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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,060 hedge funds and large institutions have $71B invested in Berkshire Hathaway Class A in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
+31
Holders Change %
+3.01%
% of All Funds
14.11%
Holding in Top 10
128
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.23%
% of All Funds
1.7%
New
83
Increased
91
Reduced
124
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FT
Fiduciary Trust
Massachusetts
+$432M
2
UBS Group
UBS Group
Switzerland
+$172M
3
M&T Bank
M&T Bank
New York
+$163M
4
AACR
ACR Alpine Capital Research
Missouri
+$101M
5
First Manhattan
First Manhattan
New York
+$76.3M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$467B
2
ECM
English Capital Management
Michigan
-$2.37B
3
Swedbank
Swedbank
Sweden
-$417M
4
CPA
Cardiff Park Advisors
California
-$337M
5
VF
Virtu Financial
New York
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
326
Courant Investment Management
Tennessee
$6.81M – – –
CWM
327
Congress Wealth Management
Massachusetts
$6.81M – – –
NC
328
Naman Capital
Brazil
$6.81M – – –
CCWM
329
Cassaday & Co Wealth Management
Virginia
$6.81M – – –
NFG
330
Nations Financial Group
Iowa
$6.81M +$681K +1 +11%
CG
331
Caprock Group
Idaho
$6.81M +$681K +1 +11%
FWCM
332
Ferguson Wellman Capital Management
Oregon
$6.81M +$2.72M +4 +67%
CDIEC
333
Crédit Industriel et Commercial
France
$6.81M +$6.81M +10 New
S
334
Sunpointe
Missouri
$6.81M +$6.81M +10 New
LA
335
LM Advisors
California
$6.81M -$681K -1 -9%
SC
336
Sierra Capital
Florida
$6.81M – – –
CIBC World Market
337
CIBC World Market
Ontario, Canada
$6.81M +$681K +1 +11%
EFS
338
Essex Financial Services
Connecticut
$6.13M -$681K -1 -10%
WKWM
339
Walter & Keenan Wealth Management
Indiana
$6.13M – – –
KFC
340
Klingenstein Fields & Co
New York
$6.13M – – –
MJRIC
341
Mogy Joel R Investment Counsel
California
$6.13M – – –
Envestnet Asset Management
342
Envestnet Asset Management
Illinois
$6.13M – – –
GAM
343
Gotham Asset Management
New York
$6.13M – – –
VVP
344
Venture Visionary Partners
Ohio
$6.13M – – –
MGIA
345
Moneta Group Investment Advisors
Missouri
$6.13M – – –
WC
346
Weil Company
California
$6.13M – – –
CSIC
347
Clifford Swan Investment Counsel
California
$6.13M – – –
SMH
348
Sanders Morris Harris
Texas
$6.13M – – –
BA
349
Birinyi Associates
Connecticut
$6.13M – – –
OC
350
Oppenheimer & Co
New York
$6.13M +$1.36M +2 +29%
12 13
14
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