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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
Edgewood Management
576
Edgewood Management
Connecticut
$1.84M – – –
EDRIA
577
Edmonds Duncan Registered Investment Advisors
Kansas
$1.84M – – –
EAM
578
Erste Asset Management
Austria
$1.84M – – –
EB
579
Exchange Bank
California
$1.84M – – –
FWP
580
FAS Wealth Partners
Kansas
$1.84M – – –
Flossbach Von Storch
581
Flossbach Von Storch
Germany
$1.84M – – –
FAG
582
Fortitude Advisory Group
Washington
$1.84M – – –
FSA
583
Fort Sheridan Advisors
Illinois
$1.84M – – –
FCM
584
Fourpath Capital Management
Oklahoma
$1.84M – – –
GFP
585
Gryphon Financial Partners
Ohio
$1.84M – – –
HWMG
586
Hurlow Wealth Management Group
Indiana
$1.84M – – –
JIC
587
Johnson Investment Counsel
Ohio
$1.84M – – –
Kayne Anderson Rudnick Investment Management
588
Kayne Anderson Rudnick Investment Management
California
$1.84M – – –
KIA
589
Knollwood Investment Advisory
Maryland
$1.84M – – –
LAM
590
Lewis Asset Management
California
$1.84M – – –
MWM
591
Maltin Wealth Management
New Jersey
$1.84M – – –
MPW
592
Melone Private Wealth
Michigan
$1.84M – – –
MC
593
Middleton & Co
Massachusetts
$1.84M – – –
MCM
594
MV Capital Management
Maryland
$1.84M – – –
PFBT
595
Parkside Financial Bank & Trust
Missouri
$1.84M – – –
PMFA
596
Plante Moran Financial Advisors
Michigan
$1.84M – – –
Prudential Financial
597
Prudential Financial
New Jersey
$1.84M – – –
SLA
598
Silver Lake Advisory
Utah
$1.84M – – –
SWP
599
Stratos Wealth Partners
Ohio
$1.84M – – –
SF
600
Synovus Financial
Georgia
$1.84M – – –
22 23
24
25 26

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.