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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
KCM
676
Kaye Capital Management
California
$1.22M – – –
KTA
677
Keeley-Teton Advisors
Illinois
$1.22M – – –
KLI
678
Kelman-Lazarov Inc
Tennessee
$1.22M – – –
KFI
679
Key Financial Inc
Pennsylvania
$1.22M – – –
KFP
680
KMG Fiduciary Partners
Ohio
$1.22M – – –
LIM
681
Lagoda Investment Management
New York
$1.22M – – –
LWMI
682
Landmark Wealth Management (Illinois)
Illinois
$1.22M – – –
MCM
683
Manchester Capital Management
Vermont
$1.22M – – –
MIH
684
Meitav Investment House
Israel
$1.22M – – –
Nomura Asset Management
685
Nomura Asset Management
Japan
$1.22M – – –
NFP
686
NorthLanding Financial Partners
New York
$1.22M – – –
NIC
687
Northwest Investment Counselors
Oregon
$1.22M – – –
OC
688
Oarsman Capital
Wisconsin
$1.22M – – –
OFW
689
Omnia Family Wealth
Florida
$1.22M – – –
PIM
690
Parker Investment Management
California
$1.22M – – –
PIM
691
Penobscot Investment Management
Massachusetts
$1.22M – – –
PC
692
Permit Capital
Pennsylvania
$1.22M – – –
PA
693
Pinnacle Associates
New York
$1.22M – – –
PGA
694
Portland Global Advisors
Maine
$1.22M – – –
PPWP
695
Premier Path Wealth Partners
New Jersey
$1.22M – – –
PMG
696
ProVise Management Group
Florida
$1.22M – – –
QC
697
Quent Capital
New York
$1.22M – – –
RA
698
Rational Advisors
New York
$1.22M – – –
RPWA
699
Regent Peak Wealth Advisors
Georgia
$1.22M – – –
RW
700
Regimen Wealth
Georgia
$1.22M – – –
26 27
28
29 30

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.