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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 %
FFM
751
Flagstone Financial Management
Nebraska
$1.36M – – –
CFG
752
Clayton Financial Group
Missouri
$1.36M – – –
BWIA
753
Bryant Woods Investment Advisors
New York
$1.36M – – –
SW
754
StrongBox Wealth
Missouri
$1.36M – – –
BHBT
755
Burke & Herbert Bank & Trust
Virginia
$1.36M – – –
JWM
756
JFG Wealth Management
Colorado
$1.36M +$681K +1 +100%
EWA
757
Evolution Wealth Advisors
Florida
$1.36M +$681K +1 +100%
FIA
758
Foundations Investment Advisors
Arizona
$1.36M +$1.36M +2 New
FPAS
759
Focus Partners Advisor Solutions
Missouri
$1.36M +$1.36M +2 New
NBWM
760
North Berkeley Wealth Management
California
$1.36M +$1.36M +2 New
WA
761
Wealthstar Advisors
Texas
$1.36M +$1.36M +2 New
CSS
762
Cubist Systematic Strategies
Connecticut
$1.36M +$1.36M +2 New
FFS
763
Fischer Financial Services
Pennsylvania
$1.36M +$1.36M +2 New
DWP
764
Destiny Wealth Partners
Florida
$1.36M +$1.36M +2 New
WCM
765
Weaver Capital Management
Georgia
$1.36M +$1.36M +200 New
HFM
766
Harvest Fund Management
China
$1.36M – – –
AWA
767
Arete Wealth Advisors
Illinois
$1.36M +$13.5K +1 +1%
GPFA
768
Game Plan Financial Advisors
Ohio
$1.36M +$1.36M +200 New
FLI
769
Family Legacy Inc
South Carolina
$1.36M – – –
SIG
770
Sargent Investment Group
Maryland
$1.33M – – –
SCA
771
Scott Capital Advisors
Oregon
$1.33M – – –
PWP
772
Phillips Wealth Planners
Mississippi
$1.33M – – –
NWAG
773
Net Worth Advisory Group
Utah
$761K – – –
BFS
774
BridgePort Financial Solutions
Iowa
$753K +$753K +1 New
CA
775
Cornerstone Advisory
Maryland
$719K +$719K +1 New
29 30
31
32 33