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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,030 hedge funds and large institutions have $58.7B invested in Berkshire Hathaway Class A in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 76 increasing their positions, 137 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+38
Holders Change %
+3.83%
% of All Funds
15.1%
Holding in Top 10
121
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.42%
% of All Funds
1.77%
New
83
Increased
76
Reduced
137
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$632M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$217M
3
First Manhattan
First Manhattan
New York
+$114M
4
Northern Trust
Northern Trust
Illinois
+$62.9M
5
GLCM
Greenlea Lane Capital Management
Connecticut
+$38.5M

Top Sellers

1
CAM
CPA Asset Management
Florida
-$860M
2
Renaissance Technologies
Renaissance Technologies
New York
-$520M
3
CPA
Cardiff Park Advisors
California
-$269M
4
HWM
HFR Wealth Management
New York
-$161M
5
CHP
Cable Hill Partners
Oregon
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
976
Cutter & Co Brokerage
Missouri
$543K – – –
CAM
977
Cubic Asset Management
Massachusetts
$543K – – –
BB
978
Busey Bank
Illinois
$543K – – –
AWE
979
Avidian Wealth Enterprises
Texas
$543K – – –
FC
980
Farley Capital
New York
$543K – – –
SSWM
981
Smith Salley Wealth Management
North Carolina
$543K – – –
DCM
982
Donaldson Capital Management
Indiana
$543K – – –
SS
983
Simplicity Solutions
Minnesota
$543K – – –
CCM
984
Cohen Capital Management
California
$543K – – –
TCCM
985
Timber Creek Capital Management
Massachusetts
$543K – – –
SWA
986
SFMG Wealth Advisors
Texas
$543K – – –
CHAM
987
Clear Harbor Asset Management
Connecticut
$543K – – –
KAH
988
Kathryn A. Hall
$543K – – –
FWTB
989
First Western Trust Bank
Colorado
$543K – – –
PCTC
990
Perkins Coie Trust Company
Washington
$543K – – –
FAG
991
Financial Advisory Group
Texas
$543K – – –
GIP
992
Greatmark Investment Partners
Georgia
$543K – – –
BWM
993
Baystate Wealth Management
Massachusetts
$543K – – –
SPIO
994
Seven Post Investment Office
California
$543K – – –
CCP
995
Clarkston Capital Partners
Michigan
$543K – – –
OA
996
Oxbow Advisors
Texas
$543K – – –
MWA
997
MN Wealth Advisors
Kansas
$543K +$543K +1 New
SCP
998
Shorepoint Capital Partners
Massachusetts
$543K +$543K +1 New
CWM
999
Concentric Wealth Management
California
$543K +$543K +1 New
VH
1000
Visionary Horizons
Tennessee
$543K +$543K +1 New
38 39
40
41 42