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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
TIA
276
Traphagen Investment Advisors
New Jersey
$9.68M – – –
VFA
277
Valeo Financial Advisors
Indiana
$9.68M – – –
ST
278
Spinnaker Trust
Maine
$9.68M +$664K +1 +8%
SC
279
Scotia Capital
Ontario, Canada
$9.68M -$664K -1 -7%
BEAM
280
Baker Ellis Asset Management
Washington
$8.99M – – –
BCWM
281
Bartlett & Co Wealth Management
Ohio
$8.99M – – –
CWC
282
Carolinas Wealth Consulting
North Carolina
$8.99M – – –
CTC
283
Central Trust Company
Missouri
$8.99M – – –
DDC
284
DF Dent & Co
Maryland
$8.99M – – –
GAM
285
Griffin Asset Management
New York
$8.99M – – –
SWA
286
Strata Wealth Advisors
Texas
$8.99M – – –
WCM
287
Weik Capital Management
Pennsylvania
$8.99M – – –
EWM
288
Evercore Wealth Management
New York
$8.99M +$664K +1 +8%
ISL
289
Ingalls & Snyder LLC
New York
$8.98M – – –
PCI
290
Pacifica Capital Investments
Texas
$8.98M – – –
LFM
291
LGT Fund Management
Liechtenstein
$8.9M – – –
AWM
292
Apollon Wealth Management
South Carolina
$8.29M – – –
CPSAC
293
Chas P. Smith & Associates (CPS)
Florida
$8.29M – – –
CCM
294
Compass Capital Management
Minnesota
$8.29M – – –
CPIA
295
Cornell Pochily Investment Advisors
New York
$8.29M – – –
FMTC
296
Farmers & Merchants Trust Company
California
$8.29M – – –
KP
297
Keel Point
Alabama
$8.29M – – –
MJP
298
Michael J. Puzo
$8.29M – – –
PCGDR
299
Pangea Capital Gestao de Recursos
$8.29M – – –
PSFG
300
Prairie Sky Financial Group
Illinois
$8.29M – – –
10 11
12
13 14

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.