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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
NU
76
Northwestern University
Illinois
$82.5M – – –
SAIG
77
Semper Augustus Investments Group
Colorado
$79.3M – – –
DAM
78
Davis Asset Management
California
$76.1M – – –
Arrowstreet Capital
79
Arrowstreet Capital
Massachusetts
$75.5M +$70.7M +119 New
WDL
80
Well Done LLC
Michigan
$74.9M – – –
Aberdeen Group
81
Aberdeen Group
United Kingdom
$74.2M +$1.78M +3 +3%
SOMRS
82
State of Michigan Retirement System
Michigan
$73.6M – – –
GAI
83
General American Investors
New York
$69.8M – – –
FAM
84
Fenimore Asset Management
New York
$68.5M – – –
Sumitomo Mitsui Trust Group
85
Sumitomo Mitsui Trust Group
Japan
$66M – – –
DWA
86
Douglass Winthrop Advisors
New York
$60.9M – – –
BPCE
87
Bank Pictet & Cie (Europe)
Germany
$60.3M -$1.19M -2 -2%
HCM
88
Hollencrest Capital Management
California
$60.3M +$56.4M +95 New
Baird Financial Group
89
Baird Financial Group
Wisconsin
$57.7M +$8.31M +14 +18%
NO
90
Ninety One
South Africa
$57.4M – – –
Victory Capital Management
91
Victory Capital Management
Texas
$57.1M +$17.8M +30 +50%
Franklin Resources
92
Franklin Resources
California
$56.5M -$2.38M -4 -4%
Truist Financial
93
Truist Financial
North Carolina
$55.8M -$13.7M -23 -21%
Charles Schwab
94
Charles Schwab
California
$54.6M -$2.38M -4 -4%
IGYL
95
I.G.Y. Ltd
United Kingdom
$52.7M – – –
CAM
96
Chou Associates Management
Ontario, Canada
$51.9M – – –
CT
97
Cambridge Trust
Massachusetts
$51.4M -$1.19M -2 -2%
RC
98
RBF Capital
California
$48.9M – – –
CL
99
Choreo LLC
Illinois
$48.2M +$2.97M +5 +7%
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$46.9M +$17.2M +29 +64%
2 3
4
5 6

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.