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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
B
576
Bridgeworth
Alabama
$1.63M – – –
CIA
577
Capital Investment Advisors
Georgia
$1.63M – – –
CC
578
Chicago Capital
Illinois
$1.63M – – –
CCA
579
Childress Capital Advisors
Texas
$1.63M – – –
CWP
580
Cyndeo Wealth Partners
Florida
$1.63M – – –
DWP
581
Daymark Wealth Partners
Ohio
$1.63M – – –
EIA
582
Edgemoor Investment Advisors
Maryland
$1.63M – – –
Edgewood Management
583
Edgewood Management
Connecticut
$1.63M – – –
EDRIA
584
Edmonds Duncan Registered Investment Advisors
Kansas
$1.63M – – –
EVM
585
Evelyn V. Moreno
$1.63M – – –
EWA
586
EverSource Wealth Advisors
Alabama
$1.63M – – –
EB
587
Exchange Bank
California
$1.63M – – –
FFA
588
Farther Finance Advisors
California
$1.63M – – –
FNBOO
589
First National Bank of Omaha
Nebraska
$1.63M – – –
FSA
590
Fort Sheridan Advisors
Illinois
$1.63M – – –
FCM
591
Fourpath Capital Management
Oklahoma
$1.63M – – –
HWMG
592
Hurlow Wealth Management Group
Indiana
$1.63M – – –
IFO
593
Independent Family Office
New York
$1.63M – – –
JIC
594
Johnson Investment Counsel
Ohio
$1.63M – – –
Kayne Anderson Rudnick Investment Management
595
Kayne Anderson Rudnick Investment Management
California
$1.63M – – –
KIA
596
Knollwood Investment Advisory
Maryland
$1.63M – – –
MWM
597
Maltin Wealth Management
New Jersey
$1.63M – – –
MPW
598
Melone Private Wealth
Michigan
$1.63M – – –
MC
599
Middleton & Co
Massachusetts
$1.63M – – –
PWS
600
Paragon Wealth Strategies
Florida
$1.63M – – –
22 23
24
25 26

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.