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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
WAP
726
Wealthcare Advisory Partners
Pennsylvania
$1.09M – – –
WMR
727
Wealth Management Resources
Rhode Island
$1.09M – – –
WSCM
728
Wellington Shields Capital Management
New York
$1.09M – – –
WA1
729
Wimmer Associates 1
California
$1.09M – – –
WWP
730
WR Wealth Planners
Missouri
$1.09M – – –
XF
731
XML Financial
Maryland
$1.09M – – –
Balyasny Asset Management
732
Balyasny Asset Management
Illinois
$1.09M +$534K +1 +100%
BPC
733
Banque Pictet & Cie
Switzerland
$1.09M +$534K +1 +100%
BPA
734
Beacon Pointe Advisors
California
$1.09M +$534K +1 +100%
KCPG
735
Kavar Capital Partners Group
Kansas
$1.09M +$534K +1 +100%
ST
736
Sabal Trust
Florida
$1.09M +$534K +1 +100%
SB
737
Simmons Bank
Arkansas
$1.09M +$534K +1 +100%
TFA
738
Tranquilli Financial Advisor
New Jersey
$1.09M +$534K +1 +100%
BAM
739
Bosun Asset Management
Illinois
$1.09M +$1.07M +2 New
FFB
740
First Financial Bankshares
Texas
$1.09M +$1.07M +2 New
HTIM
741
Harbour Trust & Investment Management
Indiana
$1.09M +$1.07M +2 New
IWM
742
IHT Wealth Management
Illinois
$1.09M +$1.07M +2 New
LWMI
743
Landmark Wealth Management (Illinois)
Illinois
$1.09M +$1.07M +2 New
Point72 Asset Management
744
Point72 Asset Management
Connecticut
$1.09M +$1.07M +2 New
PPWP
745
Premier Path Wealth Partners
New Jersey
$1.09M +$1.07M +2 New
SC
746
Stephenson & Company
California
$1.09M +$1.07M +2 New
SWA
747
Stratos Wealth Advisors
Ohio
$1.09M +$1.07M +2 New
SC
748
Syon Capital
California
$1.09M +$1.07M +2 New
TPI
749
Trust Point Inc
Wisconsin
$1.09M +$1.07M +2 New
WAG
750
Wiser Advisor Group
Arizona
$1.09M +$1.07M +2 New
28 29
30
31 32

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.