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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
BG
751
Bollard Group
Massachusetts
$1.08M – – –
BIG
752
Boothe Investment Group
Delaware
$1.08M – – –
LDB
753
Lee, Danner & Bass
Tennessee
$1.08M – – –
TSS
754
Thomas Story & Son
Indiana
$1.08M – – –
HFM
755
Harvest Fund Management
China
$1.08M – – –
BTI
756
Blue Trust Inc
Georgia
$1.06M – – –
EWM
757
Evergreen Wealth Management
Michigan
$916K – – –
GAMC
758
Garner Asset Management Corp
Texas
$595K – – –
FWI
759
Facet Wealth Inc
Maryland
$592K – – –
KFA
760
Kapstone Financial Advisors
Ohio
$576K +$534K +1 New
BCI
761
Brinker Capital Investments
Pennsylvania
$559K – – –
OPS
762
Orion Portfolio Solutions
Nebraska
$559K – – –
MAM
763
McLean Asset Management
Virginia
$554K – – –
AGP
764
Autumn Glory Partners
Texas
$548K – – –
LGF
765
LGT Group Foundation
Liechtenstein
$545K – – –
Russell Investments Group
766
Russell Investments Group
United Kingdom
$545K – – –
AIIMS
767
Analyst IMS Investment Management Services
Israel
$543K – – –
AP
768
Appleton Partners
Massachusetts
$543K – – –
CAL
769
Capital Advisors Ltd
Ohio
$543K – – –
HC
770
Hendley & Co
Ohio
$543K – – –
LCM
771
LVM Capital Management
Michigan
$543K – – –
PAS
772
Professional Advisory Services
Florida
$543K – – –
SAM
773
Shikiar Asset Management
New York
$543K – – –
SC
774
Sierra Capital
Florida
$543K – – –
SPP
775
Single Point Partners
Massachusetts
$543K – – –
29 30
31
32 33

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.