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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
CCA
801
Criterion Capital Advisors
Tennessee
$543K +$534K +1 New
WCM
802
Weaver Capital Management
Georgia
$543K +$53.4M +100 New
CA
803
Continuum Advisory
Idaho
$543K -$1.6M -3 -75%
EW
804
Evoke Wealth
California
$543K -$1.6M -3 -75%
AWA
805
Arkadios Wealth Advisors
Georgia
$543K -$1.07M -2 -67%
RZH
806
Relyea Zuckerberg Hanson
Connecticut
$543K -$1.07M -2 -67%
3F
807
360 Financial
Minnesota
$543K -$534K -1 -50%
CSPIA
808
Cary Street Partners Investment Advisory
Virginia
$543K -$534K -1 -50%
FFN
809
Focus Financial Network
Minnesota
$543K -$534K -1 -50%
HKAM
810
Horizon Kinetics Asset Management
New York
$543K -$534K -1 -50%
Mitsubishi UFJ Trust & Banking
811
Mitsubishi UFJ Trust & Banking
Japan
$543K -$534K -1 -50%
TB
812
Treynor Bancshares
Iowa
$543K -$534K -1 -50%
AFAS
813
Acorn Financial Advisory Services
Virginia
$543K – – –
ASN
814
Advisory Services Network
Georgia
$543K – – –
AF
815
Alerus Financial
North Dakota
$543K – – –
AMBIA
816
Allen Mooney & Barnes Investment Advisors
Georgia
$543K – – –
AC
817
AlphaCore Capital
California
$543K – – –
AWCI
818
Alpine Woods Capital Investors
New York
$543K – – –
ACM
819
Alta Capital Management
Utah
$543K – – –
ANB
820
Amarillo National Bank
Texas
$543K – – –
AIFAIM
821
American Institute for Advanced Investment Management
Arizona
$543K – – –
AWMNH
822
Arcadia Wealth Management (New Hampshire)
New Hampshire
$543K – – –
ACS
823
Archford Capital Strategies
Illinois
$543K – – –
AWA
824
Arete Wealth Advisors
Illinois
$543K – – –
AWA
825
Artemis Wealth Advisors
New York
$543K – – –
31 32
33
34 35

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.