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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
WA
1326
Wealth Alliance
New York
$729K – – –
WIA
1327
Wealthedge Investment Advisors
New York
$729K – – –
WPA
1328
Wealth Preservation Advisors
Tennessee
$729K – – –
WI
1329
Wedgewood Investors
Pennsylvania
$729K – – –
WF
1330
Welch & Forbes
Massachusetts
$729K – – –
WRPWM
1331
Werba Rubin Papier Wealth Management
California
$729K – – –
WCM
1332
Westend Capital Management
California
$729K – – –
WWM
1333
Western Wealth Management
Colorado
$729K – – –
WFA
1334
West Financial Advisors
Iowa
$729K – – –
WPP
1335
Whalerock Point Partners
Rhode Island
$729K – – –
WFG
1336
Wills Financial Group
Virginia
$729K – – –
WCM
1337
Windsor Capital Management
Arizona
$729K – – –
WCAMG
1338
Woodard & Company Asset Management Group
North Carolina
$729K – – –
WFMPM
1339
Woodley Farra Manion Portfolio Management
Indiana
$729K – – –
XWM
1340
Xcel Wealth Management
Florida
$729K – – –
AWM
1341
Act Wealth Management
Texas
$729K +$762K +1 New
AC
1342
AlphaCore Capital
California
$729K +$762K +1 New
AFO
1343
Arrowroot Family Office
California
$729K +$762K +1 New
AP
1344
Atwood & Palmer
Missouri
$729K +$762K +1 New
CAMV
1345
Concord Asset Management (Virginia)
Virginia
$729K +$762K +1 New
EFG
1346
Everhart Financial Group
Ohio
$729K +$762K +1 New
GJIA
1347
Glass Jacobson Investment Advisors
Maryland
$729K +$762K +1 New
HWA
1348
HHM Wealth Advisors
Tennessee
$729K +$762K +1 New
JBA
1349
Johnson Bixby & Associates
Washington
$729K +$762K +1 New
KG
1350
Kilter Group
New York
$729K +$762K +1 New
52 53
54
55 56

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.