We are live on ! Find out more
BRK.A icon

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
AI
451
Atria Investments
North Carolina
$3.06M – – –
BDFN
452
Bond & Devick Financial Network
Minnesota
$3.06M – – –
CFM
453
Capricorn Fund Managers
United Kingdom
$3.06M – – –
CIM
454
Confluence Investment Management
Missouri
$3.06M – – –
Creative Planning
455
Creative Planning
Kansas
$3.06M – – –
Fiera Capital (Canada)
456
Fiera Capital (Canada)
Quebec, Canada
$3.06M – – –
FIB
457
First Interstate Bank
Montana
$3.06M – – –
FNBTCON
458
First National Bank & Trust Co of Newtown
Pennsylvania
$3.06M – – –
FDCP
459
Foster Dykema Cabot & Partners
Massachusetts
$3.06M – – –
FRM
460
Foundation Resource Management
Arkansas
$3.06M – – –
GC
461
Gratus Capital
Georgia
$3.06M – – –
HBT
462
Hills Bank & Trust
Iowa
$3.06M – – –
HNB
463
Hilltop National Bank
Wyoming
$3.06M – – –
JCM
464
Jacobi Capital Management
Pennsylvania
$3.06M – – –
MCWS
465
McKinley Carter Wealth Services
West Virginia
$3.06M – – –
NCM
466
Narwhal Capital Management
Georgia
$3.06M – – –
NB
467
NBT Bank
New York
$3.06M – – –
OCM
468
Osterweis Capital Management
California
$3.06M – – –
PRA
469
Pine Ridge Advisers
New York
$3.06M – – –
PWLP
470
Prio Wealth Limited Partnership
Massachusetts
$3.06M – – –
RC
471
RBO & Co
California
$3.06M – – –
RIA
472
Realta Investment Advisors
Delaware
$3.06M – – –
SDWIA
473
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.06M – – –
TCWM
474
Total Clarity Wealth Management
Illinois
$3.06M – – –
VFIC
475
Valley Forge Investment Consultants
Pennsylvania
$3.06M – – –
17 18
19
20 21

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.