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Berkshire Hathaway Class A

1,037 hedge funds and large institutions have $71.8B invested in Berkshire Hathaway Class A in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 84 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

124.03% more ownership

Funds ownership: 22.83%146.87% (+124%)

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

13% more capital invested

Capital invested by funds: $63.3B → $71.8B (+$8.44B)

2% more funds holding in top 10

Funds holding in top 10: 122125 (+3)

1% more funds holding

Funds holding: 1,0311,037 (+6)

32% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 123

Holders
1,037
Holders Change
+6
Holders Change %
+0.58%
% of All Funds
14.88%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
1.79%
New
50
Increased
84
Reduced
123
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPP
976
Whalerock Point Partners
Rhode Island
$691K
WIC
977
Willis Investment Counsel
Georgia
$691K
WCAMG
978
Woodard & Company Asset Management Group
North Carolina
$691K
BL
979
Balentine LLC
Georgia
$691K +$664K +1 New
CCA
980
Checchi Capital Advisers
California
$691K +$664K +1 New
ERIC
981
Eagle Rock Investment Company
Georgia
$691K +$664K +1 New
ITIM
982
Indiana Trust & Investment Management
Indiana
$691K +$664K +1 New
KIC
983
Kensington Investment Counsel
California
$691K +$664K +1 New
LF
984
Lee Financial
Texas
$691K +$664K +1 New
MPWS
985
McCarter Private Wealth Services
Massachusetts
$691K +$664K +1 New
MWM
986
Meridian Wealth Management
Kentucky
$691K +$664K +1 New
MWM
987
Mission Wealth Management
California
$691K +$664K +1 New
OCM
988
Objective Capital Management
Ohio
$691K +$664K +1 New
P
989
&Partners
Tennessee
$691K +$664K +1 New
PIAS
990
PCA Investment Advisory Services
Ohio
$691K +$664K +1 New
PDM
991
Penn Davis McFarland
Texas
$691K +$664K +1 New
TWM
992
TCFG Wealth Management
California
$691K +$664K +1 New
TFP
993
Tilia Fiduciary Partners
North Carolina
$691K +$664K +1 New
WCM
994
Windsor Capital Management
Arizona
$691K +$664K +1 New
CWM
995
Concentric Wealth Management
California
$691K +$65.7M +99 +9,900%
BWA
996
BlueChip Wealth Advisors
Georgia
$691K +$66.4M +100 New
IIA
997
Integral Investment Advisors
California
$691K +$66.4M +100 New
IGGA
998
Iron Gate Global Advisors
Utah
$691K +$66.4M +100 New
Bank Julius Baer & Co
999
Bank Julius Baer & Co
Switzerland
$691K
AIIMS
1000
Analyst IMS Investment Management Services
Israel
$691K

BRK.A Hedge Fund Activity: Q3 2024 in Review

1,037 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2024, worth a combined $71.8B — up 13% from $63.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BRK.A positions and 33 closed out — a net gain of 17 holders — while 84 added to existing stakes and 123 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $459B. The largest seller was Cidel Asset Management, cutting an estimated $6.48B.

  • 1,037 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2024, up from 1,031 in Q2 2024.
  • Funds reported $71.8B of Berkshire Hathaway Class A stock for Q3 2024, up 13% quarter-over-quarter.
  • 50 funds opened new Berkshire Hathaway Class A positions in Q3 2024 and 33 closed out, a net change of +17 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2024 was International Assets Investment Management, an estimated $459B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2024 was Cidel Asset Management, an estimated $6.48B sold.

Based on aggregated 13F filings for Q3 2024.