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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
MIM
526
Manitou Investment Management
Ontario, Canada
$2.45M – – –
MRCM
527
M&R Capital Management
New Jersey
$2.45M – – –
MWA
528
Muirfield Wealth Advisors
North Carolina
$2.45M – – –
NAM
529
NorthCrest Asset Manangement
Minnesota
$2.45M – – –
NSIM
530
North Star Investment Management
Illinois
$2.45M – – –
PCM
531
Palisade Capital Management
New Jersey
$2.45M – – –
PCM
532
Parsons Capital Management
Rhode Island
$2.45M – – –
SCTC
533
Sanibel Captiva Trust Company
Florida
$2.45M – – –
SFA
534
Sequoia Financial Advisors
Ohio
$2.45M – – –
T2I
535
Turim 21 Investimentos
Brazil
$2.45M – – –
UCFA
536
United Capital Financial Advisors
Texas
$2.45M – – –
VWM
537
Venturi Wealth Management
Texas
$2.45M – – –
WIA
538
World Investment Advisors
California
$2.45M – – –
Dimensional Fund Advisors
539
Dimensional Fund Advisors
Texas
$2.45M +$616K +1 +33%
Millennium Management
540
Millennium Management
New York
$2.45M +$616K +1 +33%
CA
541
Clearstead Advisors
Ohio
$2.45M +$1.23M +2 +100%
SWM
542
Spire Wealth Management
Virginia
$2.45M +$1.23M +2 +100%
CPA
543
Court Place Advisors
Maryland
$2.45M +$1.85M +3 +300%
FPFS
544
First Personal Financial Services
North Carolina
$2.45M +$2.47M +4 New
FCM
545
Fogel Capital Management
Florida
$2.45M +$2.47M +4 New
EWA
546
EverSource Wealth Advisors
Alabama
$1.98M – – –
HC
547
Hoese & Co
Minnesota
$1.88M – – –
Janus Henderson Group
548
Janus Henderson Group
United Kingdom
$1.84M -$6.16M -10 -77%
AAMC
549
Asset Allocation & Management Company
Illinois
$1.84M – – –
BCAM
550
Boston Common Asset Management
Massachusetts
$1.84M – – –
20 21
22
23 24

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.