We are live on ! Find out more
BRK.A icon

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
CWM
826
Concentric Wealth Management
California
$612K – – –
CWP
827
Concord Wealth Partners
Virginia
$612K – – –
CPC
828
Congress Park Capital
New York
$612K – – –
CA
829
Continuum Advisory
Idaho
$612K – – –
CC
830
Copperleaf Capital
North Carolina
$612K – – –
CBT
831
CoreFirst Bank & Trust
Kansas
$612K – – –
CWM
832
Cornerstone Wealth Management
Missouri
$612K – – –
CAM
833
Councilmark Asset Management
Tennessee
$612K – – –
CC
834
Courier Capital
New York
$612K – – –
CAM
835
Cozad Asset Management
Illinois
$612K – – –
CWM
836
Cranbrook Wealth Management
Michigan
$612K – – –
CGA
837
Crescent Grove Advisors
Illinois
$612K – – –
CAG
838
Csenge Advisory Group
Florida
$612K – – –
CRC
839
Curi RMB Capital
Illinois
$612K – – –
CCB
840
Cutter & Co Brokerage
Missouri
$612K – – –
CI
841
CX Institutional
Indiana
$612K – – –
CCG
842
Cypress Capital Group
Florida
$612K – – –
CCMW
843
Cypress Capital Management (Wyoming)
Wyoming
$612K – – –
DWM
844
Dakota Wealth Management
Florida
$612K – – –
DBRC
845
D.B. Root & Company
Pennsylvania
$612K – – –
DJSG
846
D.J. St. Germain
Massachusetts
$612K – – –
DCM
847
Donaldson Capital Management
Indiana
$612K – – –
DWT
848
Dorsey & Whitney Trust
South Dakota
$612K – – –
ELC
849
Edgar Lomax Company
Virginia
$612K – – –
EWA
850
Encompass Wealth Advisors
Oregon
$612K – – –
32 33
34
35 36

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.