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Berkshire Hathaway Class A
BRK.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: 122 → 131 (+9)

2.06% more ownership

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

1% less funds holding

Funds holding: 1,036 → 1,030 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$5.82B
2
VCP
Vista Capital Partners
Oregon
+$757M
3
Norges Bank
Norges Bank
Norway
+$426M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$382M
5
HIG
Heritage Investment Group
Florida
+$238M

Top Sellers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
-$1.08B
2
Morgan Stanley
Morgan Stanley
New York
-$711M
3
Swedbank
Swedbank
Sweden
-$505M
4
UB
UMB Bank
Missouri
-$176M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$169M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$122M +$24.3M +41 +27%
UBS AM
52
UBS AM
Illinois
$120M -$9.5M -16 -8%
Brown Advisory
53
Brown Advisory
Maryland
$117M -$12.5M -21 -10%
American Century Companies
54
American Century Companies
Missouri
$114M – – –
Goldman Sachs
55
Goldman Sachs
New York
$113M +$5.94M +10 +6%
VAM
56
Vontobel Asset Management
New York
$111M -$64.7M -109 -40%
DZ Bank
57
DZ Bank
Germany
$111M -$24.3M -41 -19%
NA
58
Nordwand Advisors
Pennsylvania
$109M -$57.6M -97 -36%
BAM
59
Burgundy Asset Management
Ontario, Canada
$103M -$594K -1 -0.6%
GF
60
Gabelli Funds
New York
$103M -$594K -1 -0.6%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$102M – – –
AOI
62
Auto-Owners Insurance
Michigan
$99M – – –
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$98.9M -$2.97M -5 -3%
MCM
64
Mill Capital Management
North Carolina
$98.3M -$1.19M -2 -1%
Wells Fargo
65
Wells Fargo
California
$95.7M -$5.94M -10 -6%
JP Morgan Chase
66
JP Morgan Chase
New York
$95.2M +$594K +1 +0.7%
RCG
67
Ruane, Cunniff & Goldfarb
New York
$94.5M -$11.3M -19 -11%
CI Investments Inc
68
CI Investments Inc
Ontario, Canada
$86.9M +$594K +1 +0.7%
RJA
69
Raymond James & Associates
Florida
$86.3M -$1.78M -3 -2%
PB
70
Pinnacle Bancorp
Nebraska
$86.3M +$594K +1 +0.7%
Royal London Asset Management
71
Royal London Asset Management
United Kingdom
$85.6M -$2.97M -5 -4%
Stifel Financial
72
Stifel Financial
Missouri
$84.4M – – –
UBS Group
73
UBS Group
Switzerland
$84.4M – – –
Neuberger Berman Group
74
Neuberger Berman Group
New York
$83.1M – – –
VLKIM
75
Van Lanschot Kempen Investment Management
Netherlands
$82.5M -$5.34M -9 -6%
1 2
3
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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.