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Berkshire Hathaway Class A
BRK.A

1,030 hedge funds and large institutions have $63.3B invested in Berkshire Hathaway Class A in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 92 increasing their positions, 133 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

0.37% more ownership

Funds ownership: 22.28% → 22.65% (+0.37%)

0% more funds holding

Funds holding: 1,029 → 1,030 (+1)

1% less capital invested

Capital invested by funds: $64.3B → $63.3B (-$948M)

7% less funds holding in top 10

Funds holding in top 10: 131 → 122 (-9)

31% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 133

Holders
1,030
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
14.88%
Holding in Top 10
122
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.87%
% of All Funds
1.76%
New
47
Increased
92
Reduced
133
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Cidel Asset Management
Ontario, Canada
+$6.02B
2
WAOI
Wealth Advisors of Iowa
Iowa
+$2.2B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
4
VCP
Vista Capital Partners
Oregon
+$745M
5
Norges Bank
Norges Bank
Norway
+$727M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.26B
2
First Manhattan
First Manhattan
New York
-$193M
3
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
-$185M
4
HWM
HFR Wealth Management
New York
-$183M
5
RW
Rede Wealth
Virginia
-$136M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
951
Schnieders Capital Management
California
$612K – – –
Schroder Investment Management Group
952
Schroder Investment Management Group
United Kingdom
$612K – – –
SAM
953
Secure Asset Management
Michigan
$612K – – –
SNBOSD
954
Security National Bank of So Dak
Iowa
$612K – – –
SMA
955
Seven Mile Advisory
New Jersey
$612K – – –
SPIO
956
Seven Post Investment Office
California
$612K – – –
SWA
957
SFMG Wealth Advisors
Texas
$612K – – –
SCM
958
Shapiro Capital Management
Georgia
$612K – – –
SCP
959
Shorepoint Capital Partners
Massachusetts
$612K – – –
SB
960
Simmons Bank
Arkansas
$612K – – –
SW
961
Simplicity Wealth
New Jersey
$612K – – –
SMC
962
Smith, Moore & Co
Missouri
$612K – – –
SFA
963
Source Financial Advisors
New York
$612K – – –
SPC
964
Spirepoint Private Client
Florida
$612K – – –
SLG
965
Stanley-Laman Group
Pennsylvania
$612K – – –
SCM
966
Steadfast Capital Management
New York
$612K – – –
SCP
967
Steamboat Capital Partners
New York
$612K – – –
SIA
968
Strategic Investment Advisors
Michigan
$612K – – –
TNAM
969
Terra Nova Asset Management
New York
$612K – – –
TCBWMS
970
Texas Capital Bank Wealth Management Services
Texas
$612K – – –
TSW
971
Three Seasons Wealth
Utah
$612K – – –
TCCM
972
Timber Creek Capital Management
Massachusetts
$612K – – –
TB
973
Treynor Bancshares
Iowa
$612K – – –
TPWA
974
TRUE Private Wealth Advisors
Oregon
$612K – – –
TCOV
975
Trust Company of Vermont
Vermont
$612K – – –
37 38
39
40 41

BRK.A Hedge Fund Activity: Q2 2024 in Review

1,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2024, worth a combined $63.3B — down 1.5% from $64.3B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BRK.A positions and 31 closed out — a net gain of 16 holders — while 92 added to existing stakes and 133 trimmed.

The largest buyer was Cidel Asset Management, adding an estimated $6.02B. The largest seller was Corient Private Wealth, cutting an estimated $8.26B.

  • 1,030 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2024, up from 1,029 in Q1 2024.
  • Funds reported $63.3B of Berkshire Hathaway Class A stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 47 funds opened new Berkshire Hathaway Class A positions in Q2 2024 and 31 closed out, a net change of +16 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2024 was Cidel Asset Management, an estimated $6.02B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2024 was Corient Private Wealth, an estimated $8.26B sold.

Based on aggregated 13F filings for Q2 2024.