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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
GLCM
101
Greenlea Lane Capital Management
Connecticut
$49.1M – – –
SWM
102
Segment Wealth Management
Texas
$49.1M – – –
MIFH
103
Migdal Insurance & Financial Holdings
Israel
$48.4M – – –
HPIA
104
Hamilton Point Investment Advisors
North Carolina
$48.4M – – –
William Blair & Company
105
William Blair & Company
Illinois
$47M +$664K +1 +1%
TIAA Trust, National Association
106
TIAA Trust, National Association
North Carolina
$45.6M – – –
WT
107
Whittier Trust
California
$44.9M – – –
DADC
108
D.A. Davidson & Co
Montana
$44.3M -$1.33M -2 -3%
BPC
109
Banque Pictet & Cie
Switzerland
$44.2M +$41.2M +62 +3,100%
BMSSC
110
B. Metzler seel. Sohn & Co
Germany
$43.5M – – –
Ameriprise
111
Ameriprise
Minnesota
$42.9M -$5.98M -9 -13%
Truist Financial
112
Truist Financial
North Carolina
$40.1M -$7.97M -12 -17%
KFA
113
Kelleher Financial Advisors
New York
$40.1M – – –
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$40.1M – – –
SSCM
115
Summit Street Capital Management
New York
$40.1M – – –
CAG
116
Crestwood Advisors Group
Massachusetts
$38.7M – – –
CA
117
Crewe Advisors
Utah
$38.7M – – –
LC
118
Lincoln Capital
Nebraska
$38M – – –
Toronto Dominion Bank
119
Toronto Dominion Bank
Ontario, Canada
$36.6M – – –
PFPT
120
Pinnacle Financial Partners (Tennessee)
Tennessee
$35.9M -$5.31M -8 -13%
HCM
121
Hutner Capital Management
Vermont
$35.9M – – –
FMII
122
Farmers & Merchants Investments Inc
Nebraska
$35.9M +$664K +1 +2%
SVCF
123
Silicon Valley Community Foundation
California
$35.3M – – –
EP
124
Elkhorn Partners
Nebraska
$34.6M – – –
SNB
125
Security National Bank
Nebraska
$34.6M – – –
3 4
5
6 7

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.