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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
TPI
976
Trust Point Inc
Wisconsin
$612K – – –
UAM
977
UAS Asset Management
New York
$612K – – –
UBV
978
United Bank (Virginia)
Virginia
$612K – – –
VW
979
Vance Wealth
California
$612K – – –
VAM
980
Verity Asset Management
North Carolina
$612K – – –
VCM
981
Versant Capital Management
Arizona
$612K – – –
VH
982
Visionary Horizons
Tennessee
$612K – – –
VIP
983
Vista Investment Partners
Oklahoma
$612K – – –
WC
984
Waterloo Capital
Texas
$612K – – –
WA
985
Wealth Alliance
New York
$612K – – –
WF
986
Welch & Forbes
Massachusetts
$612K – – –
WPP
987
Whalerock Point Partners
Rhode Island
$612K – – –
WIC
988
Willis Investment Counsel
Georgia
$612K – – –
WSFS
989
Wilmington Savings Fund Society
Delaware
$612K – – –
WCAMG
990
Woodard & Company Asset Management Group
North Carolina
$612K – – –
AWM
991
AE Wealth Management
Kansas
$612K +$616K +1 New
Assenagon Asset Management
992
Assenagon Asset Management
Luxembourg
$612K +$616K +1 New
CCA
993
Carrera Capital Advisors
Michigan
$612K +$616K +1 New
CWM
994
Chronos Wealth Management
Florida
$612K +$616K +1 New
CF
995
Convergence Financial
Missouri
$612K +$616K +1 New
GG
996
Greenwood Gearhart
Arkansas
$612K +$616K +1 New
IFG
997
Independent Financial Group
California
$612K +$616K +1 New
LP
998
LGL Partners
Pennsylvania
$612K +$616K +1 New
RVPG
999
Relative Value Partners Group
$612K +$616K +1 New
RB
1000
Rodgers Brothers
Pennsylvania
$612K +$616K +1 New
38 39
40
41 42

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.