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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
LRIC
751
Long Road Investment Counsel
Michigan
$1.22M – – –
TSS
752
Thomas Story & Son
Indiana
$1.22M – – –
LDB
753
Lee, Danner & Bass
Tennessee
$1.22M +$1.23M +2 New
MML Investors Services
754
MML Investors Services
Massachusetts
$1.22M +$1.23M +2 New
BIG
755
Boothe Investment Group
Delaware
$1.22M – – –
FFA
756
Farther Finance Advisors
California
$1.22M – – –
HCA
757
Harbour Capital Advisors
Virginia
$1.22M – – –
TFA
758
Tranquilli Financial Advisor
New Jersey
$1.22M – – –
IFO
759
Independent Family Office
New York
$1.22M -$616K -1 -33%
FG
760
Fiduciary Group
Georgia
$1.14M – – –
BWIA
761
Bryant Woods Investment Advisors
New York
$1.06M – – –
EWM
762
Evergreen Wealth Management
Michigan
$1.03M – – –
BCM
763
Brookstone Capital Management
Illinois
$671K – – –
FFN
764
Focus Financial Network
Minnesota
$671K – – –
PCA
765
Pallas Capital Advisors
Massachusetts
$663K – – –
FWI
766
Facet Wealth Inc
Maryland
$662K – – –
IWA
767
Icon Wealth Advisors
Texas
$659K – – –
HFS
768
HBC Financial Services
Washington
$658K – – –
AWM
769
Accurate Wealth Management
Florida
$653K +$616K +1 New
IWM
770
IHT Wealth Management
Illinois
$648K -$616K -1 -50%
FCP
771
Fidelis Capital Partners
Florida
$641K – – –
IIC
772
Integrated Investment Consultants
Michigan
$634K – – –
KA
773
Kercheville Advisors
Texas
$634K – – –
MAM
774
McLean Asset Management
Virginia
$623K – – –
TCM
775
Tandem Capital Management
New Jersey
$619K – – –
29 30
31
32 33

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.