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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
OWP
376
Obermeyer Wealth Partners
Colorado
$4.7M – – –
HAG
377
HighPoint Advisor Group
Illinois
$4.63M – – –
BWP
378
Barlow Wealth Partners
Kentucky
$4.55M – – –
GCP
379
GSA Capital Partners
United Kingdom
$4.29M +$3.7M +6 +600%
MHS
380
M Holdings Securities
Oregon
$4.29M +$4.32M +7 New
RSWM
381
Robertson Stephens Wealth Management
California
$4.29M -$122M -198 -97%
SIM
382
Sterling Investment Management
Arizona
$4.29M -$5.55M -9 -56%
AAS
383
Avantax Advisory Services
Texas
$4.29M -$616K -1 -13%
SA
384
SRH Advisors
Kansas
$4.29M -$616K -1 -13%
BFA
385
Bragg Financial Advisors
North Carolina
$4.29M – – –
DCM
386
Dimension Capital Management
Florida
$4.29M – – –
DW
387
Durante & Waters
New York
$4.29M – – –
GC
388
Giverny Capital
Quebec, Canada
$4.29M – – –
IB
389
Intrust Bank
Kansas
$4.29M – – –
ISB
390
Iowa State Bank
Iowa
$4.29M – – –
KS
391
Karpas Strategies
Connecticut
$4.29M – – –
MCM
392
MAI Capital Management
Ohio
$4.29M – – –
MSR
393
Main Street Research
Connecticut
$4.29M – – –
MAA
394
Mraz Amerine & Associates
California
$4.29M – – –
ONB
395
Old National Bancorp
Indiana
$4.29M – – –
OC
396
Oppenheimer & Co
New York
$4.29M – – –
PL
397
Parthenon LLC
Kentucky
$4.29M – – –
PWP
398
Principle Wealth Partners
Connecticut
$4.29M – – –
SNBOSCI
399
Security National Bank of Sioux City Iowa
Iowa
$4.29M – – –
SWA
400
SOA Wealth Advisors
New York
$4.29M – – –
14 15
16
17 18

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.