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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$621M |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$214M |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$165M |
| 4 |
VCP
Vista Capital Partners
Portland,
Oregon
|
+$123M |
| 5 |
First Manhattan
New York
|
+$113M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
CPA Asset Management
West Palm Beach,
Florida
|
-$846M |
| 2 |
Renaissance Technologies
New York
|
-$511M |
| 3 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
-$264M |
| 4 |
HWM
HFR Wealth Management
Niskayuna,
New York
|
-$159M |
| 5 |
CHP
Cable Hill Partners
Portland,
Oregon
|
-$87.2M |
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.