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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
LWANC
176
Laurel Wealth Advisors (North Carolina)
North Carolina
$19M – – –
SYBT
177
Stock Yards Bank & Trust
Kentucky
$19M +$1.78M +3 +11%
AZ
178
Aquamarine Zurich
Switzerland
$19M – – –
HIC
179
Harvey Investment Company
Kentucky
$19M – – –
Bessemer Group
180
Bessemer Group
New Jersey
$18.4M -$5.94M -10 -26%
MCCA
181
Mill Creek Capital Advisors
Pennsylvania
$18.4M – – –
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$18.4M +$594K +1 +4%
SCP
183
Silverleafe Capital Partners
Tennessee
$17.8M – – –
SW
184
SVB Wealth
Massachusetts
$17.8M +$3.56M +6 +27%
MFIM
185
Mesirow Financial Investment Management
Illinois
$17.8M +$11.9M +20 +250%
WA
186
Waverly Advisors
Alabama
$17.8M +$15.4M +26 +1,300%
Cerity Partners
187
Cerity Partners
New York
$17.7M +$2.38M +4 +17%
CIA
188
Choate Investment Advisors
Massachusetts
$17.1M – – –
RFC
189
Regions Financial Corp
Alabama
$17.1M – – –
PAI
190
Pittenger & Anderson Inc
Nebraska
$16.8M -$594K -1 -3%
CFG
191
Citizens Financial Group
Rhode Island
$16.5M – – –
Comerica Bank
192
Comerica Bank
Texas
$16.5M – – –
HWM
193
HB Wealth Management
Georgia
$16.5M – – –
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$15.9M -$594K -1 -4%
PMG
195
Private Management Group
California
$15.9M – – –
RJFSA
196
Raymond James Financial Services Advisors
Florida
$15.9M – – –
SC
197
Sapient Capital
Indiana
$15.9M – – –
COI
198
Connable Office Inc
Michigan
$15.9M +$14.8M +25 New
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$15.9M – – –
AQR Capital Management
200
AQR Capital Management
Connecticut
$15.2M – – –
6 7
8
9 10

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.