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Berkshire Hathaway Class 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: 122125 (+3)

1% more funds holding

Funds holding: 1,0311,037 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
1051
Kingswood Wealth Advisors
California
-$3.06M -5 Closed
RIA
1052
Realta Investment Advisors
Delaware
-$3.06M -5 Closed
USCWA
1053
U.S. Capital Wealth Advisors
Texas
-$3.06M -5 Closed
BCV
1054
Banque Cantonale Vaudoise
Switzerland
-$2.45M -4 Closed
PP
1055
Paloma Partners
Connecticut
-$1.84M -3 Closed
IWP
1056
IAG Wealth Partners
Wisconsin
-$1.22M -2 Closed
MG
1057
Mather Group
Illinois
-$1.27M -2 Closed
NPT
1058
Nixon Peabody Trust
Massachusetts
-$1.22M -2 Closed
ATC
1059
Advantage Trust Company
Kansas
-$612K -1 Closed
AWM
1060
AE Wealth Management
Kansas
-$612K -1 Closed
AF
1061
Alerus Financial
North Dakota
-$612K -1 Closed
AAS
1062
Ameritas Advisory Services
Nebraska
-$612K -1 Closed
ACS
1063
Archford Capital Strategies
Illinois
-$612K -1 Closed
CF
1064
Convergence Financial
Missouri
-$612K -1 Closed
FI
1065
Financial Insights
Washington
-$612K -1 Closed
ME
1066
McIlrath & Eck
Washington
-$612K -1 Closed
MAM
1067
MMA Asset Management
Pennsylvania
-$612K -1 Closed
NCM
1068
New Capital Management
Texas
-$612K -1 Closed
SNBOSD
1069
Security National Bank of So Dak
Iowa
-$612K -1 Closed
SW
1070
Simplicity Wealth
New Jersey
-$612K -1 Closed

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.