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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
XSC
1001
X-Square Capital
Puerto Rico
$729K – – –
HIMC
1002
Heritage Investors Management Corp
Maryland
$729K +$762K +1 New
MML Investors Services
1003
MML Investors Services
Massachusetts
$729K +$762K +1 New
PFA
1004
Presper Financial Architects
Ohio
$729K +$762K +1 New
DWM
1005
Drive Wealth Management
Utah
$729K -$16M -21 -95%
CA
1006
Continuum Advisory
Idaho
$729K -$6.09M -8 -89%
AIS
1007
American Investment Services
Massachusetts
$729K -$5.33M -7 -88%
BA
1008
Bristlecone Advisors
Washington
$729K -$2.29M -3 -75%
CIA
1009
Capital Investment Advisors
Georgia
$729K -$1.52M -2 -67%
IPGDR
1010
Investidor Profissional Gestao de Recursos
Brazil
$729K -$1.52M -2 -67%
BB
1011
Busey Bank
Illinois
$729K -$762K -1 -50%
FFM
1012
Flagstone Financial Management
Nebraska
$729K -$762K -1 -50%
ITB
1013
Idaho Trust Bank
Idaho
$729K -$762K -1 -50%
MAM
1014
Milestone Asset Management
Pennsylvania
$729K -$762K -1 -50%
PPWM
1015
Perissos Private Wealth Management
Oklahoma
$729K -$762K -1 -50%
PI
1016
PFG Investments
New York
$729K -$762K -1 -50%
RA
1017
Rational Advisors
New York
$729K -$762K -1 -50%
SC
1018
Schoolcraft Capital
Colorado
$729K -$762K -1 -50%
SGWM
1019
Sterling Group Wealth Management
California
$729K -$762K -1 -50%
SL
1020
Summitry LLC
California
$729K -$762K -1 -50%
1IA
1021
1834 Investment Advisors
Wisconsin
$729K – – –
5SA
1022
5th Street Advisors
Connecticut
$729K – – –
AWM
1023
AAF Wealth Management
Massachusetts
$729K – – –
AWM
1024
Abound Wealth Management
Tennessee
$729K – – –
AFAS
1025
Acorn Financial Advisory Services
Virginia
$729K – – –
39 40
41
42 43

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.