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Berkshire Hathaway Class A
BRK.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: 122 → 125 (+3)

1% more funds holding

Funds holding: 1,031 → 1,037 (+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
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$459B
2
Corient Private Wealth
Corient Private Wealth
Florida
+$5.94B
3
ECM
English Capital Management
Michigan
+$2.31B
4
Norges Bank
Norges Bank
Norway
+$1.07B
5
CAM
CPA Asset Management
Florida
+$1.05B

Top Sellers

Rank Fund Capital Flow
1
CAM
Cidel Asset Management
Ontario, Canada
-$6.48B
2
WAOI
Wealth Advisors of Iowa
Iowa
-$2.37B
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$468M
4
BIM
Baldwin Investment Management
Pennsylvania
-$342M
5
First Manhattan
First Manhattan
New York
-$206M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1001
Appleton Partners
Massachusetts
$691K – – –
BIC
1002
Beach Investment Counsel
Pennsylvania
$691K – – –
BGC
1003
Beutel, Goodman & Co
Ontario, Canada
$691K – – –
CAL
1004
Capital Advisors Ltd
Ohio
$691K – – –
GAMC
1005
Garner Asset Management Corp
Texas
$691K – – –
HC
1006
Hendley & Co
Ohio
$691K – – –
Lazard Asset Management
1007
Lazard Asset Management
New York
$691K – – –
PAS
1008
Professional Advisory Services
Florida
$691K – – –
SAM
1009
Shikiar Asset Management
New York
$691K – – –
SCM
1010
Stonebridge Capital Management
California
$691K – – –
TFS
1011
Thoroughbred Financial Services
Tennessee
$691K – – –
TCOK
1012
Trust Company of Kansas
Kansas
$691K – – –
WPC
1013
Waters Parkerson & Co
Louisiana
$691K – – –
WDA
1014
Wendell David Associates
New Hampshire
$691K – – –
XSC
1015
X-Square Capital
Puerto Rico
$691K – – –
LWM
1016
Latko Wealth Management
Illinois
$691K +$664K +1 New
LWP
1017
Laurel Wealth Planning
Minnesota
$691K +$664K +1 New
FFH
1018
Fairfax Financial Holdings
Ontario, Canada
$690K – – –
IWM
1019
IHT Wealth Management
Illinois
$688K – – –
AWA
1020
Arete Wealth Advisors
Illinois
$688K +$65.7M +99 +9,900%
PCA
1021
Pallas Capital Advisors
Massachusetts
$687K – – –
KFA
1022
Kapstone Financial Advisors
Ohio
$686K – – –
Schroder Investment Management Group
1023
Schroder Investment Management Group
United Kingdom
$686K – – –
TWC
1024
TD Waterhouse Canada
Ontario, Canada
$685K – – –
FA
1025
FF Advisors
California
$685K – – –
39 40
41
42 43

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.