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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,029 hedge funds and large institutions have $65.6B invested in Berkshire Hathaway Class A in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
+6
Holders Change %
+0.59%
% of All Funds
14.88%
Holding in Top 10
124
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.48%
% of All Funds
1.79%
New
51
Increased
83
Reduced
122
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
Virtu Financial
New York
+$431M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$200M
3
RW
Rede Wealth
Virginia
+$146M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$95.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$73.3M

Top Sellers

1
CAM
Cidel Asset Management
Ontario, Canada
-$6.75B
2
WAOI
Wealth Advisors of Iowa
Iowa
-$2.47B
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$487M
4
BIM
Baldwin Investment Management
Pennsylvania
-$342M
5
First Manhattan
First Manhattan
New York
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEEDPG
701
S.E.E.D. Planning Group
New York
$1.38M – – –
CFS
702
CRA Financial Services
New Jersey
$1.38M – – –
SIG
703
Sargent Investment Group
Maryland
$1.38M – – –
BMA
704
Brooks Moore & Associates
Tennessee
$1.38M – – –
WCM
705
WealthBridge Capital Management
Ohio
$1.38M – – –
HI
706
Human Investing
Oregon
$1.38M – – –
SRC
707
Sage Rhino Capital
California
$1.38M – – –
LC
708
Lindbrook Capital
California
$1.38M – – –
RCWMU
709
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.38M – – –
SVWAG
710
Sound View Wealth Advisors Group
Georgia
$1.38M – – –
BAM
711
Bosun Asset Management
Illinois
$1.38M – – –
GL
712
Graypoint LLC
New York
$1.38M – – –
KFI
713
Key Financial Inc
Pennsylvania
$1.38M – – –
RPWA
714
Regent Peak Wealth Advisors
Georgia
$1.38M – – –
WQ
715
Wealth Quarterback
New Jersey
$1.38M – – –
SW
716
StrongBox Wealth
Missouri
$1.38M – – –
SFG
717
Snider Financial Group
Washington
$1.38M – – –
ICP
718
Interchange Capital Partners
Pennsylvania
$1.38M – – –
TFA
719
Tranquilli Financial Advisor
New Jersey
$1.38M – – –
SGWM
720
Sterling Group Wealth Management
California
$1.38M – – –
CWA
721
Cornerstone Wealth Advisors
Minnesota
$1.38M – – –
SCA
722
Scott Capital Advisors
Oregon
$1.38M – – –
AWM
723
Abound Wealth Management
Tennessee
$1.38M – – –
CCMI
724
Creative Capital Management Investments
California
$1.38M – – –
RW
725
Regimen Wealth
Georgia
$1.38M – – –
27 28
29
30 31