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Berkshire Hathaway Class A
BRK.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: 1,029 → 1,030 (+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: 131 → 122 (-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
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Cidel Asset Management
Ontario, Canada
+$6.02B
2
WAOI
Wealth Advisors of Iowa
Iowa
+$2.2B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
4
VCP
Vista Capital Partners
Oregon
+$745M
5
Norges Bank
Norges Bank
Norway
+$727M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$8.26B
2
First Manhattan
First Manhattan
New York
-$193M
3
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
-$185M
4
HWM
HFR Wealth Management
New York
-$183M
5
RW
Rede Wealth
Virginia
-$136M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
101
Hamilton Point Investment Advisors
North Carolina
$42.9M – – –
LPL Financial
102
LPL Financial
California
$41.3M +$4.93M +8 +13%
William Blair & Company
103
William Blair & Company
Illinois
$41M -$1.23M -2 -3%
DADC
104
D.A. Davidson & Co
Montana
$40.4M -$616K -1 -1%
TIAA Trust, National Association
105
TIAA Trust, National Association
North Carolina
$40.4M +$2.47M +4 +6%
WT
106
Whittier Trust
California
$39.8M -$117M -190 -75%
BMSSC
107
B. Metzler seel. Sohn & Co
Germany
$38.6M – – –
PFPT
108
Pinnacle Financial Partners (Tennessee)
Tennessee
$36.7M -$4.93M -8 -12%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$35.5M -$9.86M -16 -22%
KFA
110
Kelleher Financial Advisors
New York
$35.5M – – –
SSCM
111
Summit Street Capital Management
New York
$35.5M – – –
CAG
112
Crestwood Advisors Group
Massachusetts
$34.3M -$1.85M -3 -5%
CA
113
Crewe Advisors
Utah
$34.3M – – –
LC
114
Lincoln Capital
Nebraska
$33.7M – – –
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$32.4M -$616K -1 -2%
HLCM
116
Hi-Line Capital Management
South Dakota
$32.4M – – –
HCM
117
Hutner Capital Management
Vermont
$31.8M – – –
MFS
118
Mirabella Financial Services
United Kingdom
$31.8M +$4.93M +8 +18%
SVCF
119
Silicon Valley Community Foundation
California
$31.2M -$6.16M -10 -16%
FMII
120
Farmers & Merchants Investments Inc
Nebraska
$31.2M -$1.23M -2 -4%
M&T Bank
121
M&T Bank
New York
$31.2M +$9.86M +16 +46%
SNB
122
Security National Bank
Nebraska
$30.6M -$616K -1 -2%
SL
123
SWF LLC
Nebraska
$30.6M – – –
EP
124
Elkhorn Partners
Nebraska
$30.6M – – –
CS
125
Cannell & Spears
New York
$30M – – –
3 4
5
6 7

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.