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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
SIM
251
Sterling Investment Management
Arizona
$10.2M +$1.19M +2 +14%
TWC
252
TD Waterhouse Canada
Ontario, Canada
$10.1M +$9.5M +16 New
Amundi
253
Amundi
France
$9.67M +$594K +1 +7%
CIBC World Market
254
CIBC World Market
Ontario, Canada
$9.52M – – –
CB
255
Commerce Bank
Missouri
$9.52M -$1.19M -2 -12%
BFS
256
Bard Financial Services
Connecticut
$9.52M – – –
CAM
257
Carret Asset Management
New York
$9.52M – – –
CCP
258
Clough Capital Partners
Massachusetts
$9.52M – – –
FC
259
Fiduciary Counselling
Minnesota
$9.52M – – –
GLLW
260
Graves Light Lenhart Wealth
Virginia
$9.52M – – –
LI
261
LMCG Investments
Massachusetts
$9.52M – – –
PAG
262
Private Advisor Group
New Jersey
$9.52M – – –
RPC
263
Rossmore Private Capital
Connecticut
$9.52M – – –
WCM
264
Wallace Capital Management
Texas
$9.52M – – –
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$9.52M +$2.97M +5 +50%
GFPC
266
Global Financial Private Client
Florida
$9.51M – – –
Aviva
267
Aviva
United Kingdom
$8.88M – – –
CTC
268
Central Trust Company
Missouri
$8.88M – – –
KJHP
269
K.J. Harrison & Partners
Ontario, Canada
$8.88M – – –
MKA
270
M. Kulyk & Associates
Georgia
$8.88M – – –
SWA
271
Strata Wealth Advisors
Texas
$8.88M – – –
TIA
272
Traphagen Investment Advisors
New Jersey
$8.88M – – –
YAM
273
Yacktman Asset Management
Texas
$8.88M – – –
BBA
274
Baader Bank Aktiengesellschaft
Germany
$8.88M +$6.53M +11 +367%
VFA
275
Valeo Financial Advisors
Indiana
$8.59M – – –
9 10
11
12 13

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.