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Berkshire Hathaway Class 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: 122131 (+9)

2.06% more ownership

Funds ownership: 20.4%22.46% (+2.1%)

1% less funds holding

Funds holding: 1,0361,030 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1051
Cresta Advisors
Texas
-$1.63M -3 Closed
Balyasny Asset Management
1052
Balyasny Asset Management
Illinois
-$1.09M -2 Closed
BFA
1053
Beacon Financial Advisory
Ohio
-$1.09M -2 Closed
GWA
1054
GGM Wealth Advisors
Maryland
-$1.16M -2 Closed
Point72 Asset Management
1055
Point72 Asset Management
Connecticut
-$1.09M -2 Closed
PAIM
1056
Punch & Associates Investment Management
Minnesota
-$1.09M -2 Closed
SGWM
1057
Sterling Group Wealth Management
California
-$1.09M -2 Closed
SC
1058
Syon Capital
California
-$1.09M -2 Closed
ARC
1059
Advisor Resource Council
Texas
-$543K -1 Closed
AMBIA
1060
Allen Mooney & Barnes Investment Advisors
Georgia
-$543K -1 Closed
AC
1061
AlphaCore Capital
California
-$543K -1 Closed
AWA
1062
Arete Wealth Advisors
Illinois
-$543K -1 Closed
AUB
1063
Atlantic Union Bankshares
Virginia
-$543K -1 Closed
CFA
1064
Cahill Financial Advisors
Minnesota
-$543K -1 Closed
CB
1065
Centennial Bank
Arkansas
-$543K -1 Closed
CHAM
1066
Clear Harbor Asset Management
Connecticut
-$543K -1 Closed
CAC
1067
Core Alternative Capital
Georgia
-$543K -1 Closed
CW
1068
CreativeOne Wealth
Kansas
-$543K -1 Closed
CCA
1069
Criterion Capital Advisors
Tennessee
-$543K -1 Closed
CWM
1070
Curi Wealth Management
North Carolina
-$543K -1 Closed
EIP
1071
Easterly Investment Partners
Massachusetts
-$543K -1 Closed
EWM
1072
Endowment Wealth Management
Wisconsin
-$543K -1 Closed
EIM
1073
Ervin Investment Management
Washington
-$543K -1 Closed
FHB
1074
First Hawaiian Bank
Hawaii
-$543K -1 Closed
Fisher Asset Management
1075
Fisher Asset Management
Washington
-$543K -1 Closed

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.