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Berkshire Hathaway Class 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: 122131 (+9)

2.06% more ownership

Funds ownership: 20.4%22.46% (+2.1%)

1% less funds holding

Funds holding: 1,0361,030 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
901
Monarch Capital Management
Indiana
$634K
MC
902
Moors & Cabot
Massachusetts
$634K
MFWP
903
Mosaic Family Wealth Partners
Missouri
$634K
MPAM
904
Murphy Pohlad Asset Management
Minnesota
$634K
NOCM
905
Night Owl Capital Management
Connecticut
$634K
NFW
906
Noble Family Wealth
Florida
$634K
NPF
907
Norris Perne & French
Michigan
$634K
NP
908
NorthRock Partners
Minnesota
$634K
NA
909
Nottingham Advisors
New York
$634K
NPFS
910
Novak & Powell Financial Services
Florida
$634K
NL
911
NVWM LLC
Pennsylvania
$634K
OFA
912
Oak Family Advisors
Illinois
$634K
OC
913
Oakworth Capital
Alabama
$634K
OCM
914
Objective Capital Management
Ohio
$634K
OPS
915
Orion Portfolio Solutions
Nebraska
$634K
OA
916
Oxbow Advisors
Texas
$634K
PCA
917
Pallas Capital Advisors
Massachusetts
$634K
PGWM
918
Parisi Gray Wealth Management
New Jersey
$634K
PAM
919
Pegasus Asset Management
New York
$634K
PCTC
920
Perkins Coie Trust Company
Washington
$634K
PT
921
Plimoth Trust
Massachusetts
$634K
PFA
922
Pure Financial Advisors
California
$634K
QCI
923
Quaker Capital Investments
Pennsylvania
$634K
RRCM
924
Rappaport Reiches Capital Management
Illinois
$634K
RCG
925
Regatta Capital Group
California
$634K

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.