Berkshire Hathaway Class A
BRK.A
1,036 hedge funds and large institutions have $58.2B invested in Berkshire Hathaway Class A in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 77 increasing their positions, 137 reducing their positions, and 29 closing their positions.
186% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 29
4% more funds holding
Funds holding: 998 → 1,036 (+38)
3% more funds holding in top 10
Funds holding in top 10: 118 → 122 (+4)
5% more capital invested
Capital invested by funds: $55.7B → $58.2B (+$2.56B)
0.4% less ownership
Funds ownership: 20.62% → 20.22% (-0.4%)
44% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$214M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$165M |
| 3 |
VCP
Vista Capital Partners
Portland,
Oregon
|
+$123M |
| 4 |
First Manhattan
New York
|
+$113M |
| 5 |
Neuberger Berman Group
New York
|
+$68.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$511M |
| 2 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
-$264M |
| 3 |
HWM
HFR Wealth Management
Niskayuna,
New York
|
-$159M |
| 4 |
CHP
Cable Hill Partners
Portland,
Oregon
|
-$87.2M |
| 5 |
NA
Nordwand Advisors
Radnor,
Pennsylvania
|
-$81.1M |
BRK.A Hedge Fund Activity: Q4 2023 in Review
1,036 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2023, worth a combined $58.2B — up 4.6% from $55.7B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new BRK.A positions and 29 closed out — a net gain of 54 holders — while 77 added to existing stakes and 137 trimmed.
The largest buyer was O'Shaughnessy Asset Management, opening a new position worth an estimated $214M. The largest seller was Renaissance Technologies, cutting an estimated $511M.
- 1,036 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2023, up from 998 in Q3 2023.
- Funds reported $58.2B of Berkshire Hathaway Class A stock for Q4 2023, up 4.6% quarter-over-quarter.
- 83 funds opened new Berkshire Hathaway Class A positions in Q4 2023 and 29 closed out, a net change of +54 holders.
- The largest Berkshire Hathaway Class A buyer in Q4 2023 was O'Shaughnessy Asset Management, an estimated $214M added.
- The largest Berkshire Hathaway Class A seller in Q4 2023 was Renaissance Technologies, an estimated $511M sold.
Based on aggregated 13F filings for Q4 2023.