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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,376 hedge funds and large institutions have $80.3B invested in Berkshire Hathaway Class A in 2025 Q1 according to their latest regulatory filings, with 372 funds opening new positions, 136 increasing their positions, 161 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,376
Holders Change
+316
Holders Change %
+29.81%
% of All Funds
18.69%
Holding in Top 10
166
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+29.69%
% of All Funds
2.25%
New
372
Increased
136
Reduced
161
Closed
43
Calls
–
Puts
$798K
Net Calls
-$798K
Net Calls Change
-$798K

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$3.62B
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$546M
3
BIM
Baldwin Investment Management
Pennsylvania
+$444M
4
Mariner
Mariner
Kansas
+$191M
5
Creative Planning
Creative Planning
Kansas
+$152M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$236B
2
CAM
Cidel Asset Management
Ontario, Canada
-$8.1B
3
Corient Private Wealth
Corient Private Wealth
Florida
-$6.85B
4
CAM
CPA Asset Management
Florida
-$1.27B
5
First Manhattan
First Manhattan
New York
-$438M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
226
Gibson Capital
Pennsylvania
$16.8M – – –
AWM
227
Apollon Wealth Management
South Carolina
$16.8M +$5.59M +7 +50%
ST
228
Smithfield Trust
Pennsylvania
$16.8M – – –
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$16.2M +$808K +1 +5%
MWM
230
Modera Wealth Management
New Jersey
$16M +$1.6M +2 +11%
CA
231
Clearstead Advisors
Ohio
$16M +$12M +15 +300%
Swedbank
232
Swedbank
Sweden
$16M -$3.99M -5 -20%
LKIM
233
Lawson Kroeker Investment Management
Nebraska
$16M -$1.6M -2 -9%
RRA
234
Round Rock Advisors
Connecticut
$16M – – –
LA
235
LexAurum Advisors
Kansas
$16M – – –
PWAM
236
Private Wealth Asset Management
Iowa
$16M +$16M +20 New
GFP
237
Guardian Financial Partners
California
$16M +$16M +20 New
CIC
238
Carnegie Investment Counsel
Ohio
$15.8M +$8.29M +11 +110%
CVM
239
Cheviot Value Management
California
$15.4M +$15.4M +20 New
PAG
240
Private Advisor Group
New Jersey
$15.2M +$3.19M +4 +27%
CFFP
241
Center for Financial Planning
Michigan
$15.2M – – –
JWA
242
JFS Wealth Advisors
Pennsylvania
$15.2M +$15.2M +19 New
GT
243
Glenmede Trust
Pennsylvania
$15.2M -$1.6M -2 -10%
OWP
244
Obermeyer Wealth Partners
Colorado
$15.2M – – –
PNC
245
Park National Corp
Ohio
$15.2M – – –
SQA
246
Simon Quick Advisors
New Jersey
$15.2M – – –
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$15.2M – – –
SHGA
248
Sand Hill Global Advisors
California
$15.2M +$15.2M +19 New
T. Rowe Price Associates
249
T. Rowe Price Associates
Maryland
$14.4M – – –
AAM
250
AR Asset Management
California
$14.4M – – –
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