We are live on ! Find out more
BRK.A icon

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
EIP
876
Easterly Investment Partners
Massachusetts
$543K – – –
ELC
877
Edgar Lomax Company
Virginia
$543K – – –
EWA
878
Encompass Wealth Advisors
Oregon
$543K – – –
EWM
879
Endowment Wealth Management
Wisconsin
$543K – – –
EBT
880
Enterprise Bank & Trust
Massachusetts
$543K – – –
EIM
881
Ervin Investment Management
Washington
$543K – – –
EWA
882
Evolution Wealth Advisors
Florida
$543K – – –
FCM
883
Fairholme Capital Management
Florida
$543K – – –
FC
884
Farley Capital
New York
$543K – – –
FCP
885
Fidelis Capital Partners
Florida
$543K – – –
FAG
886
Financial Advisory Group
Texas
$543K – – –
FI
887
Financial Insights
Washington
$543K – – –
FPGK
888
Financial Partners Group (Kansas)
Kansas
$543K – – –
FBT
889
First Bank & Trust
South Dakota
$543K – – –
FHB
890
First Hawaiian Bank
Hawaii
$543K – – –
FMC
891
First Merchants Corp
Indiana
$543K – – –
FWTB
892
First Western Trust Bank
Colorado
$543K – – –
FLPIM
893
F.L. Putnam Investment Management
Massachusetts
$543K – – –
FA
894
Fortis Advisors
Pennsylvania
$543K – – –
FWIA
895
Fort Washington Investment Advisors
Ohio
$543K – – –
FCMC
896
Founders Capital Management (Connecticut)
Connecticut
$543K – – –
GGS
897
Galvin Gaustad & Stein
Arizona
$543K – – –
GC
898
GFG Capital
Florida
$543K – – –
GWM
899
Gitterman Wealth Management
New Jersey
$543K – – –
GLA
900
Great Lakes Advisors
Illinois
$543K – – –
34 35
36
37 38

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.