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Berkshire Hathaway Class A
BRK.A

1,030 hedge funds and large institutions have $63.3B invested in Berkshire Hathaway Class A in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 92 increasing their positions, 133 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

0.37% more ownership

Funds ownership: 22.28% → 22.65% (+0.37%)

0% more funds holding

Funds holding: 1,029 → 1,030 (+1)

1% less capital invested

Capital invested by funds: $64.3B → $63.3B (-$948M)

7% less funds holding in top 10

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

31% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 133

Holders
1,030
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
14.88%
Holding in Top 10
122
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.87%
% of All Funds
1.76%
New
47
Increased
92
Reduced
133
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Cidel Asset Management
Ontario, Canada
+$6.02B
2
WAOI
Wealth Advisors of Iowa
Iowa
+$2.2B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
4
VCP
Vista Capital Partners
Oregon
+$745M
5
Norges Bank
Norges Bank
Norway
+$727M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.26B
2
First Manhattan
First Manhattan
New York
-$193M
3
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
-$185M
4
HWM
HFR Wealth Management
New York
-$183M
5
RW
Rede Wealth
Virginia
-$136M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
226
Center for Financial Planning
Michigan
$11.6M – – –
NPT
227
National Philanthropic Trust
Pennsylvania
$11.6M – – –
T. Rowe Price Associates
228
T. Rowe Price Associates
Maryland
$11M – – –
AFIA
229
America First Investment Advisors
Nebraska
$11M – – –
AMCA
230
Arthur M. Cohen & Associates
Illinois
$11M – – –
Citigroup
231
Citigroup
New York
$11M – – –
Connor, Clark & Lunn Investment Management (CC&L)
232
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11M – – –
GT
233
Greenleaf Trust
Michigan
$11M – – –
HCM
234
Howland Capital Management
Massachusetts
$11M – – –
SQA
235
Simon Quick Advisors
New Jersey
$11M – – –
AAM
236
AR Asset Management
California
$11M – – –
Russell Investments Group
237
Russell Investments Group
United Kingdom
$10.4M +$3.7M +6 +55%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$10.4M -$1.23M -2 -11%
BSW
239
Buckingham Strategic Wealth
Missouri
$10.4M -$616K -1 -6%
Deutsche Bank
240
Deutsche Bank
Germany
$10.4M -$616K -1 -6%
GD
241
Grandfield & Dodd
New York
$10.4M – – –
KFGK
242
Keystone Financial Group (Kentucky)
Kentucky
$10.4M – – –
Luther King Capital Management (LKCM)
243
Luther King Capital Management (LKCM)
Texas
$10.4M – – –
MWM
244
Modera Wealth Management
New Jersey
$10.4M – – –
CB
245
Commerce Bank
Missouri
$10.4M +$1.23M +2 +13%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$10.4M +$3.08M +5 +42%
FCI
247
Financial Counselors Inc
Kansas
$10.4M +$4.32M +7 +70%
Citadel Advisors
248
Citadel Advisors
Florida
$10.4M +$7.4M +12 +240%
WF
249
WoodTrust Financial
Wisconsin
$10.4M – – –
CAM
250
Cidel Asset Management
Ontario, Canada
$10.1M +$6.02B +9,759 +97,590%
8 9
10
11 12

BRK.A Hedge Fund Activity: Q2 2024 in Review

1,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2024, worth a combined $63.3B — down 1.5% from $64.3B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BRK.A positions and 31 closed out — a net gain of 16 holders — while 92 added to existing stakes and 133 trimmed.

The largest buyer was Cidel Asset Management, adding an estimated $6.02B. The largest seller was Corient Private Wealth, cutting an estimated $8.26B.

  • 1,030 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2024, up from 1,029 in Q1 2024.
  • Funds reported $63.3B of Berkshire Hathaway Class A stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 47 funds opened new Berkshire Hathaway Class A positions in Q2 2024 and 31 closed out, a net change of +16 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2024 was Cidel Asset Management, an estimated $6.02B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2024 was Corient Private Wealth, an estimated $8.26B sold.

Based on aggregated 13F filings for Q2 2024.