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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
TNAM
951
Terra Nova Asset Management
New York
$634K – – –
TCBWMS
952
Texas Capital Bank Wealth Management Services
Texas
$634K – – –
TCCM
953
Timber Creek Capital Management
Massachusetts
$634K – – –
TBA
954
Tower Bridge Advisors
Pennsylvania
$634K – – –
TB
955
Treynor Bancshares
Iowa
$634K – – –
TFP
956
Triune Financial Partners
Kansas
$634K – – –
TPWA
957
TRUE Private Wealth Advisors
Oregon
$634K – – –
TFCP
958
Twin Focus Capital Partners
Massachusetts
$634K – – –
UAM
959
UAS Asset Management
New York
$634K – – –
UBV
960
United Bank (Virginia)
Virginia
$634K – – –
VW
961
Vance Wealth
California
$634K – – –
VCM
962
Versant Capital Management
Arizona
$634K – – –
VIP
963
Vista Investment Partners
Oklahoma
$634K – – –
WA
964
Wealth Alliance
New York
$634K – – –
WA
965
Wealthstar Advisors
Texas
$634K – – –
WCM
966
Weaver Capital Management
Georgia
$634K – – –
WF
967
Welch & Forbes
Massachusetts
$634K – – –
WPP
968
Whalerock Point Partners
Rhode Island
$634K – – –
WSTAM
969
Wilbanks Smith & Thomas Asset Management
Virginia
$634K – – –
WIC
970
Willis Investment Counsel
Georgia
$634K – – –
WCAMG
971
Woodard & Company Asset Management Group
North Carolina
$634K – – –
AssetMark Inc
972
AssetMark Inc
California
$634K +$594K +1 New
BCM
973
Brookstone Capital Management
Illinois
$634K +$594K +1 New
BC
974
Burney Company
Virginia
$634K +$594K +1 New
CAM
975
Councilmark Asset Management
Tennessee
$634K +$594K +1 New
37 38
39
40 41

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.