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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
BG
301
Bahl & Gaynor
Ohio
$8.29M +$664K +1 +9%
LA
302
LM Advisors
California
$7.6M – – –
CFG
303
Citizens Financial Group
Rhode Island
$7.6M -$12M -18 -62%
AA
304
Aire Advisors
California
$7.6M -$664K -1 -8%
PC
305
Pecaut & Co
Iowa
$7.6M -$664K -1 -8%
HNB
306
Huntington National Bank
Ohio
$7.6M – – –
Manulife (Manufacturers Life Insurance)
307
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.6M – – –
MA
308
Montag & Associates
Georgia
$7.6M – – –
NAMM
309
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.6M – – –
RWP
310
RWA Wealth Partners
Massachusetts
$7.6M – – –
SC
311
Schulhoff & Co
Ohio
$7.6M – – –
VWMG
312
Virginia Wealth Management Group
Virginia
$7.6M +$664K +1 +10%
AWA
313
Arkadios Wealth Advisors
Georgia
$7.6M +$5.31M +8 +267%
Point72 Asset Management
314
Point72 Asset Management
Connecticut
$7.6M +$5.31M +8 +267%
SCM
315
Sterling Capital Management
North Carolina
$7.6M +$7.3M +11 New
EFS
316
Essex Financial Services
Connecticut
$6.93M – – –
SC
317
Sierra Capital
Florida
$6.91M +$5.98M +9 +900%
CAM
318
Cidel Asset Management
Ontario, Canada
$6.91M -$6.48B -9,759 -100%
ACGA
319
Atlanta Consulting Group Advisors
Georgia
$6.91M -$7.97M -12 -55%
Osaic Holdings
320
Osaic Holdings
Arizona
$6.91M -$1.99M -3 -9%
AIM
321
Allen Investment Management
New York
$6.91M – – –
AL
322
Aspiriant LLC
California
$6.91M – – –
BIM
323
Barton Investment Management
Pennsylvania
$6.91M – – –
CIC
324
Carnegie Investment Counsel
Ohio
$6.91M – – –
CCWM
325
Cassaday & Co Wealth Management
Virginia
$6.91M – – –
11 12
13
14 15

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.