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Berkshire Hathaway Class A
BRK.A

1,037 hedge funds and large institutions have $71.8B invested in Berkshire Hathaway Class A in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 84 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

124.03% more ownership

Funds ownership: 22.83% → 146.87% (+124%)

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

13% more capital invested

Capital invested by funds: $63.3B → $71.8B (+$8.44B)

2% more funds holding in top 10

Funds holding in top 10: 122 → 125 (+3)

1% more funds holding

Funds holding: 1,031 → 1,037 (+6)

32% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 123

Holders
1,037
Holders Change
+6
Holders Change %
+0.58%
% of All Funds
14.88%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
1.79%
New
50
Increased
84
Reduced
123
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$459B
2
Corient Private Wealth
Corient Private Wealth
Florida
+$5.94B
3
ECM
English Capital Management
Michigan
+$2.31B
4
Norges Bank
Norges Bank
Norway
+$1.07B
5
CAM
CPA Asset Management
Florida
+$1.05B

Top Sellers

Rank Fund Capital Flow
1
CAM
Cidel Asset Management
Ontario, Canada
-$6.48B
2
WAOI
Wealth Advisors of Iowa
Iowa
-$2.37B
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$468M
4
BIM
Baldwin Investment Management
Pennsylvania
-$342M
5
First Manhattan
First Manhattan
New York
-$206M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
226
National Philanthropic Trust
Pennsylvania
$13.1M – – –
PK
227
Pflug Koory
Nebraska
$13.1M +$1.26B +1,900 New
T. Rowe Price Associates
228
T. Rowe Price Associates
Maryland
$12.4M – – –
PAG
229
Private Advisor Group
New Jersey
$12.4M -$1.99M -3 -14%
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$12.4M -$664K -1 -5%
Citigroup
231
Citigroup
New York
$12.4M – – –
GT
232
Greenleaf Trust
Michigan
$12.4M – – –
HCM
233
Howland Capital Management
Massachusetts
$12.4M – – –
SQA
234
Simon Quick Advisors
New Jersey
$12.4M – – –
CB
235
Commerce Bank
Missouri
$12.4M +$664K +1 +6%
WWM
236
Western Wealth Management
Colorado
$12.4M +$12M +18 New
HF
237
HRT Financial
New York
$12.4M -$12.6M -19 -51%
AAM
238
AR Asset Management
California
$12.4M – – –
SG Americas Securities
239
SG Americas Securities
New York
$12.4M +$9.96M +15 +500%
AMCA
240
Arthur M. Cohen & Associates
Illinois
$12.3M – – –
Amundi
241
Amundi
France
$12.2M +$1.99M +3 +20%
Kovitz Investment Group Partners
242
Kovitz Investment Group Partners
Illinois
$11.8M +$19.3M +29 +171%
AFIA
243
America First Investment Advisors
Nebraska
$11.8M -$664K -1 -6%
Deutsche Bank
244
Deutsche Bank
Germany
$11.8M – – –
FCI
245
Financial Counselors Inc
Kansas
$11.8M – – –
KFGK
246
Keystone Financial Group (Kentucky)
Kentucky
$11.8M – – –
Luther King Capital Management (LKCM)
247
Luther King Capital Management (LKCM)
Texas
$11.8M – – –
MWM
248
Modera Wealth Management
New Jersey
$11.8M – – –
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$11.8M – – –
RG
250
Rathbones Group
United Kingdom
$11.8M +$664K +1 +6%
8 9
10
11 12

BRK.A Hedge Fund Activity: Q3 2024 in Review

1,037 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2024, worth a combined $71.8B — up 13% from $63.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BRK.A positions and 33 closed out — a net gain of 17 holders — while 84 added to existing stakes and 123 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $459B. The largest seller was Cidel Asset Management, cutting an estimated $6.48B.

  • 1,037 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2024, up from 1,031 in Q2 2024.
  • Funds reported $71.8B of Berkshire Hathaway Class A stock for Q3 2024, up 13% quarter-over-quarter.
  • 50 funds opened new Berkshire Hathaway Class A positions in Q3 2024 and 33 closed out, a net change of +17 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2024 was International Assets Investment Management, an estimated $459B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2024 was Cidel Asset Management, an estimated $6.48B sold.

Based on aggregated 13F filings for Q3 2024.