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Berkshire Hathaway Class A

1,030 hedge funds and large institutions have $64.3B invested in Berkshire Hathaway Class A in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 111 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 55

9% more capital invested

Capital invested by funds: $58.8B → $64.3B (+$5.49B)

7% more funds holding in top 10

Funds holding in top 10: 122131 (+9)

2.06% more ownership

Funds ownership: 20.4%22.46% (+2.1%)

1% less funds holding

Funds holding: 1,0361,030 (-6)

32% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 111

Holders
1,030
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
14.82%
Holding in Top 10
131
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.38%
% of All Funds
1.89%
New
62
Increased
76
Reduced
111
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$351M
GHC
27
Graham Holdings Company
Virginia
$268M
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$261M +$3.56M +6 +1%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$254M
State Street
30
State Street
Massachusetts
$240M +$34.4M +58 +18%
Fayez Sarofim & Co
31
Fayez Sarofim & Co
Texas
$237M -$2.38M -4 -1%
AH
32
Allen Holding
New York
$237M
PCM
33
Punch Card Management
Florida
$221M
HHAA
34
Henry H. Armstrong Associates
Pennsylvania
$210M -$1.19M -2 -0.6%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$206M +$4.75M +8 +3%
BIM
36
Bridges Investment Management
Nebraska
$197M -$10.7M -18 -5%
NAMM
37
NorthStar Asset Management (Massachusetts)
Massachusetts
$197M
Bank of New York Mellon
38
Bank of New York Mellon
New York
$196M +$7.72M +13 +4%
Northern Trust
39
Northern Trust
Illinois
$195M -$30.3M -51 -14%
IFLIT
40
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$190M
CH
41
Canton Hathaway
Rhode Island
$181M -$594K -1 -0.3%
Corient Private Wealth
42
Corient Private Wealth
Florida
$180M +$5.82B +9,804 +262%
UB
43
UMB Bank
Missouri
$168M -$176M -297 -53%
WM
44
WS Management
Florida
$166M
WT
45
Whittier Trust
California
$162M -$594K -1 -0.4%
BBHC
46
Brown Brothers Harriman & Co
New York
$159M -$1.78M -3 -1%
TAM
47
Timucuan Asset Management
Florida
$140M -$33.3M -56 -20%
WG
48
Winton Group
United Kingdom
$138M
RW
49
Rede Wealth
Virginia
$136M
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$134M +$74.2M +125 +145%

BRK.A Hedge Fund Activity: Q1 2024 in Review

1,030 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2024, worth a combined $64.3B — up 9.3% from $58.8B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BRK.A positions and 55 closed out — a net gain of 7 holders — while 76 added to existing stakes and 111 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $5.82B. The largest seller was First Manhattan, cutting an estimated $1.08B.

  • 1,030 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2024, down from 1,036 in Q4 2023.
  • Funds reported $64.3B of Berkshire Hathaway Class A stock for Q1 2024, up 9.3% quarter-over-quarter.
  • 62 funds opened new Berkshire Hathaway Class A positions in Q1 2024 and 55 closed out, a net change of +7 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2024 was Corient Private Wealth, an estimated $5.82B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2024 was First Manhattan, an estimated $1.08B sold.

Based on aggregated 13F filings for Q1 2024.