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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
GAMC
1001
Garner Asset Management Corp
Texas
$634K – – –
HC
1002
Hendley & Co
Ohio
$634K – – –
LCM
1003
LVM Capital Management
Michigan
$634K – – –
PAS
1004
Professional Advisory Services
Florida
$634K – – –
SAM
1005
Shikiar Asset Management
New York
$634K – – –
SC
1006
Sierra Capital
Florida
$634K – – –
SCM
1007
Stonebridge Capital Management
California
$634K – – –
TCOK
1008
Trust Company of Kansas
Kansas
$634K – – –
WPC
1009
Waters Parkerson & Co
Louisiana
$634K – – –
WDA
1010
Wendell David Associates
New Hampshire
$634K – – –
GCP
1011
GSA Capital Partners
United Kingdom
$634K +$594K +1 New
HF
1012
HRT Financial
New York
$634K +$594K +1 New
LIM
1013
Leavell Investment Management
Alabama
$634K +$594K +1 New
FFH
1014
Fairfax Financial Holdings
Ontario, Canada
$633K – – –
TSW
1015
Three Seasons Wealth
Utah
$630K – – –
CAM
1016
Cubic Asset Management
Massachusetts
$630K – – –
MAM
1017
McLean Asset Management
Virginia
$627K – – –
CA
1018
Continuum Advisory
Idaho
$616K – – –
NAG
1019
Northstar Advisory Group
New Jersey
$616K – – –
FWI
1020
Facet Wealth Inc
Maryland
$609K – – –
VH
1021
Visionary Horizons
Tennessee
$608K – – –
AAS
1022
Ameritas Advisory Services
Nebraska
$606K +$594K +1 New
FFN
1023
Focus Financial Network
Minnesota
$604K – – –
HFS
1024
HBC Financial Services
Washington
$602K – – –
XSC
1025
X-Square Capital
Puerto Rico
$600K – – –
39 40
41
42 43

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.