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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
SNB
126
Security National Bank
Nebraska
$27.7M +$21.4M +40 +364%
SL
127
SWF LLC
Nebraska
$27.1M +$26.7M +50 New
EP
128
Elkhorn Partners
Nebraska
$27.1M – – –
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$26.6M +$2.14M +4 +9%
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$25.5M – – –
BFM
131
Blacksheep Fund Management
Ireland
$25.5M -$18.2M -34 -42%
SAA
132
Southeast Asset Advisors
Georgia
$25.5M -$2.67M -5 -10%
SJL
133
Shayne & Jacobs LLC
Tennessee
$25.5M – – –
GT
134
Glenmede Trust
Pennsylvania
$25.5M -$1.07M -2 -4%
NS
135
NBC Securities
Alabama
$25M – – –
P
136
Pitcairn
Pennsylvania
$24.4M – – –
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$24.4M +$7.47M +14 +45%
CC
138
Cannell & Co
New York
$23.9M – – –
SAM
139
Soditic Asset Management
United Kingdom
$23.9M -$1.6M -3 -6%
GI
140
GAMCO Investors
Connecticut
$23.9M -$1.07M -2 -4%
GFI
141
Global Frontier Investments
South Carolina
$23.9M – – –
HAI
142
Hennessy Advisors Inc
California
$22.8M – – –
LF
143
Longbow Finance
Switzerland
$22.8M – – –
URS
144
Utah Retirement Systems
Utah
$22.8M – – –
Ameriprise
145
Ameriprise
Minnesota
$22.8M +$1.6M +3 +8%
Mariner
146
Mariner
Kansas
$22.2M -$2.14M -4 -9%
AO
147
Allen Operations
New York
$22.2M – – –
HTC
148
Haverford Trust Company
Pennsylvania
$21.7M – – –
IC
149
IEQ Capital
California
$21.7M – – –
WTC
150
WhitTier Trust Company
Nevada
$21.7M -$534K -1 -2%
4 5
6
7 8

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.