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

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
RCM
926
Regency Capital Management
Hawaii
$634K – – –
RZH
927
Relyea Zuckerberg Hanson
Connecticut
$634K – – –
RHJA
928
Rice Hall James & Associates
California
$634K – – –
RTC
929
Riverview Trust Company
Washington
$634K – – –
RMDI
930
R.M. Davis Inc
Maine
$634K – – –
RWB
931
RMR Wealth Builders
New Jersey
$634K – – –
RW
932
RVW Wealth
California
$634K – – –
SIA
933
Schechter Investment Advisors
Michigan
$634K – – –
SHFA
934
SC&H Financial Advisors
Maryland
$634K – – –
SCM
935
Schnieders Capital Management
California
$634K – – –
Schroder Investment Management Group
936
Schroder Investment Management Group
United Kingdom
$634K – – –
SAM
937
Secure Asset Management
Michigan
$634K – – –
SNBOSD
938
Security National Bank of So Dak
Iowa
$634K – – –
SMA
939
Seven Mile Advisory
New Jersey
$634K – – –
SPIO
940
Seven Post Investment Office
California
$634K – – –
SWA
941
SFMG Wealth Advisors
Texas
$634K – – –
SCM
942
Shapiro Capital Management
Georgia
$634K – – –
SCP
943
Shorepoint Capital Partners
Massachusetts
$634K – – –
SMC
944
Smith, Moore & Co
Missouri
$634K – – –
SFA
945
Source Financial Advisors
New York
$634K – – –
SLG
946
Stanley-Laman Group
Pennsylvania
$634K – – –
SCM
947
Steadfast Capital Management
New York
$634K – – –
SCP
948
Steamboat Capital Partners
New York
$634K – – –
SIA
949
Strategic Investment Advisors
Michigan
$634K – – –
TCM
950
Tandem Capital Management
New Jersey
$634K – – –
36 37
38
39 40

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.