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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 %
WA
801
Wealth Alliance
New York
$691K – – –
SAM
802
Secure Asset Management
Michigan
$691K – – –
CWM
803
Chronos Wealth Management
Florida
$691K – – –
CC
804
Copperleaf Capital
North Carolina
$691K – – –
3F
805
360 Financial
Minnesota
$691K – – –
TCBWMS
806
Texas Capital Bank Wealth Management Services
Texas
$691K – – –
CWA
807
Capital Wealth Alliance
Arizona
$691K – – –
RWB
808
RMR Wealth Builders
New Jersey
$691K – – –
AIFAIM
809
American Institute for Advanced Investment Management
Arizona
$691K – – –
CTFG
810
Capstone Triton Financial Group
Oklahoma
$691K – – –
NIA
811
NIA Impact Advisors
California
$691K – – –
NAG
812
Northstar Advisory Group
New Jersey
$691K – – –
CWP
813
Concord Wealth Partners
Virginia
$691K – – –
SFA
814
Source Financial Advisors
New York
$691K – – –
JWM
815
Jeppson Wealth Management
California
$691K – – –
GGS
816
Galvin Gaustad & Stein
Arizona
$691K – – –
LAI
817
Legal Advantage Investments
California
$691K – – –
HBCM
818
Heron Bay Capital Management
Michigan
$691K – – –
AFS
819
Annapolis Financial Services
Maryland
$691K – – –
KCPG
820
Kavar Capital Partners Group
Kansas
$691K – – –
CBT
821
CoreFirst Bank & Trust
Kansas
$691K – – –
OFA
822
Oak Family Advisors
Illinois
$691K – – –
LSWM
823
Lorne Steinberg Wealth Management
Canada
$691K – – –
MFA
824
Mayflower Financial Advisors
Massachusetts
$691K – – –
CGPCS
825
Capital Group Private Client Services
California
$691K – – –
31 32
33
34 35