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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
PT
926
Plimoth Trust
Massachusetts
$691K – – –
PFA
927
Pure Financial Advisors
California
$691K – – –
RRCM
928
Rappaport Reiches Capital Management
Illinois
$691K – – –
RCG
929
Regatta Capital Group
California
$691K – – –
RCM
930
Regency Capital Management
Hawaii
$691K – – –
RZH
931
Relyea Zuckerberg Hanson
Connecticut
$691K – – –
RHJA
932
Rice Hall James & Associates
California
$691K – – –
RTC
933
Riverview Trust Company
Washington
$691K – – –
RMDI
934
R.M. Davis Inc
Maine
$691K – – –
RWB
935
RMR Wealth Builders
New Jersey
$691K – – –
RB
936
Rodgers Brothers
Pennsylvania
$691K – – –
RW
937
RVW Wealth
California
$691K – – –
SHFA
938
SC&H Financial Advisors
Maryland
$691K – – –
SCM
939
Schnieders Capital Management
California
$691K – – –
SC
940
Schoolcraft Capital
Colorado
$691K – – –
SAM
941
Secure Asset Management
Michigan
$691K – – –
SMA
942
Seven Mile Advisory
New Jersey
$691K – – –
SPIO
943
Seven Post Investment Office
California
$691K – – –
SWA
944
SFMG Wealth Advisors
Texas
$691K – – –
SCP
945
Shorepoint Capital Partners
Massachusetts
$691K – – –
SB
946
Simmons Bank
Arkansas
$691K – – –
SMC
947
Smith, Moore & Co
Missouri
$691K – – –
SFA
948
Source Financial Advisors
New York
$691K – – –
SPC
949
Spirepoint Private Client
Florida
$691K – – –
SLG
950
Stanley-Laman Group
Pennsylvania
$691K – – –
36 37
38
39 40

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.