BRK.A icon

Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,025 hedge funds and large institutions have $64.2B invested in Berkshire Hathaway Class A in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 76 increasing their positions, 111 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
14.86%
Holding in Top 10
130
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.44%
% of All Funds
1.88%
New
61
Increased
76
Reduced
111
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Norges Bank
Norges Bank
Norway
$3.81B
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$614M
3
Corient Private Wealth
Corient Private Wealth
Florida
$180M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$134M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$75.5M

Top Sellers

1
First Manhattan
First Manhattan
New York
$9.71B
2
Morgan Stanley
Morgan Stanley
New York
$733M
3
Swedbank
Swedbank
Sweden
$0
4
UB
UMB Bank
Missouri
$168M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
$1.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
201
AQR Capital Management
Connecticut
$15.2M – – –
RhumbLine Advisers
202
RhumbLine Advisers
Massachusetts
$14.6M – – –
LKIM
203
Lawson Kroeker Investment Management
Nebraska
$14.6M – – –
AP
204
Arlington Partners
Alabama
$14.6M – – –
KAS
205
Kestra Advisory Services
Texas
$14.6M – – –
SAM
206
Soditic Asset Management
United Kingdom
$14M -$14M -22 -50%
M2MC
207
Matthew 25 Management Corp
Pennsylvania
$14M -$1.27M -2 -8%
JIC
208
JRM Investment Counsel
Nebraska
$14M – – –
CFB
209
Cullen/Frost Bankers
Texas
$14M – – –
TYCC
210
Texas Yale Capital Corp
Florida
$14M – – –
ACM
211
Ashford Capital Management
Delaware
$14M – – –
BT
212
Brandywine Trust
Delaware
$14M – – –
LA
213
LexAurum Advisors
Kansas
$13.3M – – –
ZIG
214
Zuckerman Investment Group
Illinois
$13.3M – – –
GC
215
Gibson Capital
Pennsylvania
$13.3M – – –
CIA
216
Concurrent Investment Advisors
Florida
$13.3M – – –
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$13.3M +$10.8M +17 +425%
ST
218
Smithfield Trust
Pennsylvania
$13.3M – – –
LA
219
LM Advisors
California
$12.7M +$5.71M +9 +82%
PNC
220
Park National Corp
Ohio
$12.7M – – –
RRA
221
Round Rock Advisors
Connecticut
$12.7M – – –
OWP
222
Obermeyer Wealth Partners
Colorado
$12.1M – – –
PK
223
Pflug Koory
Nebraska
$12.1M – – –
CFFP
224
Center for Financial Planning
Michigan
$12.1M – – –
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$12.1M +$634K +1 +6%
7 8
9
10 11