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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
MPI
426
Mairs & Power Inc
Minnesota
$3.67M – – –
MMHP
427
Murphy Middleton Hinkle & Parker
Georgia
$3.67M – – –
NCM
428
Northside Capital Management
Oregon
$3.67M – – –
PFS
429
Prospera Financial Services
Texas
$3.67M – – –
RCM
430
RMR Capital Management
California
$3.67M – – –
RGC
431
Roberts, Glore & Co
Illinois
$3.67M – – –
SBWIC
432
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.67M – – –
SAM
433
Summit Asset Management
Tennessee
$3.67M – – –
WHG
434
Westwood Holdings Group
Texas
$3.67M – – –
GIA
435
Gladstone Institutional Advisory
Florida
$3.67M +$1.23M +2 +50%
SSA
436
Schonfeld Strategic Advisors
New York
$3.67M +$1.23M +2 +50%
DWP
437
Daymark Wealth Partners
Ohio
$3.67M +$1.85M +3 +100%
CPA
438
Cardiff Park Advisors
California
$3.67M +$305M +495 +8,250%
BMC
439
Beaton Management Company
Massachusetts
$3.67M – – –
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$3.67M – – –
Thrivent Financial for Lutherans
441
Thrivent Financial for Lutherans
Minnesota
$3.67M +$3.7M +6 New
National Bank of Canada
442
National Bank of Canada
Quebec, Canada
$3.65M – – –
LWCFA
443
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.3M – – –
MA
444
Mutual Advisors
Nebraska
$3.29M – – –
WAOI
445
Wealth Advisors of Iowa
Iowa
$3.29M +$2.2B +3,567 +118,900%
WM
446
Whitford Management
New York
$3.06M -$3.08M -5 -50%
USCWA
447
U.S. Capital Wealth Advisors
Texas
$3.06M -$1.85M -3 -38%
ACM
448
Absolute Capital Management
Pennsylvania
$3.06M – – –
ANBT
449
American National Bank & Trust
Texas
$3.06M – – –
AWA
450
Amplius Wealth Advisors
Pennsylvania
$3.06M – – –
16 17
18
19 20

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.