Cox
517
Dodge & Cox
California
$2.17M – – –
ECAM
518
East Coast Asset Management
Massachusetts
$2.17M – – –
EWA
519
EP Wealth Advisors
California
$2.17M – – –
Flossbach Von Storch
520
Flossbach Von Storch
Germany
$2.17M – – –
FWM
521
Fortress Wealth Management
California
$2.17M – – –
FFP
522
FourThought Financial Partners
Florida
$2.17M – – –
GCM
523
Gibraltar Capital Management
Oklahoma
$2.17M – – –
GC
524
Grimes & Company
Massachusetts
$2.17M – – –
HI
525
Hendershot Investments
Virginia
$2.17M – – –
19 20
21
22 23

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.