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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
GWP
1026
Gen-Wealth Partners
Michigan
$683K +$664K +1 New
HFS
1027
HBC Financial Services
Washington
$682K – – –
BF
1028
BOK Financial
Oklahoma
$679K -$1.33M -2 -67%
FWI
1029
Facet Wealth Inc
Maryland
$678K – – –
SRC
1030
Shufro Rose & Co
New York
$612K – – –
LCM
1031
LVM Capital Management
Michigan
$612K – – –
WS
1032
Wedbush Securities
California
$547K +$3.98M +6 New
EHAM
1033
Eagle Harbor Asset Management
Washington
$468K – – –
GC
1034
GFG Capital
Florida
$451K – – –
SBF
1035
Sara-Bay Financial
Florida
$313K +$451M +679 New
FDCDDQ
1036
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.91K – – –
IAIM
1037
International Assets Investment Management
Florida
$1 +$459B +691,179 +69,117,900%
BIM
1038
Baldwin Investment Management
Pennsylvania
– -$342M -558 Closed
HIG
1039
Heritage Investment Group
Florida
– -$2.45M -400 Closed
SCM
1040
Shapiro Capital Management
Georgia
– -$612K -100 Closed
SA
1041
Sanctuary Advisors
Indiana
– -$27.3M -45 Closed
SW
1042
SVB Wealth
Massachusetts
– -$13.5M -22 Closed
BFS
1043
Bard Financial Services
Connecticut
– -$9.18M -15 Closed
BAMF
1044
BI Asset Management Fondsmaeglerselskab
Denmark
– -$9.18M -15 Closed
GCIM
1045
Gunn & Company Investment Management
Florida
– -$7.35M -12 Closed
JWBC
1046
John W. Bristol & Co
New York
– -$6.12M -10 Closed
MHS
1047
M Holdings Securities
Oregon
– -$4.29M -7 Closed
MF
1048
Magnetar Financial
Illinois
– -$3.67M -6 Closed
SSA
1049
Schonfeld Strategic Advisors
New York
– -$3.67M -6 Closed
Credit Agricole
1050
Credit Agricole
France
– -$3.06M -5 Closed
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.