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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.

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: 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

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
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$5.82B
2
VCP
Vista Capital Partners
Oregon
+$757M
3
Norges Bank
Norges Bank
Norway
+$426M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$382M
5
HIG
Heritage Investment Group
Florida
+$238M

Top Sellers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
-$1.08B
2
Morgan Stanley
Morgan Stanley
New York
-$711M
3
Swedbank
Swedbank
Sweden
-$505M
4
UB
UMB Bank
Missouri
-$176M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$169M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$22.8M -$2.38M -4 -7%
HR
152
Hardy Reed
Mississippi
$22.8M – – –
CSS
153
Cubist Systematic Strategies
Connecticut
$22.8M +$21.4M +36 New
PS
154
Portfolio Strategies
New York
$22.8M +$21.4M +36 New
SAA
155
Southeast Asset Advisors
Georgia
$22.2M -$7.13M -12 -26%
M&T Bank
156
M&T Bank
New York
$22.2M -$1.19M -2 -5%
BM
157
Bislett Management
California
$22.2M – – –
ESBC
158
E.S. Barr & Co
Kentucky
$22.2M – – –
HAI
159
Hennessy Advisors Inc
California
$21.6M -$4.75M -8 -19%
HPC
160
HM Payson & Co
Maine
$21.6M – – –
SMI
161
Shelter Mutual Insurance
Missouri
$21.6M – – –
SC
162
Saybrook Capital
North Carolina
$20.9M – – –
ANTB
163
AMG National Trust Bank
Colorado
$20.9M – – –
DWM
164
Drive Wealth Management
Utah
$20.9M – – –
GPI
165
General Partner Inc
Pennsylvania
$20.9M – – –
RJT
166
Raymond James Trust
Florida
$20.9M – – –
OCAM
167
Onex Canada Asset Management
Ontario, Canada
$20.3M -$1.78M -3 -9%
CWM
168
Circle Wealth Management
New Jersey
$20.3M – – –
USB
169
Union Savings Bank
Connecticut
$20.3M – – –
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$19.7M +$2.38M +4 +15%
AllianceBernstein
171
AllianceBernstein
Tennessee
$19.7M – – –
SAM
172
Silvercrest Asset Management
New York
$19.7M – – –
CCM
173
Check Capital Management
California
$19M -$5.34M -9 -23%
WJWM
174
Williams Jones Wealth Management
New York
$19M -$1.19M -2 -6%
7CM
175
7G Capital Management
New York
$19M – – –
5 6
7
8 9

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.