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 %
BWG
2526
Boomfish Wealth Group
Georgia
$1.84M +$53K +117 +3%
TWCA
2527
Two West Capital Advisors
Kansas
$1.84M -$148K -326 -7%
GH
2528
GAM Holding
Switzerland
$1.83M +$1.83M +4,047 New
CFA
2529
Capstone Financial Advisors
Illinois
$1.83M +$14.1K +31 +0.8%
MI
2530
Motiv8 Investments
Florida
$1.83M +$275K +607 +18%
FFG
2531
Floyd Financial Group
Missouri
$1.83M +$1.83M +4,124 New
SOAMC
2532
Spirit of America Management Corp
New York
$1.82M +$22.7K +50 +1%
ICP
2533
Interchange Capital Partners
Pennsylvania
$1.81M -$257K -568 -12%
GCM
2534
Galibier Capital Management
Ontario, Canada
$1.81M – – –
BA
2535
Bluesphere Advisors
Pennsylvania
$1.81M -$16.3K -36 -0.9%
WI
2536
Wedgewood Investors
Pennsylvania
$1.8M – – –
CFS
2537
Cannon Financial Strategists
Georgia
$1.8M +$4.53K +10 +0.3%
SIC
2538
Schwartz Investment Counsel
Michigan
$1.79M -$58.9K -130 -3%
LCM
2539
Liberty Capital Management
Michigan
$1.79M – – –
MWM
2540
Mattern Wealth Management
Kansas
$1.79M -$544K -1,200 -23%
ARG
2541
Advisory Resource Group
Oklahoma
$1.79M +$24K +53 +1%
ODIJL
2542
One Day In July LLC
Vermont
$1.79M -$183K -403 -9%
CNB
2543
Camden National Bank
Maine
$1.79M -$10.4K -23 -0.6%
VIS
2544
Vega Investment Solutions
France
$1.78M +$1.78M +3,937 New
APIM
2545
Agate Pass Investment Management
Washington
$1.78M +$503K +1,110 +39%
CSC
2546
Cove Street Capital
California
$1.78M – – –
BFA
2547
Brown Financial Advisory
Alabama
$1.78M +$3.17K +7 +0.2%
BFA
2548
Brown Financial Advisors
Ohio
$1.78M +$49.9K +110 +3%
JGIA
2549
Jackson Grant Investment Advisers
Connecticut
$1.78M -$7.25K -16 -0.4%
JFG
2550
JMG Financial Group
Illinois
$1.78M – – –
100 101
102
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