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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$21.2B
First Manhattan
2
First Manhattan
New York
$9.71B -$1.08B -1,818 -11%
Norges Bank
3
Norges Bank
Norway
$3.81B +$426M +718 +14%
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$1.35B -$169M -285 -12%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.2B -$62.4M -105 -5%
DSA
6
Davis Selected Advisers
Arizona
$1.17B -$20.8M -35 -2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.15B +$7.72M +13 +0.7%
EHC
8
Everett Harris & Co
California
$899M -$1.78M -3 -0.2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$778M -$16.6M -28 -2%
Morgan Stanley
10
Morgan Stanley
New York
$733M -$711M -1,197 -51%
HTI
11
Hikari Tsushin Inc
Japan
$715M
MG
12
Markel Group
Virginia
$707M
PA
13
Paralel Advisors
Colorado
$652M
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$614M +$382M +643 +198%
US Bancorp
15
US Bancorp
Minnesota
$588M -$42.8M -72 -7%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$586M +$594K +1 +0.1%
BlackRock
17
BlackRock
New York
$556M
Bank of America
18
Bank of America
North Carolina
$535M -$4.16M -7 -0.8%
GHCMRT
19
Graham Holdings Co Master Retirement Trust
Virginia
$526M
HP
20
Hikari Power
Japan
$497M
WT
21
Wellcome Trust
United Kingdom
$482M
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$436M +$22M +37 +6%
TBC
23
Tweedy, Browne Co
Connecticut
$420M
ClearBridge Investments
24
ClearBridge Investments
New York
$384M -$594K -1 -0.2%
BIM
25
Baldwin Investment Management
Pennsylvania
$356M -$2.97M -5 -0.9%

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.