We are live on ! Find out more
BRK.A icon

Berkshire Hathaway Class A
BRK.A

1,382 hedge funds and large institutions have $77.1B invested in Berkshire Hathaway Class A in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 111 increasing their positions, 155 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

182.53% more ownership

Funds ownership: 23.76% → 206.29% (+183%)

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

1% less funds holding

Funds holding: 1,392 → 1,382 (-10)

12% less capital invested

Capital invested by funds: $88B → $77.1B (-$10.9B)

14% less funds holding in top 10

Funds holding in top 10: 170 → 147 (-23)

28% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 155

Holders
1,382
Holders Change
-10
Holders Change %
-0.72%
% of All Funds
18.2%
Holding in Top 10
147
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-13.53%
% of All Funds
1.94%
New
60
Increased
111
Reduced
155
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Waterford Advisors
New York
+$403B
2
VC
Vestor Capital
Illinois
+$305B
3
MWM
Modern Wealth Management
Kansas
+$50.3B
4
WF
WoodTrust Financial
Wisconsin
+$7.43B
5
Norges Bank
Norges Bank
Norway
+$364M

Top Sellers

Rank Fund Capital Flow
1
AOI
Auto-Owners Insurance
Michigan
-$7.19B
2
KAS
Kestra Advisory Services
Texas
-$2.51B
3
VCP
Vista Capital Partners
Oregon
-$548M
4
DSA
Davis Selected Advisers
Arizona
-$376M
5
Morgan Stanley
Morgan Stanley
New York
-$349M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
976
Scott Capital Advisors
Oregon
$1.44M – – –
PWP
977
Phillips Wealth Planners
Mississippi
$1.43M – – –
IP
978
Ignite Planners
California
$1.42M – – –
SIG
979
Sargent Investment Group
Maryland
$1.41M – – –
NWAG
980
Net Worth Advisory Group
Utah
$814K – – –
FAM
981
Formidable Asset Management
Ohio
$798K – – –
POIA
982
Pin Oak Investment Advisors
Texas
$798K +$762K +1 New
CAG
983
Csenge Advisory Group
Florida
$757K – – –
Russell Investments Group
984
Russell Investments Group
United Kingdom
$731K -$3.05M -4 -80%
AIIMS
985
Analyst IMS Investment Management Services
Israel
$729K – – –
AP
986
Appleton Partners
Massachusetts
$729K – – –
AWA
987
Arete Wealth Advisors
Illinois
$729K – – –
CAL
988
Capital Advisors Ltd
Ohio
$729K – – –
CWM
989
Cordatus Wealth Management
Pennsylvania
$729K – – –
HC
990
Hendley & Co
Ohio
$729K – – –
LWM
991
Latko Wealth Management
Illinois
$729K – – –
LCM
992
LVM Capital Management
Michigan
$729K – – –
PAS
993
Park Avenue Securities
New York
$729K – – –
PFS
994
Physicians Financial Services
North Carolina
$729K – – –
PAS
995
Professional Advisory Services
Florida
$729K – – –
SAM
996
Shikiar Asset Management
New York
$729K – – –
SCM
997
Stonebridge Capital Management
California
$729K – – –
TCOK
998
Trust Company of Kansas
Kansas
$729K – – –
VDI
999
Vaughan David Investments
Illinois
$729K – – –
WDA
1000
Wendell David Associates
New Hampshire
$729K – – –
38 39
40
41 42

BRK.A Hedge Fund Activity: Q2 2025 in Review

1,382 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2025, worth a combined $77.1B — down 12% from $88B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BRK.A positions and 42 closed out — a net gain of 18 holders — while 111 added to existing stakes and 155 trimmed.

The largest buyer was Waterford Advisors, adding an estimated $403B. The largest seller was Auto-Owners Insurance, cutting an estimated $7.19B.

  • 1,382 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2025, down from 1,392 in Q1 2025.
  • Funds reported $77.1B of Berkshire Hathaway Class A stock for Q2 2025, down 12% quarter-over-quarter.
  • 60 funds opened new Berkshire Hathaway Class A positions in Q2 2025 and 42 closed out, a net change of +18 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2025 was Waterford Advisors, an estimated $403B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2025 was Auto-Owners Insurance, an estimated $7.19B sold.

Based on aggregated 13F filings for Q2 2025.