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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
CG
351
Caprock Group
Idaho
$5.51M +$1.23M +2 +29%
BCM
352
Beddow Capital Management
Wyoming
$5.51M – – –
DekaBank Deutsche Girozentrale
353
DekaBank Deutsche Girozentrale
Germany
$4.92M +$3.7M +6 +300%
SDIC
354
South Dakota Investment Council
South Dakota
$4.9M – – –
VHAM
355
Van Hulzen Asset Management
California
$4.9M – – –
Bank of Nova Scotia
356
Bank of Nova Scotia
Ontario, Canada
$4.9M -$1.23M -2 -20%
WTB
357
Washington Trust Bank
Washington
$4.9M -$1.23M -2 -20%
LI
358
Louisbourg Investments
New Brunswick, Canada
$4.9M -$616K -1 -11%
BMO
359
Beck Mack & Oliver
New York
$4.9M – – –
BFIM
360
Beese Fulmer Investment Management
Ohio
$4.9M – – –
BFS
361
Bradley Foster & Sargent
Connecticut
$4.9M – – –
CT
362
Caldwell Trust
Florida
$4.9M – – –
Chevy Chase Trust
363
Chevy Chase Trust
Maryland
$4.9M – – –
ET
364
Equitable Trust
Tennessee
$4.9M – – –
IPGDR
365
Investidor Profissional Gestao de Recursos
Brazil
$4.9M – – –
NHC
366
Nicholas Hoffman & Company
Georgia
$4.9M – – –
NG
367
Northstar Group
New York
$4.9M – – –
OFG
368
Oxford Financial Group
Indiana
$4.9M – – –
PSP
369
Principal Street Partners
Tennessee
$4.9M – – –
SMA
370
Sage Mountain Advisors
Georgia
$4.9M – – –
SN
371
Sittner & Nelson
Oregon
$4.9M – – –
SI
372
Stephens Inc
Arkansas
$4.9M – – –
PA
373
Parallel Advisors
California
$4.9M +$1.23M +2 +33%
SA
374
SpiderRock Advisors
Delaware
$4.9M +$2.47M +4 +100%
1WM
375
1900 Wealth Management
Texas
$4.9M +$4.93M +8 New
13 14
15
16 17

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.