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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
SCM
776
Stonebridge Capital Management
California
$543K – – –
TCOK
777
Trust Company of Kansas
Kansas
$543K – – –
WPC
778
Waters Parkerson & Co
Louisiana
$543K – – –
WDA
779
Wendell David Associates
New Hampshire
$543K – – –
XSC
780
X-Square Capital
Puerto Rico
$543K – – –
CW
781
CreativeOne Wealth
Kansas
$543K +$534K +1 New
FDS
782
First Dallas Securities
Texas
$543K +$534K +1 New
MAS
783
Meeder Advisory Services
Ohio
$543K – – –
RCG
784
Regatta Capital Group
California
$543K -$534K -1 -50%
5SA
785
5th Street Advisors
Connecticut
$543K – – –
AWM
786
AAF Wealth Management
Massachusetts
$543K – – –
AFS
787
Annapolis Financial Services
Maryland
$543K – – –
BFPW
788
BOK Financial Private Wealth
Colorado
$543K – – –
CPC
789
Congress Park Capital
New York
$543K – – –
CWM
790
Curi Wealth Management
North Carolina
$543K – – –
DWM
791
Dakota Wealth Management
Florida
$543K – – –
JFGIW
792
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$543K – – –
KA
793
Klingman & Associates
New York
$543K – – –
LNWWM
794
Laird Norton Wetherby Wealth Management
California
$543K – – –
LL
795
LWMG LLC
Minnesota
$543K – – –
MCM
796
Monarch Capital Management
Indiana
$543K – – –
NFW
797
Noble Family Wealth
Florida
$543K – – –
PAM
798
Pegasus Asset Management
New York
$543K – – –
TNAM
799
Terra Nova Asset Management
New York
$543K – – –
CWM
800
Cranbrook Wealth Management
Michigan
$543K +$534K +1 New
30 31
32
33 34

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.