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Berkshire Hathaway Class 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: 1,0291,030 (+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: 131122 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1026
Lazard Asset Management
New York
$612K +$616K +1 New
TFS
1027
Thoroughbred Financial Services
Tennessee
$612K +$616K +1 New
WCM
1028
Westend Capital Management
California
$610K
TWC
1029
TD Waterhouse Canada
Ontario, Canada
$610K -$9.25M -15 -94%
FDCDDQ
1030
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.12K
ALC
1031
Alexander Labrunerie & Co
Missouri
-$10.8M -1,700 Closed
RW
1032
Rede Wealth
Virginia
-$136M -214 Closed
WMR
1033
Wealth Management Resources
Rhode Island
-$1.27M -200 Closed
WCM
1034
Weaver Capital Management
Georgia
-$634K -100 Closed
CSS
1035
Cubist Systematic Strategies
Connecticut
-$22.8M -36 Closed
PS
1036
Portfolio Strategies
New York
-$22.8M -36 Closed
CWM
1037
Cahill Wealth Management
Michigan
-$10.4M -17 Closed
WI
1038
Wafra Inc
New York
-$6.98M -11 Closed
WS
1039
Wedbush Securities
California
-$241K -7 Closed
AWA
1040
Aaron Wealth Advisors
Illinois
-$3.81M -6 Closed
LNC
1041
Lincoln National Corp
Pennsylvania
-$3.81M -6 Closed
FFP
1042
FourThought Financial Partners
Florida
-$2.54M -4 Closed
AFG
1043
Allegheny Financial Group
Pennsylvania
-$1.9M -3 Closed
PIA
1044
Pinion Investment Advisors
Kansas
-$1.9M -3 Closed
WN
1045
Williams & Novak
California
-$1.63M -3 Closed
FIM
1046
Fernwood Investment Management
Massachusetts
-$1.27M -2 Closed
MIA
1047
MainStreet Investment Advisors
Illinois
-$1.27M -2 Closed
ASN
1048
Advisory Services Network
Georgia
-$634K -1 Closed
AWE
1049
Avidian Wealth Enterprises
Texas
-$634K -1 Closed
BIG
1050
Builder Investment Group
Georgia
-$634K -1 Closed

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.