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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
AAMC
551
Asset Allocation & Management Company
Illinois
$1.63M – – –
BIC
552
Beach Investment Counsel
Pennsylvania
$1.63M – – –
BCAM
553
Boston Common Asset Management
Massachusetts
$1.63M – – –
BFO
554
Boston Family Office
Massachusetts
$1.63M – – –
FPB
555
First PREMIER Bank
South Dakota
$1.63M – – –
CA
556
Cresta Advisors
Texas
$1.63M -$1.07M -2 -40%
BFM
557
Boston Financial Management
Massachusetts
$1.63M – – –
CCC
558
Chelsea Counsel Company
California
$1.63M – – –
FWP
559
FAS Wealth Partners
Kansas
$1.63M – – –
GFP
560
Gryphon Financial Partners
Ohio
$1.63M – – –
MCM
561
MV Capital Management
Maryland
$1.63M – – –
AWM
562
Abound Wealth Management
Tennessee
$1.63M +$1.6M +3 New
BHPW
563
Beverly Hills Private Wealth
California
$1.63M -$2.67M -5 -63%
Prudential Financial
564
Prudential Financial
New Jersey
$1.63M -$1.07M -2 -40%
RSWM
565
Robertson Stephens Wealth Management
California
$1.63M -$1.07M -2 -40%
ABC
566
Associated Banc-Corp
Wisconsin
$1.63M -$534K -1 -25%
BBA
567
Baader Bank Aktiengesellschaft
Germany
$1.63M -$534K -1 -25%
GIA
568
Gladstone Institutional Advisory
Florida
$1.63M -$534K -1 -25%
SWP
569
Stratos Wealth Partners
Ohio
$1.63M -$534K -1 -25%
AP
570
Americana Partners
Texas
$1.63M – – –
AFM
571
Armstrong Fleming & Moore
District of Columbia
$1.63M – – –
AWM
572
Avior Wealth Management
Nebraska
$1.63M – – –
BONH
573
Bank of New Hampshire
New Hampshire
$1.63M – – –
BAM
574
Berkshire Asset Management
Pennsylvania
$1.63M – – –
BTW
575
Boston Trust Walden
Massachusetts
$1.63M – – –
21 22
23
24 25

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.