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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
DC
201
Davenport & Co
Virginia
$13M – – –
M2MC
202
Matthew 25 Management Corp
Pennsylvania
$13M – – –
LKIM
203
Lawson Kroeker Investment Management
Nebraska
$12.5M -$1.07M -2 -8%
KAS
204
Kestra Advisory Services
Texas
$12.5M – – –
AP
205
Arlington Partners
Alabama
$12.5M +$12.3M +23 New
RhumbLine Advisers
206
RhumbLine Advisers
Massachusetts
$12.5M +$534K +1 +5%
CFB
207
Cullen/Frost Bankers
Texas
$11.9M -$1.07M -2 -8%
AFIA
208
America First Investment Advisors
Nebraska
$11.9M – – –
ACM
209
Ashford Capital Management
Delaware
$11.9M – – –
BT
210
Brandywine Trust
Delaware
$11.9M – – –
TYCC
211
Texas Yale Capital Corp
Florida
$11.9M – – –
SW
212
SVB Wealth
Massachusetts
$11.9M -$3.2M -6 -21%
JIC
213
JRM Investment Counsel
Nebraska
$11.9M – – –
ST
214
Smithfield Trust
Pennsylvania
$11.4M – – –
GC
215
Gibson Capital
Pennsylvania
$11.4M – – –
LA
216
LexAurum Advisors
Kansas
$11.4M – – –
ZIG
217
Zuckerman Investment Group
Illinois
$11.4M – – –
CIA
218
Concurrent Investment Advisors
Florida
$11.4M +$11.2M +21 New
PNC
219
Park National Corp
Ohio
$10.9M -$534K -1 -5%
WWM
220
Western Wealth Management
Colorado
$10.9M – – –
RRA
221
Round Rock Advisors
Connecticut
$10.9M +$10.7M +20 New
RG
222
Rathbones Group
United Kingdom
$10.9M – – –
BSW
223
Buckingham Strategic Wealth
Missouri
$10.3M – – –
CFFP
224
Center for Financial Planning
Michigan
$10.3M – – –
Citigroup
225
Citigroup
New York
$10.3M – – –
7 8
9
10 11

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.