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
LSWM
926
Lorne Steinberg Wealth Management
Canada
$543K – – –
Los Angeles Capital Management
927
Los Angeles Capital Management
California
$543K – – –
MFS
928
Madrona Financial Services
Washington
$543K – – –
MPWT
929
MassMutual Private Wealth & Trust
Connecticut
$543K – – –
MPCG
930
Matrix Private Capital Group
New York
$543K – – –
MFA
931
Mayflower Financial Advisors
Massachusetts
$543K – – –
ME
932
McIlrath & Eck
Washington
$543K – – –
MIC
933
Means Investment Company
Maine
$543K – – –
MSK
934
Melissa S. Kampmann
$543K – – –
MOS
935
MGO One Seven
Ohio
$543K – – –
MAM
936
Milestone Asset Management
Pennsylvania
$543K – – –
MMA
937
Miracle Mile Advisors
California
$543K – – –
MAM
938
MMA Asset Management
Pennsylvania
$543K – – –
MC
939
Moors & Cabot
Massachusetts
$543K – – –
MFWP
940
Mosaic Family Wealth Partners
Missouri
$543K – – –
MPAM
941
Murphy Pohlad Asset Management
Minnesota
$543K – – –
NPF
942
Norris Perne & French
Michigan
$543K – – –
NP
943
NorthRock Partners
Minnesota
$543K – – –
NAG
944
Northstar Advisory Group
New Jersey
$543K – – –
NA
945
Nottingham Advisors
New York
$543K – – –
NL
946
NVWM LLC
Pennsylvania
$543K – – –
OFA
947
Oak Family Advisors
Illinois
$543K – – –
OC
948
Oakworth Capital
Alabama
$543K – – –
OCM
949
Objective Capital Management
Ohio
$543K – – –
OA
950
Oxbow Advisors
Texas
$543K – – –
36 37
38
39 40

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.