BRK.A icon

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 %
CSPIA
776
Cary Street Partners Investment Advisory
Virginia
$691K – – –
AWA
777
Artemis Wealth Advisors
New York
$691K – – –
LSPW
778
Lake Street Private Wealth
Illinois
$691K – – –
GVAG
779
Great Valley Advisor Group
Delaware
$691K – – –
FA
780
Fortis Advisors
Pennsylvania
$691K – – –
BSG
781
Black Swift Group
Colorado
$691K – – –
PGWM
782
Parisi Gray Wealth Management
New Jersey
$691K – – –
AWM
783
AAF Wealth Management
Massachusetts
$691K – – –
PAM
784
Pegasus Asset Management
New York
$691K – – –
WC
785
Waterloo Capital
Texas
$691K – – –
CPC
786
Congress Park Capital
New York
$691K – – –
DBRC
787
D.B. Root & Company
Pennsylvania
$691K – – –
CAC
788
Certified Advisory Corp
Florida
$691K – – –
MOS
789
MGO One Seven
Ohio
$691K – – –
CI
790
CX Institutional
Indiana
$691K – – –
IWC
791
Integrated Wealth Concepts
Massachusetts
$691K – – –
VCM
792
Versant Capital Management
Arizona
$691K – – –
JWM
793
JGP Wealth Management
Oregon
$691K – – –
IWS
794
Insight Wealth Strategies
California
$691K – – –
SIA
795
Strategic Investment Advisors
Michigan
$691K – – –
JWM
796
JFG Wealth Management
Colorado
$691K – – –
CGFA
797
Colton Groome Financial Advisors
North Carolina
$691K – – –
MAS
798
Meeder Advisory Services
Ohio
$691K – – –
PBC
799
Pavion Blue Capital
California
$691K – – –
RZH
800
Relyea Zuckerberg Hanson
Connecticut
$691K – – –
30 31
32
33 34