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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 %
HWMG
601
Hurlow Wealth Management Group
Indiana
$2.04M – – –
MWM
602
Maltin Wealth Management
New Jersey
$2.04M – – –
BBNA
603
Bremer Bank National Association
Minnesota
$2.04M – – –
ZF
604
Zhang Financial
Michigan
$2.04M – – –
BONH
605
Bank of New Hampshire
New Hampshire
$2.04M – – –
CWP
606
Cyndeo Wealth Partners
Florida
$2.04M – – –
IPGDR
607
Investidor Profissional Gestao de Recursos
Brazil
$2.04M – – –
SC
608
Savant Capital
Illinois
$2.04M +$681K +1 +50%
FFA
609
Farther Finance Advisors
California
$2.04M +$681K +1 +50%
MWM
610
McMill Wealth Management
Nebraska
$2.04M +$2.04M +3 New
AIS
611
Accredited Investor Services
Minnesota
$2.04M +$2.04M +3 New
BW
612
BXM Wealth
Colorado
$2.04M +$2.04M +3 New
ALA
613
Atlas Legacy Advisors
California
$2.04M +$2.04M +3 New
SW
614
SMART Wealth
Nebraska
$2.04M +$2.04M +3 New
MQWP
615
Morey & Quinn Wealth Partners
Nebraska
$2.04M +$2.04M +3 New
BAM
616
Broyhill Asset Management
North Carolina
$2.04M +$2.04M +3 New
HWM
617
HFR Wealth Management
New York
$2.04M +$2.02M +297 +9,900%
WA
618
Waterford Advisors
New York
$2.04M +$2.04M +300 New
Acadian Asset Management
619
Acadian Asset Management
Massachusetts
$2.04M – – –
Janus Henderson Group
620
Janus Henderson Group
United Kingdom
$2.04M -$1.36M -2 -40%
Russell Investments Group
621
Russell Investments Group
United Kingdom
$2.04M -$3.4M -5 -63%
EAM
622
Erste Asset Management
Austria
$2.03M – – –
3F
623
360 Financial
Minnesota
$1.73M +$1.73M +3,813 +381,300%
LSWP
624
Liberty Square Wealth Partners
Pennsylvania
$1.44M +$1.44M +2 New
VCM
625
Vivaldi Capital Management
Illinois
$1.42M +$1.42M +2 New
23 24
25
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