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Berkshire Hathaway Class A

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
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
426
Lido Advisors
California
$6.39M +$1.6M +2 +33%
IWC
427
Integrated Wealth Concepts
Massachusetts
$6.39M +$5.59M +7 +700%
CastleKeep Investment Advisors
428
CastleKeep Investment Advisors
Connecticut
$6.39M +$6.39M +8 New
AIS
429
American Investment Services
Massachusetts
$6.39M +$6.39M +8 New
CAI
430
Capital Advisors Inc
Oklahoma
$6.39M +$6.39M +8 New
MF
431
Montis Financial
Massachusetts
$6.39M +$6.39M +8 New
AWM
432
Aprio Wealth Management
Georgia
$6.39M +$6.39M +8 New
CFA
433
Capstone Financial Advisors
Illinois
$6.39M +$6.39M +8 New
BWP
434
Balboa Wealth Partners
Arizona
$6.39M +$6.39M +8 New
Barclays
435
Barclays
United Kingdom
$6.39M
AWS
436
Arkfeld Wealth Strategies
Nebraska
$6.23M +$6.23M +8 New
DCM
437
Dimension Capital Management
Florida
$5.59M
BFA
438
Bragg Financial Advisors
North Carolina
$5.59M
GFP
439
Gryphon Financial Partners
Ohio
$5.59M +$3.19M +4 +133%
CRC
440
Curi RMB Capital
Illinois
$5.59M +$4.79M +6 +600%
GIA
441
Guyasuta Investment Advisors
Pennsylvania
$5.59M +$5.59M +7 New
BWM
442
Bernard Wealth Management
Michigan
$5.59M +$5.59M +7 New
GS
443
GTS Securities
New York
$5.59M -$14.4M -18 -72%
RSWM
444
Robertson Stephens Wealth Management
California
$5.59M -$1.6M -2 -22%
SI
445
Stephens Inc
Arkansas
$5.59M -$798K -1 -13%
PA
446
Parallel Advisors
California
$5.59M -$798K -1 -13%
AWS
447
Atria Wealth Solutions
New York
$5.59M -$798K -1 -13%
AAS
448
Avantax Advisory Services
Texas
$5.59M
PL
449
Parthenon LLC
Kentucky
$5.59M
BI
450
Bradyco Inc
Massachusetts
$5.59M