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Berkshire Hathaway Class A
BRK.A

1,070 hedge funds and large institutions have $71.1B invested in Berkshire Hathaway Class A in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 93 increasing their positions, 125 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 36

5% more funds holding in top 10

Funds holding in top 10: 125 → 131 (+6)

3% more funds holding

Funds holding: 1,037 → 1,070 (+33)

1% less capital invested

Capital invested by funds: $71.8B → $71.1B (-$660M)

26% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 125

64.02% less ownership

Funds ownership: 146.87% → 82.84% (-64%)

Holders
1,070
Holders Change
+33
Holders Change %
+3.18%
% of All Funds
14.08%
Holding in Top 10
131
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.8%
% of All Funds
1.72%
New
85
Increased
93
Reduced
125
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$205B
2
BWP
Baldwin Wealth Partners
Massachusetts
+$12.4B
3
CAM
Cidel Asset Management
Ontario, Canada
+$7.02B
4
3F
360 Financial
Minnesota
+$2.64B
5
Norges Bank
Norges Bank
Norway
+$586M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$479B
2
ECM
English Capital Management
Michigan
-$2.41B
3
Swedbank
Swedbank
Sweden
-$424M
4
CPA
Cardiff Park Advisors
California
-$343M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$213M
Name Holding Trade Value Shares
Change 		Change in
Stake
TNAM
1001
Terra Nova Asset Management
New York
$681K – – –
TCBWMS
1002
Texas Capital Bank Wealth Management Services
Texas
$681K – – –
TFP
1003
Tilia Fiduciary Partners
North Carolina
$681K – – –
TCCM
1004
Timber Creek Capital Management
Massachusetts
$681K – – –
TB
1005
Treynor Bancshares
Iowa
$681K – – –
TPWA
1006
TRUE Private Wealth Advisors
Oregon
$681K – – –
TCOV
1007
Trust Company of Vermont
Vermont
$681K – – –
TPI
1008
Trust Point Inc
Wisconsin
$681K – – –
UAM
1009
UAS Asset Management
New York
$681K – – –
UBV
1010
United Bank (Virginia)
Virginia
$681K – – –
VW
1011
Vance Wealth
California
$681K – – –
VAM
1012
Verity Asset Management
North Carolina
$681K – – –
VCM
1013
Versant Capital Management
Arizona
$681K – – –
VH
1014
Visionary Horizons
Tennessee
$681K – – –
VIP
1015
Vista Investment Partners
Oklahoma
$681K – – –
WC
1016
Waterloo Capital
Texas
$681K – – –
WPC
1017
Waters Parkerson & Co
Louisiana
$681K – – –
WA
1018
Wealth Alliance
New York
$681K – – –
WFS
1019
WealthGarden F.S.
California
$681K – – –
WF
1020
Welch & Forbes
Massachusetts
$681K – – –
WCM
1021
Westend Capital Management
California
$681K – – –
WPP
1022
Whalerock Point Partners
Rhode Island
$681K – – –
WIC
1023
Willis Investment Counsel
Georgia
$681K – – –
WCM
1024
Windsor Capital Management
Arizona
$681K – – –
WCAMG
1025
Woodard & Company Asset Management Group
North Carolina
$681K – – –
39 40
41
42 43

BRK.A Hedge Fund Activity: Q4 2024 in Review

1,070 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2024, worth a combined $71.1B — down 0.92% from $71.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BRK.A positions and 36 closed out — a net gain of 49 holders — while 93 added to existing stakes and 125 trimmed.

The largest buyer was M&T Bank, adding an estimated $205B. The largest seller was International Assets Investment Management, cutting an estimated $479B.

  • 1,070 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2024, up from 1,037 in Q3 2024.
  • Funds reported $71.1B of Berkshire Hathaway Class A stock for Q4 2024, down 0.92% quarter-over-quarter.
  • 85 funds opened new Berkshire Hathaway Class A positions in Q4 2024 and 36 closed out, a net change of +49 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2024 was M&T Bank, an estimated $205B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2024 was International Assets Investment Management, an estimated $479B sold.

Based on aggregated 13F filings for Q4 2024.