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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,060 hedge funds and large institutions have $71B invested in Berkshire Hathaway Class A in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
+31
Holders Change %
+3.01%
% of All Funds
14.11%
Holding in Top 10
128
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.23%
% of All Funds
1.7%
New
83
Increased
91
Reduced
124
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FT
Fiduciary Trust
Massachusetts
$439M
2
UBS Group
UBS Group
Switzerland
$269M
3
M&T Bank
M&T Bank
New York
$163M
4
AACR
ACR Alpine Capital Research
Missouri
$101M
5
First Manhattan
First Manhattan
New York
$10.1B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$676K
2
ECM
English Capital Management
Michigan
$4.09M
3
Swedbank
Swedbank
Sweden
$17M
4
CPA
Cardiff Park Advisors
California
$4.09M
5
VF
Virtu Financial
New York
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFW
1051
Noble Family Wealth
Florida
$678K – – –
Schroder Investment Management Group
1052
Schroder Investment Management Group
United Kingdom
$678K – – –
PAS
1053
Professional Advisory Services
Florida
$678K – – –
IAIM
1054
International Assets Investment Management
Florida
$676K -$467B -691,179 -100%
BF
1055
BOK Financial
Oklahoma
$663K – – –
AWM
1056
Accurate Wealth Management
Florida
$663K – – –
EWM
1057
Evergreen Wealth Management
Michigan
$407K – – –
WS
1058
Wedbush Securities
California
$405K -$81K -1 -17%
SBF
1059
Sara-Bay Financial
Florida
$352K +$45.2K +100 +15%
FDCDDQ
1060
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.81K – – –
JWCA
1061
J.W. Coons Advisors
Ohio
– -$1.38M -200 Closed
MFS
1062
Mirabella Financial Services
United Kingdom
– -$77.4M -112 Closed
BWA
1063
BlueChip Wealth Advisors
Georgia
– -$691K -100 Closed
MIFH
1064
Migdal Insurance & Financial Holdings
Israel
– -$48.4M -70 Closed
SSCM
1065
Summit Street Capital Management
New York
– -$40.1M -58 Closed
NS
1066
NBC Securities
Alabama
– -$32.5M -47 Closed
WWM
1067
Western Wealth Management
Colorado
– -$12.4M -18 Closed
EIP
1068
Epoch Investment Partners
New York
– -$11.1M -16 Closed
CWC
1069
Carolinas Wealth Consulting
North Carolina
– -$8.99M -13 Closed
STA
1070
Summit Trail Advisors
New York
– -$4.84M -7 Closed
CFM
1071
Capricorn Fund Managers
United Kingdom
– -$3.46M -5 Closed
GCP
1072
GSA Capital Partners
United Kingdom
– -$2.77M -4 Closed
HCM
1073
Helios Capital Management
Singapore
– -$2.76M -4 Closed
RS
1074
Retirement Solution
Washington
– -$2.07M -3 Closed
BG
1075
Bollard Group
Massachusetts
– -$1.38M -2 Closed
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