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Berkshire Hathaway Class A
BRK.A

1,037 hedge funds and large institutions have $71.8B invested in Berkshire Hathaway Class A in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 84 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

124.03% more ownership

Funds ownership: 22.83% → 146.87% (+124%)

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

13% more capital invested

Capital invested by funds: $63.3B → $71.8B (+$8.44B)

2% more funds holding in top 10

Funds holding in top 10: 122 → 125 (+3)

1% more funds holding

Funds holding: 1,031 → 1,037 (+6)

32% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 123

Holders
1,037
Holders Change
+6
Holders Change %
+0.58%
% of All Funds
14.88%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
1.79%
New
50
Increased
84
Reduced
123
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$459B
2
Corient Private Wealth
Corient Private Wealth
Florida
+$5.94B
3
ECM
English Capital Management
Michigan
+$2.31B
4
Norges Bank
Norges Bank
Norway
+$1.07B
5
CAM
CPA Asset Management
Florida
+$1.05B

Top Sellers

Rank Fund Capital Flow
1
CAM
Cidel Asset Management
Ontario, Canada
-$6.48B
2
WAOI
Wealth Advisors of Iowa
Iowa
-$2.37B
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$468M
4
BIM
Baldwin Investment Management
Pennsylvania
-$342M
5
First Manhattan
First Manhattan
New York
-$206M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
876
J.M. Forbes & Co
Massachusetts
$691K – – –
JFGIW
877
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$691K – – –
JA
878
JVL Associates
Michigan
$691K – – –
KAH
879
Kathryn A. Hall
$691K – – –
KCPG
880
Kavar Capital Partners Group
Kansas
$691K – – –
KA
881
Kercheville Advisors
Texas
$691K – – –
KWM
882
Kingsview Wealth Management
Oregon
$691K – – –
KA
883
Klingman & Associates
New York
$691K – – –
LSPW
884
Lake Street Private Wealth
Illinois
$691K – – –
LWA
885
Lantern Wealth Advisors
New York
$691K – – –
LIM
886
Leavell Investment Management
Alabama
$691K – – –
LNB
887
Ledyard National Bank
$691K – – –
LAI
888
Legal Advantage Investments
California
$691K – – –
LP
889
LGL Partners
Pennsylvania
$691K – – –
LSWM
890
Lorne Steinberg Wealth Management
Canada
$691K – – –
Los Angeles Capital Management
891
Los Angeles Capital Management
California
$691K – – –
LBC
892
Lowe Brockenbrough & Co
Virginia
$691K – – –
MFS
893
Madrona Financial Services
Washington
$691K – – –
MPWT
894
MassMutual Private Wealth & Trust
Connecticut
$691K – – –
MPCG
895
Matrix Private Capital Group
New York
$691K – – –
MFA
896
Mayflower Financial Advisors
Massachusetts
$691K – – –
MIC
897
Means Investment Company
Maine
$691K – – –
MAS
898
Meeder Advisory Services
Ohio
$691K – – –
MSK
899
Melissa S. Kampmann
$691K – – –
MOS
900
MGO One Seven
Ohio
$691K – – –
34 35
36
37 38

BRK.A Hedge Fund Activity: Q3 2024 in Review

1,037 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2024, worth a combined $71.8B — up 13% from $63.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BRK.A positions and 33 closed out — a net gain of 17 holders — while 84 added to existing stakes and 123 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $459B. The largest seller was Cidel Asset Management, cutting an estimated $6.48B.

  • 1,037 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2024, up from 1,031 in Q2 2024.
  • Funds reported $71.8B of Berkshire Hathaway Class A stock for Q3 2024, up 13% quarter-over-quarter.
  • 50 funds opened new Berkshire Hathaway Class A positions in Q3 2024 and 33 closed out, a net change of +17 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2024 was International Assets Investment Management, an estimated $459B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2024 was Cidel Asset Management, an estimated $6.48B sold.

Based on aggregated 13F filings for Q3 2024.