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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
RW
701
Regimen Wealth
Georgia
$1.09M – – –
RWM
702
Ritholtz Wealth Management
New York
$1.09M – – –
RCWMU
703
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.09M – – –
RIL
704
Rothschild Investment LLC
Illinois
$1.09M – – –
SRC
705
Sage Rhino Capital
California
$1.09M – – –
SI
706
Scharf Investments
California
$1.09M – – –
SC
707
Schoolcraft Capital
Colorado
$1.09M – – –
SIC
708
Schwartz Investment Counsel
Michigan
$1.09M – – –
SBCM
709
Schwerin Boyle Capital Management
Massachusetts
$1.09M – – –
SCA
710
Scott Capital Advisors
Oregon
$1.09M – – –
SEEDPG
711
S.E.E.D. Planning Group
New York
$1.09M – – –
SHA
712
Seneca House Advisors
Virginia
$1.09M – – –
SSWG
713
Seven Springs Wealth Group
Tennessee
$1.09M – – –
SSWM
714
Sheets Smith Wealth Management
North Carolina
$1.09M – – –
SFG
715
Snider Financial Group
Washington
$1.09M – – –
SVWAG
716
Sound View Wealth Advisors Group
Georgia
$1.09M – – –
SGWM
717
Sterling Group Wealth Management
California
$1.09M – – –
SFG
718
Summit Financial Group
West Virginia
$1.09M – – –
TAM
719
Taurus Asset Management
New York
$1.09M – – –
TTWM
720
TCV Trust & Wealth Management
Virginia
$1.09M – – –
TNB
721
Thomasville National Bank
Georgia
$1.09M – – –
TCOT
722
Trust Company of Toledo
Ohio
$1.09M – – –
WA
723
Waverly Advisors
Alabama
$1.09M – – –
WAAG
724
Wealth Alliance Advisory Group
Kansas
$1.09M – – –
WCM
725
WealthBridge Capital Management
Ohio
$1.09M – – –
27 28
29
30 31

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.