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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
KA
876
Klingman & Associates
New York
$634K – – –
LNWWM
877
Laird Norton Wetherby Wealth Management
California
$634K – – –
LSPW
878
Lake Street Private Wealth
Illinois
$634K – – –
LWA
879
Lantern Wealth Advisors
New York
$634K – – –
LNB
880
Ledyard National Bank
$634K – – –
LAI
881
Legal Advantage Investments
California
$634K – – –
LGF
882
LGT Group Foundation
Liechtenstein
$634K – – –
LC
883
Lindbrook Capital
California
$634K – – –
LSWM
884
Lorne Steinberg Wealth Management
Canada
$634K – – –
Los Angeles Capital Management
885
Los Angeles Capital Management
California
$634K – – –
LBC
886
Lowe Brockenbrough & Co
Virginia
$634K – – –
MFS
887
Madrona Financial Services
Washington
$634K – – –
MPWT
888
MassMutual Private Wealth & Trust
Connecticut
$634K – – –
MPCG
889
Matrix Private Capital Group
New York
$634K – – –
MFA
890
Mayflower Financial Advisors
Massachusetts
$634K – – –
ME
891
McIlrath & Eck
Washington
$634K – – –
MIC
892
Means Investment Company
Maine
$634K – – –
MAS
893
Meeder Advisory Services
Ohio
$634K – – –
MSK
894
Melissa S. Kampmann
$634K – – –
MOS
895
MGO One Seven
Ohio
$634K – – –
MAM
896
Milestone Asset Management
Pennsylvania
$634K – – –
MMA
897
Miracle Mile Advisors
California
$634K – – –
Mitsubishi UFJ Trust & Banking
898
Mitsubishi UFJ Trust & Banking
Japan
$634K – – –
MAM
899
MMA Asset Management
Pennsylvania
$634K – – –
MWA
900
MN Wealth Advisors
Kansas
$634K – – –
34 35
36
37 38

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.