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Berkshire Hathaway Class A
BRK.A

1,030 hedge funds and large institutions have $64.3B invested in Berkshire Hathaway Class A in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 111 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 55

9% more capital invested

Capital invested by funds: $58.8B → $64.3B (+$5.49B)

7% more funds holding in top 10

Funds holding in top 10: 122 → 131 (+9)

2.06% more ownership

Funds ownership: 20.4% → 22.46% (+2.1%)

1% less funds holding

Funds holding: 1,036 → 1,030 (-6)

32% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 111

Holders
1,030
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
14.82%
Holding in Top 10
131
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.38%
% of All Funds
1.89%
New
62
Increased
76
Reduced
111
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$5.82B
2
VCP
Vista Capital Partners
Oregon
+$757M
3
Norges Bank
Norges Bank
Norway
+$426M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$382M
5
HIG
Heritage Investment Group
Florida
+$238M

Top Sellers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
-$1.08B
2
Morgan Stanley
Morgan Stanley
New York
-$711M
3
Swedbank
Swedbank
Sweden
-$505M
4
UB
UMB Bank
Missouri
-$176M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$169M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$12.1M +$594K +1 +6%
ACGA
227
Atlanta Consulting Group Advisors
Georgia
$12.1M +$11.3M +19 New
NPT
228
National Philanthropic Trust
Pennsylvania
$12.1M +$11.3M +19 New
AAM
229
AR Asset Management
California
$11.4M – – –
T. Rowe Price Associates
230
T. Rowe Price Associates
Maryland
$11.4M – – –
CAM
231
Cresset Asset Management
Illinois
$11.4M -$22M -37 -67%
AFIA
232
America First Investment Advisors
Nebraska
$11.4M -$2.38M -4 -18%
BSW
233
Buckingham Strategic Wealth
Missouri
$11.4M -$594K -1 -5%
Citigroup
234
Citigroup
New York
$11.4M -$594K -1 -5%
VC
235
Vicus Capital
Pennsylvania
$11.4M -$594K -1 -5%
AMCA
236
Arthur M. Cohen & Associates
Illinois
$11.4M – – –
Connor, Clark & Lunn Investment Management (CC&L)
237
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.4M – – –
Deutsche Bank
238
Deutsche Bank
Germany
$11.4M – – –
GT
239
Greenleaf Trust
Michigan
$11.4M – – –
HCM
240
Howland Capital Management
Massachusetts
$11.4M – – –
SQA
241
Simon Quick Advisors
New Jersey
$11.4M – – –
FNA
242
First National Advisers
Nebraska
$10.8M – – –
GD
243
Grandfield & Dodd
New York
$10.8M – – –
KFGK
244
Keystone Financial Group (Kentucky)
Kentucky
$10.8M – – –
Luther King Capital Management (LKCM)
245
Luther King Capital Management (LKCM)
Texas
$10.8M – – –
MWM
246
Modera Wealth Management
New Jersey
$10.8M – – –
ALC
247
Alexander Labrunerie & Co
Missouri
$10.8M +$1.01B +1,700 New
CWM
248
Cahill Wealth Management
Michigan
$10.4M +$10.1M +17 New
RG
249
Rathbones Group
United Kingdom
$10.2M -$2.38M -4 -20%
CAM
250
CPA Asset Management
Florida
$10.2M – – –
8 9
10
11 12

BRK.A Hedge Fund Activity: Q1 2024 in Review

1,030 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2024, worth a combined $64.3B — up 9.3% from $58.8B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BRK.A positions and 55 closed out — a net gain of 7 holders — while 76 added to existing stakes and 111 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $5.82B. The largest seller was First Manhattan, cutting an estimated $1.08B.

  • 1,030 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2024, down from 1,036 in Q4 2023.
  • Funds reported $64.3B of Berkshire Hathaway Class A stock for Q1 2024, up 9.3% quarter-over-quarter.
  • 62 funds opened new Berkshire Hathaway Class A positions in Q1 2024 and 55 closed out, a net change of +7 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2024 was Corient Private Wealth, an estimated $5.82B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2024 was First Manhattan, an estimated $1.08B sold.

Based on aggregated 13F filings for Q1 2024.