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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
CI
976
CX Institutional
Indiana
$634K +$594K +1 New
EGM
977
Engineers Gate Manager
New York
$634K +$594K +1 New
FA
978
Fiducient Advisors
Illinois
$634K +$594K +1 New
FAM
979
Formidable Asset Management
Ohio
$634K +$594K +1 New
FMWA
980
Forvis Mazars Wealth Advisors
Missouri
$634K +$594K +1 New
HFA
981
High Falls Advisors
New York
$634K +$594K +1 New
IWS
982
Insight Wealth Strategies
California
$634K +$594K +1 New
Jones Financial Companies
983
Jones Financial Companies
Missouri
$634K +$594K +1 New
MSS
984
Mitchell Sinkler & Starr
Pennsylvania
$634K +$594K +1 New
NIA
985
NIA Impact Advisors
California
$634K +$594K +1 New
QWM
986
Quadcap Wealth Management
Texas
$634K +$594K +1 New
SW
987
Simplicity Wealth
New Jersey
$634K +$594K +1 New
SPC
988
Spirepoint Private Client
Florida
$634K +$594K +1 New
TCOV
989
Trust Company of Vermont
Vermont
$634K +$594K +1 New
VAM
990
Verity Asset Management
North Carolina
$634K +$594K +1 New
WC
991
Waterloo Capital
Texas
$634K +$594K +1 New
WCM
992
Westend Capital Management
California
$634K +$594K +1 New
WSFS
993
Wilmington Savings Fund Society
Delaware
$634K +$594K +1 New
IAIM
994
International Assets Investment Management
Florida
$634K -$594K -1 -50%
BF
995
BOK Financial
Oklahoma
$634K – – –
AIIMS
996
Analyst IMS Investment Management Services
Israel
$634K – – –
AP
997
Appleton Partners
Massachusetts
$634K – – –
BGC
998
Beutel, Goodman & Co
Ontario, Canada
$634K – – –
CAL
999
Capital Advisors Ltd
Ohio
$634K – – –
FDS
1000
First Dallas Securities
Texas
$634K – – –
38 39
40
41 42

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.