BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

4,465 hedge funds and large institutions have $394B invested in Berkshire Hathaway Class B in 2024 Q4 according to their latest regulatory filings, with 568 funds opening new positions, 1,709 increasing their positions, 1,550 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,465
Holders Change
+390
Holders Change %
+9.57%
% of All Funds
59.43%
Holding in Top 10
718
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+2.57%
% of All Funds
9.56%
New
568
Increased
1,709
Reduced
1,550
Closed
96
Calls
$10.3B
Puts
$6.2B
Net Calls
+$4.15B
Net Calls Change
-$192M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$724M
2
Morgan Stanley
Morgan Stanley
New York
+$683M
3
BCP
BSN Capital Partners
United Kingdom
+$616M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$556M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$553M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$4.27B
2
IAIM
International Assets Investment Management
Florida
-$3.81B
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.13B
4
PFA
Pathway Financial Advisers
Indiana
-$702M
5
Bank of America
Bank of America
North Carolina
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
2476
Armbruster Capital Management
New York
$1.98M -$68.4K -151 -3%
CC
2477
Cornerstone Capital
California
$1.98M – – –
SFS
2478
Strategic Financial Services
New York
$1.98M +$14.5K +32 +0.7%
CC
2479
Constitution Capital
Connecticut
$1.98M -$2.68M -5,910 -58%
KFI
2480
Key Financial Inc
Pennsylvania
$1.97M – – –
MA
2481
McBroom & Associates
Nevada
$1.97M -$19.5K -43 -1%
HCM
2482
Hall Capital Management
Rhode Island
$1.97M +$1.97M +4,337 New
AR
2483
Advisory Research
Illinois
$1.96M +$14.1K +31 +0.7%
MWP
2484
Madison Wealth Partners
Wisconsin
$1.96M +$317K +700 +19%
SAW
2485
Signal Advisors Wealth
Michigan
$1.96M -$358K -789 -15%
HAIM
2486
Hunter Associates Investment Management
Pennsylvania
$1.95M +$52.1K +115 +3%
AFA
2487
Antonelli Financial Advisors
Michigan
$1.94M +$1.94M +4,289 New
TCOT
2488
Trust Company of Toledo
Ohio
$1.94M +$52.6K +116 +3%
AWG
2489
Altus Wealth Group
Colorado
$1.93M -$202K -445 -9%
GCP
2490
Gill Capital Partners
Colorado
$1.92M +$1.36K +3 +0.1%
CRWM
2491
Castle Rock Wealth Management
California
$1.92M +$959 +2 +0%
NSAM
2492
North Star Asset Management
Wisconsin
$1.92M +$453 +1 +0%
GWA
2493
GGM Wealth Advisors
Maryland
$1.92M -$2.41M -5,314 -56%
PI
2494
Pachira Investments
California
$1.92M +$4.07K +9 +0.2%
WAS
2495
Wealth Advisory Solutions
Indiana
$1.92M +$251K +554 +15%
CBOR
2496
Community Bank of Raymore
Missouri
$1.92M +$290K +640 +18%
NRC
2497
New Republic Capital
North Carolina
$1.91M +$22.2K +49 +1%
KFSN
2498
Keystone Financial Services (Nebraska)
Nebraska
$1.91M +$1.91M +4,218 New
BAG
2499
Bridgewealth Advisory Group
California
$1.91M +$101K +211 +6%
NCFG
2500
New Century Financial Group
New Jersey
$1.91M -$66.2K -146 -3%
98 99
100
101 102