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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,376 hedge funds and large institutions have $80.3B invested in Berkshire Hathaway Class A in 2025 Q1 according to their latest regulatory filings, with 372 funds opening new positions, 136 increasing their positions, 161 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,376
Holders Change
+316
Holders Change %
+29.81%
% of All Funds
18.69%
Holding in Top 10
166
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+29.69%
% of All Funds
2.25%
New
372
Increased
136
Reduced
161
Closed
43
Calls
–
Puts
$798K
Net Calls
-$798K
Net Calls Change
-$798K

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$3.62B
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$546M
3
BIM
Baldwin Investment Management
Pennsylvania
+$444M
4
Mariner
Mariner
Kansas
+$191M
5
Creative Planning
Creative Planning
Kansas
+$152M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$236B
2
CAM
Cidel Asset Management
Ontario, Canada
-$8.1B
3
Corient Private Wealth
Corient Private Wealth
Florida
-$6.85B
4
CAM
CPA Asset Management
Florida
-$1.27B
5
First Manhattan
First Manhattan
New York
-$438M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
1351
Park Avenue Securities
New York
$798K +$798K +1 New
NWM
1352
Navigoe Wealth Management
California
$798K +$798K +1 New
PCG
1353
PFC Capital Group
California
$798K +$798K +1 New
Financial Engines Advisors
1354
Financial Engines Advisors
California
$798K +$798K +1 New
WCM
1355
Warburton Capital Management
Oklahoma
$798K +$798K +1 New
PFS
1356
Physicians Financial Services
North Carolina
$798K +$798K +1 New
LAM
1357
Lountzis Asset Management
Pennsylvania
$798K +$798K +1 New
FFS
1358
Founders Financial Securities
Maryland
$798K +$798K +1 New
AWM
1359
Austin Wealth Management
Texas
$797K +$797K +1 New
FCP
1360
Fidelis Capital Partners
Florida
$796K – – –
Schroder Investment Management Group
1361
Schroder Investment Management Group
United Kingdom
$790K – – –
SOS
1362
Silver Oak Securities
Tennessee
$790K +$790K +1 New
AWM
1363
Accurate Wealth Management
Florida
$784K – – –
FVWA
1364
Foster Victor Wealth Advisors
South Carolina
$784K +$784K +1 New
CAG
1365
Csenge Advisory Group
Florida
$779K – – –
FA
1366
FF Advisors
California
$778K – – –
CFG
1367
Cornerstone Financial Group
Nebraska
$772K +$772K +1 New
IWM
1368
IHT Wealth Management
Illinois
$771K – – –
FWI
1369
Facet Wealth Inc
Maryland
$770K – – –
CA
1370
Cornerstone Advisory
Maryland
$768K – – –
MAM
1371
McLean Asset Management
Virginia
$739K – – –
KA
1372
Kercheville Advisors
Texas
$681K – – –
CWM
1373
Centurion Wealth Management
Virginia
$681K – – –
SBF
1374
Sara-Bay Financial
Florida
$436K +$25.8K +49 +6%
WS
1375
Wedbush Securities
California
$394K -$98.5K -1 -20%
53 54
55
56 57