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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
WCM
726
WealthBridge Capital Management
Ohio
$1.22M – – –
WAP
727
Wealthcare Advisory Partners
Pennsylvania
$1.22M – – –
WQ
728
Wealth Quarterback
New Jersey
$1.22M – – –
WSCM
729
Wellington Shields Capital Management
New York
$1.22M – – –
WA1
730
Wimmer Associates 1
California
$1.22M – – –
WAG
731
Wiser Advisor Group
Arizona
$1.22M – – –
WWP
732
WR Wealth Planners
Missouri
$1.22M – – –
AssetMark Inc
733
AssetMark Inc
California
$1.22M +$616K +1 +100%
CIAS
734
Capital Investment Advisory Services
North Carolina
$1.22M +$616K +1 +100%
CCM
735
Cohen Capital Management
California
$1.22M +$616K +1 +100%
FA
736
Fiducient Advisors
Illinois
$1.22M +$616K +1 +100%
GLA
737
Great Lakes Advisors
Illinois
$1.22M +$616K +1 +100%
LC
738
Lindbrook Capital
California
$1.22M +$616K +1 +100%
SIA
739
Schechter Investment Advisors
Michigan
$1.22M +$616K +1 +100%
BRWA
740
B. Riley Wealth Advisors
Florida
$1.22M +$1.23M +2 New
BHBT
741
Burke & Herbert Bank & Trust
Virginia
$1.22M +$1.23M +2 New
HI
742
Human Investing
Oregon
$1.22M +$1.23M +2 New
ICP
743
Interchange Capital Partners
Pennsylvania
$1.22M +$1.23M +2 New
MWM
744
Merriman Wealth Management
Washington
$1.22M +$1.23M +2 New
NPT
745
Nixon Peabody Trust
Massachusetts
$1.22M +$1.23M +2 New
SGWM
746
Sterling Group Wealth Management
California
$1.22M +$1.23M +2 New
DPI
747
Diversified Portfolios Inc
Michigan
$1.22M +$123M +200 New
NRS
748
Neville Rodie & Shaw
New York
$1.22M -$6.16M -10 -83%
BG
749
Bollard Group
Massachusetts
$1.22M – – –
HFM
750
Harvest Fund Management
China
$1.22M – – –
28 29
30
31 32

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.