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
GLCM
101
Greenlea Lane Capital Management
Connecticut
$38.5M +$37.9M +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 +$35.8M +67 +2,233%
PFPT
105
Pinnacle Financial Partners (Tennessee)
Tennessee
$38M +$1.07M +2 +3%
William Blair & Company
106
William Blair & Company
Illinois
$37.4M +$1.07M +2 +3%
DADC
107
D.A. Davidson & Co
Montana
$36.9M +$534K +1 +1%
TIAA Trust, National Association
108
TIAA Trust, National Association
North Carolina
$36.9M -$5.87M -11 -14%
LPL Financial
109
LPL Financial
California
$33.6M -$4.8M -9 -13%
MG
110
Marex Group
$33.6M +$33.1M +62 New
Osaic Holdings
111
Osaic Holdings
Arizona
$33.1M -$3.74M -7 -10%
SVCF
112
Silicon Valley Community Foundation
California
$33.1M – – –
Victory Capital Management
113
Victory Capital Management
Texas
$32.6M -$39M -73 -55%
CAG
114
Crestwood Advisors Group
Massachusetts
$32M – – –
FMII
115
Farmers & Merchants Investments Inc
Nebraska
$31.5M -$4.27M -8 -12%
KFA
116
Kelleher Financial Advisors
New York
$31.5M – – –
SSCM
117
Summit Street Capital Management
New York
$31.5M – – –
CA
118
Crewe Advisors
Utah
$30.4M – – –
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$30.4M +$3.74M +7 +14%
CAM
120
Cresset Asset Management
Illinois
$29.8M -$2.67M -5 -8%
LC
121
Lincoln Capital
Nebraska
$29.8M – – –
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
$29.3M – – –
HLCM
123
Hi-Line Capital Management
South Dakota
$28.8M – – –
HCM
124
Hutner Capital Management
Vermont
$28.2M – – –
LWCA
125
Locust Wood Capital Advisers
New York
$28.2M – – –
3 4
5
6 7

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.