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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
JWCA
626
J.W. Coons Advisors
Ohio
$1.09M – – –
MCM
627
Manchester Capital Management
Vermont
$1.09M – – –
SC
628
Savant Capital
Illinois
$1.09M – – –
CWA
629
Cornerstone Wealth Advisors
Minnesota
$1.09M -$534K -1 -33%
FIM
630
Fernwood Investment Management
Massachusetts
$1.09M -$534K -1 -33%
KLI
631
Kelman-Lazarov Inc
Tennessee
$1.09M -$534K -1 -33%
SW
632
StrongBox Wealth
Missouri
$1.09M -$534K -1 -33%
AIA
633
Allied Investment Advisors
Montana
$1.09M – – –
ATPW
634
Ashton Thomas Private Wealth
Arizona
$1.09M – – –
AMG
635
Asset Management Group
Connecticut
$1.09M – – –
BP
636
BBR Partners
New York
$1.09M – – –
BFA
637
Beacon Financial Advisory
Ohio
$1.09M – – –
BCC
638
Biglari Capital Corp
Texas
$1.09M – – –
BFA
639
Bill Few Associates
Pennsylvania
$1.09M – – –
BOPW
640
Brandywine Oak Private Wealth
Pennsylvania
$1.09M – – –
BMA
641
Brooks Moore & Associates
Tennessee
$1.09M – – –
BWIA
642
Bryant Woods Investment Advisors
New York
$1.09M – – –
BMCM
643
Bryn Mawr Capital Management
Pennsylvania
$1.09M – – –
CC
644
Cadinha & Co
Hawaii
$1.09M – – –
CNBT
645
Canandaigua National Bank & Trust
New York
$1.09M – – –
CA
646
CapWealth Advisors
Tennessee
$1.09M – – –
CPCM
647
Cardinal Point Capital Management
Ontario, Canada
$1.09M – – –
CFG
648
Carr Financial Group
Massachusetts
$1.09M – – –
CWM
649
Centurion Wealth Management
Virginia
$1.09M – – –
CBB
650
Citizens Business Bank
California
$1.09M – – –
24 25
26
27 28

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.