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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
EWM
301
Evercore Wealth Management
New York
$8.17M -$693K -1 -8%
BG
302
Bahl & Gaynor
Ohio
$8.17M – – –
CCM
303
Compass Capital Management
Minnesota
$8.17M – – –
CPIA
304
Cornell Pochily Investment Advisors
New York
$8.17M – – –
FMTC
305
Farmers & Merchants Trust Company
California
$8.17M – – –
KP
306
Keel Point
Alabama
$8.17M – – –
MJP
307
Michael J. Puzo
$8.17M – – –
PCGDR
308
Pangea Capital Gestao de Recursos
$8.17M – – –
PSFG
309
Prairie Sky Financial Group
Illinois
$8.17M – – –
BWP
310
Baldwin Wealth Partners
Massachusetts
$8.1M +$12.4B +17,879 +1,787,900%
AA
311
Aire Advisors
California
$7.49M – – –
AWA
312
Arkadios Wealth Advisors
Georgia
$7.49M – – –
CFG
313
Citizens Financial Group
Rhode Island
$7.49M – – –
HNB
314
Huntington National Bank
Ohio
$7.49M – – –
MA
315
Montag & Associates
Georgia
$7.49M – – –
NAMM
316
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.49M – – –
RWP
317
RWA Wealth Partners
Massachusetts
$7.49M – – –
SC
318
Schulhoff & Co
Ohio
$7.49M – – –
SCM
319
Sterling Capital Management
North Carolina
$7.49M – – –
VWMG
320
Virginia Wealth Management Group
Virginia
$7.49M – – –
Creative Planning
321
Creative Planning
Kansas
$7.49M +$2.77M +4 +57%
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.81M -$693K -1 -9%
AIM
323
Allen Investment Management
New York
$6.81M – – –
AL
324
Aspiriant LLC
California
$6.81M – – –
ACGA
325
Atlanta Consulting Group Advisors
Georgia
$6.81M – – –
11 12
13
14 15

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.