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Berkshire Hathaway Class 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: 125131 (+6)

3% more funds holding

Funds holding: 1,0371,070 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NS
1076
NBC Securities
Alabama
-$32.5M -47 Closed
WWM
1077
Western Wealth Management
Colorado
-$12.4M -18 Closed
EIP
1078
Epoch Investment Partners
New York
-$11.1M -16 Closed
CWC
1079
Carolinas Wealth Consulting
North Carolina
-$8.99M -13 Closed
STA
1080
Summit Trail Advisors
New York
-$4.84M -7 Closed
CFM
1081
Capricorn Fund Managers
United Kingdom
-$3.46M -5 Closed
GCP
1082
GSA Capital Partners
United Kingdom
-$2.77M -4 Closed
HCM
1083
Helios Capital Management
Singapore
-$2.76M -4 Closed
RS
1084
Retirement Solution
Washington
-$2.07M -3 Closed
Assenagon Asset Management
1085
Assenagon Asset Management
Luxembourg
-$1.38M -2 Closed
BG
1086
Bollard Group
Massachusetts
-$1.38M -2 Closed
CICI
1087
Capital Investment Counsel Inc
North Carolina
-$1.38M -2 Closed
DWM
1088
Dorchester Wealth Management
Quebec, Canada
-$1.38M -2 Closed
LAM
1089
Lewis Asset Management
California
-$1.38M -2 Closed
RCWMU
1090
Rothschild & Co Wealth Management (UK)
United Kingdom
-$1.38M -2 Closed
SEEDPG
1091
S.E.E.D. Planning Group
New York
-$1.38M -2 Closed
TNA
1092
True North Advisors
Texas
-$1.38M -2 Closed
BSG
1093
Black Swift Group
Colorado
-$691K -1 Closed
CSPIA
1094
Cary Street Partners Investment Advisory
Virginia
-$691K -1 Closed
CC
1095
Copperleaf Capital
North Carolina
-$691K -1 Closed
DAS
1096
Diversify Advisory Services
Utah
-$693K -1 Closed
GGS
1097
Galvin Gaustad & Stein
Arizona
-$691K -1 Closed
IWS
1098
Insight Wealth Strategies
California
-$691K -1 Closed
JWM
1099
JGP Wealth Management
Oregon
-$691K -1 Closed
KIC
1100
Kensington Investment Counsel
California
-$691K -1 Closed

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.