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 %
MCM
2501
M1 Capital Management
Michigan
$1.91M +$1.91M +4,209 New
AFC
2502
AFT Forsyth & Company
Florida
$1.91M -$31.7K -70 -2%
VV
2503
Verity & Verity
South Carolina
$1.91M +$68K +150 +4%
LP
2504
LGL Partners
Pennsylvania
$1.9M +$15.4K +34 +0.8%
SWK
2505
Stephen W. Kidder
$1.9M – – –
BAM
2506
Byrne Asset Management
New Jersey
$1.9M -$6.35K -14 -0.3%
TWM
2507
TCFG Wealth Management
California
$1.9M +$306K +676 +19%
CFP
2508
Comprehensive Financial Planning
Pennsylvania
$1.89M +$1.89M +4,175 New
BWM
2509
Bulltick Wealth Management
Florida
$1.89M +$142K +313 +8%
KCFA
2510
Key Client Fiduciary Advisors
New Jersey
$1.89M -$9.07K -20 -0.5%
FPL
2511
Fortress Private Ledger
North Carolina
$1.89M +$1.89M +4,164 New
FFBTD
2512
First Financial Bank - Trust Division
Ohio
$1.88M +$21.8K +48 +1%
BF
2513
bLong Financial
Tennessee
$1.88M +$1.88M +4,148 New
RLH
2514
RD Lewis Holdings
Florida
$1.88M +$1.88M +3,976 New
AWA
2515
Arbor Wealth Advisors
Michigan
$1.88M +$204K +450 +12%
VP
2516
Verum Partners
North Carolina
$1.88M -$44K -97 -2%
CJL
2517
Cyrus J. Lawrence
New York
$1.88M -$136K -300 -7%
NAMM
2518
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.87M -$56.2K -124 -3%
VFG
2519
Victory Financial Group
Texas
$1.86M +$1.86M +4,105 New
PWMG
2520
Prestige Wealth Management Group
New Jersey
$1.86M -$65.3K -144 -3%
Fuller & Thaler Asset Management
2521
Fuller & Thaler Asset Management
California
$1.85M – – –
AF
2522
Affiance Financial
Minnesota
$1.85M +$7.71K +17 +0.4%
ACP
2523
Argyle Capital Partners
California
$1.85M +$1.85M +4,080 New
EWA
2524
Elevate Wealth Advisory
Georgia
$1.84M +$360K +795 +24%
GA
2525
Greenspring Advisors
Maryland
$1.84M – – –
99 100
101
102 103