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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
WJWM
176
Williams Jones Wealth Management
New York
$20.4M – – –
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$20.4M +$1.39M +2 +7%
PAW
178
Plan A Wealth
Nebraska
$20.4M +$20.8M +30 New
Aberdeen Group
179
Aberdeen Group
United Kingdom
$20.3M -$6.23M -9 -23%
MG
180
Marex Group
$19.7M -$1.39M -2 -6%
BWM
181
BigSur Wealth Management
Florida
$19.1M -$2.77M -4 -13%
SCP
182
Silverleafe Capital Partners
Tennessee
$19.1M – – –
RFC
183
Regions Financial Corp
Alabama
$18.4M -$1.39M -2 -7%
AQR Capital Management
184
AQR Capital Management
Connecticut
$18.4M – – –
Millennium Management
185
Millennium Management
New York
$18.4M +$14.5M +21 +350%
LWCA
186
Locust Wood Capital Advisers
New York
$17.7M -$3.46M -5 -16%
OCAM
187
Onex Canada Asset Management
Ontario, Canada
$17.7M -$2.08M -3 -10%
COI
188
Connable Office Inc
Michigan
$17.7M -$693K -1 -4%
HWM
189
HB Wealth Management
Georgia
$17.7M – – –
MCCA
190
Mill Creek Capital Advisors
Pennsylvania
$17.7M – – –
Swedbank
191
Swedbank
Sweden
$17M -$424M -612 -96%
GS
192
GTS Securities
Florida
$17M -$693K -1 -4%
AllianceBernstein
193
AllianceBernstein
Tennessee
$17M – – –
Comerica Bank
194
Comerica Bank
Texas
$17M – – –
DFA
195
DHK Financial Advisors
New Hampshire
$17M – – –
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$17M – – –
PMG
197
Private Management Group
California
$17M – – –
SC
198
Sapient Capital
Indiana
$17M – – –
SFA
199
Sequoia Financial Advisors
Ohio
$17M +$14.5M +21 +525%
PAI
200
Pittenger & Anderson Inc
Nebraska
$16.8M – – –
6 7
8
9 10

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.