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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,366 hedge funds and large institutions have $77B invested in Berkshire Hathaway Class A in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 111 increasing their positions, 155 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,366
Holders Change
-10
Holders Change %
-0.73%
% of All Funds
18.31%
Holding in Top 10
143
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-13.86%
% of All Funds
1.92%
New
61
Increased
111
Reduced
155
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
Coldstream Capital Management
Washington
+$117M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$103M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$92.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$75.1M
5
First Manhattan
First Manhattan
New York
+$61.2M

Top Sellers

1
AOI
Auto-Owners Insurance
Michigan
-$6.88B
2
KAS
Kestra Advisory Services
Texas
-$2.4B
3
DSA
Davis Selected Advisers
Arizona
-$359M
4
Morgan Stanley
Morgan Stanley
New York
-$334M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
726
Stratos Wealth Advisors
Ohio
$2.19M – – –
AI
727
Atom Investors
Texas
$2.19M – – –
FIA
728
Foundations Investment Advisors
Arizona
$2.19M – – –
MWM
729
Maltin Wealth Management
New Jersey
$2.19M – – –
ZF
730
Zhang Financial
Michigan
$2.19M – – –
LOPW
731
Live Oak Private Wealth
North Carolina
$2.19M – – –
XF
732
XML Financial
Maryland
$2.19M – – –
WAOI
733
Wealth Advisors of Iowa
Iowa
$2.19M – – –
CPWM
734
Cypress Point Wealth Management
Texas
$2.19M – – –
HC
735
Hoese & Co
Minnesota
$2.19M – – –
CCA
736
Childress Capital Advisors
Texas
$2.19M – – –
OFG
737
Oxford Financial Group
Indiana
$2.19M +$729K +1 +50%
SF
738
Synovus Financial
Georgia
$2.19M +$729K +1 +50%
TTWM
739
TCV Trust & Wealth Management
Virginia
$2.19M +$729K +1 +50%
IWA
740
Icon Wealth Advisors
Texas
$2.19M +$1.46M +2 +200%
CWM
741
Calamos Wealth Management
Illinois
$2.19M +$1.46M +2 +200%
CWG
742
Crown Wealth Group
North Carolina
$2.19M +$2.19M +3 New
LIA
743
Limestone Investment Advisors
New York
$2.19M +$2.19M +3 New
ACS
744
Archford Capital Strategies
Illinois
$2.19M +$2.19M +3 New
WA
745
Waterford Advisors
New York
$2.19M +$2.19M +529,662 +26,483,100%
AIS
746
AM Investment Strategies
Tennessee
$2.19M -$1.46M -2 -40%
BFO
747
Boston Family Office
Massachusetts
$2.19M – – –
RMCM
748
Reynders McVeigh Capital Management
Massachusetts
$2.19M – – –
AAMC
749
Asset Allocation & Management Company
Illinois
$2.19M – – –
MFG
750
Mosaic Financial Group
Illinois
$2.19M – – –
28 29
30
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