Berkshire Hathaway Class A
BRK.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.
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: 122 → 131 (+9)
2.06% more ownership
Funds ownership: 20.4% → 22.46% (+2.1%)
1% less funds holding
Funds holding: 1,036 → 1,030 (-6)
32% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$5.82B |
| 2 |
VCP
Vista Capital Partners
Portland,
Oregon
|
+$757M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$426M |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$382M |
| 5 |
HIG
Heritage Investment Group
Pompano Beach,
Florida
|
+$238M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Manhattan
New York
|
-$1.08B |
| 2 |
Morgan Stanley
New York
|
-$711M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$505M |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
-$176M |
| 5 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$169M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1076
Harris Associates
Chicago,
Illinois
| – | -$543K | -1 | Closed |
|
|
HIM
1077
HughesLittle Investment Management
Vancouver,
| – | -$543K | -1 | Closed |
|
1078
Lazard Asset Management
New York
| – | -$542K | -1 | Closed |
|
|
LL
1079
LWMG LLC
Lake Elmo,
Minnesota
| – | -$543K | -1 | Closed |
|
|
MI
1080
Motiv8 Investments
Port St. Lucie,
Florida
| – | -$543K | -1 | Closed |
|
|
PGIM
1081
Pacific Global Investment Management
Glendale,
California
| – | -$543K | -1 | Closed |
|
|
SPP
1082
Single Point Partners
Boston,
Massachusetts
| – | -$543K | -1 | Closed |
|
|
SSWM
1083
Smith Salley Wealth Management
Greensboro,
North Carolina
| – | -$543K | -1 | Closed |
|
|
SGCA
1084
Steel Grove Capital Advisors
Memphis,
Tennessee
| – | -$543K | -1 | Closed |
|
|
TFS
1085
Thoroughbred Financial Services
Brentwood,
Tennessee
| – | -$542K | -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.