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Berkshire Hathaway Class A
BRK.A

1,070 hedge funds and large institutions have $71.1B invested in Berkshire Hathaway Class A in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 93 increasing their positions, 125 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 36

5% more funds holding in top 10

Funds holding in top 10: 125 → 131 (+6)

3% more funds holding

Funds holding: 1,037 → 1,070 (+33)

1% less capital invested

Capital invested by funds: $71.8B → $71.1B (-$660M)

26% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 125

64.02% less ownership

Funds ownership: 146.87% → 82.84% (-64%)

Holders
1,070
Holders Change
+33
Holders Change %
+3.18%
% of All Funds
14.08%
Holding in Top 10
131
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.8%
% of All Funds
1.72%
New
85
Increased
93
Reduced
125
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$205B
2
BWP
Baldwin Wealth Partners
Massachusetts
+$12.4B
3
CAM
Cidel Asset Management
Ontario, Canada
+$7.02B
4
3F
360 Financial
Minnesota
+$2.64B
5
Norges Bank
Norges Bank
Norway
+$586M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$479B
2
ECM
English Capital Management
Michigan
-$2.41B
3
Swedbank
Swedbank
Sweden
-$424M
4
CPA
Cardiff Park Advisors
California
-$343M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$213M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
226
Kestra Advisory Services
Texas
$13.6M -$693K -1 -5%
LA
227
LexAurum Advisors
Kansas
$13.6M -$693K -1 -5%
CIA
228
Concurrent Investment Advisors
Florida
$13.6M – – –
RhumbLine Advisers
229
RhumbLine Advisers
Massachusetts
$13.6M – – –
RRA
230
Round Rock Advisors
Connecticut
$13.6M – – –
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$13.6M +$13.9M +20 New
PNC
232
Park National Corp
Ohio
$12.9M -$693K -1 -5%
CFFP
233
Center for Financial Planning
Michigan
$12.9M – – –
NPT
234
National Philanthropic Trust
Pennsylvania
$12.9M – – –
PK
235
Pflug Koory
Nebraska
$12.9M – – –
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$12.9M +$693K +1 +6%
OWP
237
Obermeyer Wealth Partners
Colorado
$12.9M +$693K +1 +6%
SQA
238
Simon Quick Advisors
New Jersey
$12.9M +$693K +1 +6%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$12.9M +$1.39M +2 +12%
AAM
240
AR Asset Management
California
$12.3M – – –
T. Rowe Price Associates
241
T. Rowe Price Associates
Maryland
$12.3M – – –
AMCA
242
Arthur M. Cohen & Associates
Illinois
$12.3M – – –
GT
243
Greenleaf Trust
Michigan
$12.3M – – –
MWM
244
Modera Wealth Management
New Jersey
$12.3M +$693K +1 +6%
AF
245
Allworth Financial
California
$11.8M +$11.8M +17 New
WF
246
WoodTrust Financial
Wisconsin
$11.6M – – –
Citigroup
247
Citigroup
New York
$11.6M -$693K -1 -6%
CB
248
Commerce Bank
Missouri
$11.6M -$693K -1 -6%
HCM
249
Howland Capital Management
Massachusetts
$11.6M -$693K -1 -6%
AFIA
250
America First Investment Advisors
Nebraska
$11.6M – – –
8 9
10
11 12

BRK.A Hedge Fund Activity: Q4 2024 in Review

1,070 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2024, worth a combined $71.1B — down 0.92% from $71.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BRK.A positions and 36 closed out — a net gain of 49 holders — while 93 added to existing stakes and 125 trimmed.

The largest buyer was M&T Bank, adding an estimated $205B. The largest seller was International Assets Investment Management, cutting an estimated $479B.

  • 1,070 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2024, up from 1,037 in Q3 2024.
  • Funds reported $71.1B of Berkshire Hathaway Class A stock for Q4 2024, down 0.92% quarter-over-quarter.
  • 85 funds opened new Berkshire Hathaway Class A positions in Q4 2024 and 36 closed out, a net change of +49 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2024 was M&T Bank, an estimated $205B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2024 was International Assets Investment Management, an estimated $479B sold.

Based on aggregated 13F filings for Q4 2024.