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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
WIA
1051
Wealthedge Investment Advisors
New York
$681K +$693K +1 New
PS
1052
Pinney & Scofield
Massachusetts
$681K +$69.3M +100 New
Bank Julius Baer & Co
1053
Bank Julius Baer & Co
Switzerland
$681K – – –
BGC
1054
Beutel, Goodman & Co
Ontario, Canada
$680K – – –
HFS
1055
HBC Financial Services
Washington
$680K – – –
Lazard Asset Management
1056
Lazard Asset Management
New York
$680K – – –
TFS
1057
Thoroughbred Financial Services
Tennessee
$680K – – –
FFH
1058
Fairfax Financial Holdings
Ontario, Canada
$680K – – –
TWC
1059
TD Waterhouse Canada
Ontario, Canada
$680K – – –
NFW
1060
Noble Family Wealth
Florida
$678K – – –
Schroder Investment Management Group
1061
Schroder Investment Management Group
United Kingdom
$678K – – –
PAS
1062
Professional Advisory Services
Florida
$678K – – –
IAIM
1063
International Assets Investment Management
Florida
$676K -$479B -691,179 -100%
AWM
1064
Accurate Wealth Management
Florida
$663K – – –
BF
1065
BOK Financial
Oklahoma
$663K – – –
EHAM
1066
Eagle Harbor Asset Management
Washington
$461K – – –
EWM
1067
Evergreen Wealth Management
Michigan
$407K – – –
WS
1068
Wedbush Securities
California
$405K -$693K -1 -17%
SBF
1069
Sara-Bay Financial
Florida
$352K +$69.3M +100 +15%
FDCDDQ
1070
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.81K – – –
JWCA
1071
J.W. Coons Advisors
Ohio
– -$1.38M -200 Closed
MFS
1072
Mirabella Financial Services
United Kingdom
– -$77.4M -112 Closed
BWA
1073
BlueChip Wealth Advisors
Georgia
– -$691K -100 Closed
MIFH
1074
Migdal Insurance & Financial Holdings
Israel
– -$48.4M -70 Closed
SSCM
1075
Summit Street Capital Management
New York
– -$40.1M -58 Closed
41 42
43
44 45

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.