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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
LWCA
126
Locust Wood Capital Advisers
New York
$29.8M -$2.97M -5 -10%
SJL
127
Shayne & Jacobs LLC
Tennessee
$29.8M
Barclays
128
Barclays
United Kingdom
$29.2M +$11.9M +20 +77%
NS
129
NBC Securities
Alabama
$29.2M
GT
130
Glenmede Trust
Pennsylvania
$28.5M -$1.19M -2 -4%
P
131
Pitcairn
Pennsylvania
$28.5M
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$27.9M -$7.13M -12 -21%
MFS
133
Mirabella Financial Services
United Kingdom
$27.9M +$26.1M +44 New
QCM
134
Quantinno Capital Management
New York
$27.9M +$7.13M +12 +38%
GFI
135
Global Frontier Investments
South Carolina
$27.9M
GI
136
GAMCO Investors
Connecticut
$27.3M -$594K -1 -2%
PGFC
137
Peapack-Gladstone Financial Corp
New Jersey
$27.3M -$2.38M -4 -9%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$26.6M -$4.16M -7 -14%
URS
139
Utah Retirement Systems
Utah
$26.6M
AO
140
Allen Operations
New York
$26M
BWM
141
BigSur Wealth Management
Florida
$26M +$5.94M +10 +32%
HTC
142
Haverford Trust Company
Pennsylvania
$25.4M
IC
143
IEQ Capital
California
$25.4M
WTC
144
WhitTier Trust Company
Nevada
$25.4M
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$25M +$594K +1 +3%
Mariner
146
Mariner
Kansas
$24.7M -$1.19M -2 -5%
GFL
147
Granite FO LLC
New Hampshire
$24.4M
AT
148
Avalon Trust
New Mexico
$24.1M
FNBT
149
FineMark National Bank & Trust
Florida
$24.1M
FCBT
150
First Citizens Bank & Trust
North Carolina
$24.1M +$4.75M +8 +27%

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.