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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
IFS
676
Intelligent Financial Strategies
Minnesota
$1.09M – – –
IAIM
677
International Assets Investment Management
Florida
$1.09M – – –
IIC
678
Ironwood Investment Counsel
Arizona
$1.09M – – –
JGIA
679
Jackson Grant Investment Advisers
Connecticut
$1.09M – – –
JFL
680
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.09M – – –
KTA
681
Keeley-Teton Advisors
Illinois
$1.09M – – –
KFI
682
Key Financial Inc
Pennsylvania
$1.09M – – –
KFP
683
KMG Fiduciary Partners
Ohio
$1.09M – – –
LIM
684
Lagoda Investment Management
New York
$1.09M – – –
MIH
685
Meitav Investment House
Israel
$1.09M – – –
NCM
686
New Capital Management
Texas
$1.09M – – –
Nomura Asset Management
687
Nomura Asset Management
Japan
$1.09M – – –
NFP
688
NorthLanding Financial Partners
New York
$1.09M – – –
NIC
689
Northwest Investment Counselors
Oregon
$1.09M – – –
OC
690
Oarsman Capital
Wisconsin
$1.09M – – –
OFW
691
Omnia Family Wealth
Florida
$1.09M – – –
PBC
692
Pavion Blue Capital
California
$1.09M – – –
PIM
693
Penobscot Investment Management
Massachusetts
$1.09M – – –
PC
694
Permit Capital
Pennsylvania
$1.09M – – –
PA
695
Pinnacle Associates
New York
$1.09M – – –
PGA
696
Portland Global Advisors
Maine
$1.09M – – –
PMG
697
ProVise Management Group
Florida
$1.09M – – –
PAIM
698
Punch & Associates Investment Management
Minnesota
$1.09M – – –
QC
699
Quent Capital
New York
$1.09M – – –
RPWA
700
Regent Peak Wealth Advisors
Georgia
$1.09M – – –
26 27
28
29 30

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.