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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
IF
526
Intrua Financial
Texas
$2.17M – – –
JFGLC
527
Johnson Financial Group LLC (Colorado)
Colorado
$2.17M – – –
KGC
528
Kennon-Green & Company
Ohio
$2.17M – – –
KPWS
529
Kestra Private Wealth Services
Texas
$2.17M – – –
LK
530
Lumbard & Kellner
New Hampshire
$2.17M – – –
MIM
531
Manitou Investment Management
Ontario, Canada
$2.17M – – –
MGWM
532
Marks Group Wealth Management
Minnesota
$2.17M – – –
MRCM
533
M&R Capital Management
New Jersey
$2.17M – – –
NAM
534
NorthCrest Asset Manangement
Minnesota
$2.17M – – –
SIG
535
Sargent Investment Group
Maryland
$2.17M – – –
SFA
536
Sequoia Financial Advisors
Ohio
$2.17M – – –
T2I
537
Turim 21 Investimentos
Brazil
$2.17M – – –
YCM
538
Yousif Capital Management
Michigan
$2.17M – – –
AG
539
AlTi Global
New York
$2.17M +$2.14M +4 New
BIMC
540
Benson Investment Management Company
Virginia
$2.17M +$2.14M +4 New
HCM
541
Helios Capital Management
Singapore
$2.17M +$2.14M +4 New
MWA
542
Muirfield Wealth Advisors
North Carolina
$2.17M +$2.14M +4 New
SCTC
543
Sanibel Captiva Trust Company
Florida
$2.17M +$2.14M +4 New
WIA
544
World Investment Advisors
California
$2.17M +$2.14M +4 New
Bank of Nova Scotia
545
Bank of Nova Scotia
Ontario, Canada
$2.17M -$534K -1 -25%
RAM
546
RK Asset Management
Michigan
$2.17M – – –
HC
547
Hoese & Co
Minnesota
$1.64M – – –
EAM
548
Erste Asset Management
Austria
$1.64M – – –
HWM
549
HFR Wealth Management
New York
$1.63M -$159M -297 -99%
SG Americas Securities
550
SG Americas Securities
New York
$1.63M -$534K -1 -25%
20 21
22
23 24

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.