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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.

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
1
Morgan Stanley
New York
$1.28B
2
OSAM
2
O'Shaughnessy Asset Management
Connecticut
$217M
3
First Manhattan
3
First Manhattan
New York
$9.29B
4
Northern Trust
4
Northern Trust
Illinois
$194M
5
GLCM
5
Greenlea Lane Capital Management
Connecticut
$38.5M

Top Sellers

1
CAM
1
CPA Asset Management
Florida
$8.68M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$111M
3
CPA
3
Cardiff Park Advisors
California
$3.26M
4
HWM
4
HFR Wealth Management
New York
$1.63M
5
CHP
5
Cable Hill Partners
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLCM
101
Greenlea Lane Capital Management
Connecticut
$38.5M +$38.5M +71 New
MIFH
102
Migdal Insurance & Financial Holdings
Israel
$38M – – –
SWM
103
Segment Wealth Management
Texas
$38M – – –
HPIA
104
Hamilton Point Investment Advisors
North Carolina
$38M +$36.4M +67 +2,233%
PFP
105
Pinnacle Financial Partners
Tennessee
$38M +$1.09M +2 +3%
William Blair & Company
106
William Blair & Company
Illinois
$37.4M +$1.09M +2 +3%
DADC
107
D.A. Davidson & Co
Montana
$36.9M +$535K +1 +1%
TIAA Trust, National Association
108
TIAA Trust, National Association
North Carolina
$36.9M -$5.97M -11 -14%
LPL Financial
109
LPL Financial
California
$33.6M -$4.88M -9 -13%
Osaic Holdings
110
Osaic Holdings
Arizona
$33.1M -$3.8M -7 -10%
SVCF
111
Silicon Valley Community Foundation
California
$33.1M – – –
Victory Capital Management
112
Victory Capital Management
Texas
$32.6M -$39.6M -73 -55%
CAG
113
Crestwood Advisors Group
Massachusetts
$32M – – –
FMII
114
Farmers & Merchants Investments Inc
Nebraska
$31.5M -$4.34M -8 -12%
KFA
115
Kelleher Financial Advisors
New York
$31.5M – – –
SSCM
116
Summit Street Capital Management
New York
$31.5M – – –
CA
117
Crewe Advisors
Utah
$30.4M – – –
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$30.4M +$3.8M +7 +14%
CAM
119
Cresset Asset Management
Illinois
$29.8M -$2.71M -5 -8%
LC
120
Lincoln Capital
Nebraska
$29.8M – – –
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$29.3M – – –
HLCM
122
Hi-Line Capital Management
South Dakota
$28.8M – – –
LWCA
123
Locust Wood Capital Advisers
New York
$28.2M – – –
HCM
124
Hutner Capital Management
Vermont
$28.2M – – –
SNB
125
Security National Bank
Nebraska
$27.7M +$21.7M +40 +364%
3 4
5
6 7