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 %
BIC
2551
Beach Investment Counsel
Pennsylvania
$1.78M -$1.64M -3,611 -48%
LCG
2552
Lakeshore Capital Group
Illinois
$1.78M +$1.78M +3,923 New
HPBT
2553
Hickory Point Bank & Trust
Illinois
$1.77M +$1.77M +3,908 New
SFG
2554
Sterling Financial Group
California
$1.77M -$13.1K -29 -0.7%
SEEDPG
2555
S.E.E.D. Planning Group
New York
$1.77M +$1.43M +3,147 +415%
BPC
2556
Bearing Point Capital
Minnesota
$1.77M +$1.77M +3,899 New
CWA
2557
Cornerstone Wealth Advisors
Minnesota
$1.76M -$6.8K -15 -0.4%
GHA
2558
Granite Harbor Advisors
Texas
$1.76M +$30.8K +68 +2%
RMC
2559
Resources Management Corp
Connecticut
$1.76M -$45.3K -100 -3%
LT
2560
Legacy Trust
Michigan
$1.76M -$136K -301 -7%
PWM
2561
PBMares Wealth Management
Virginia
$1.76M +$75.7K +167 +4%
RA
2562
Rise Advisors
New York
$1.76M +$4.08K +9 +0.2%
CWP
2563
Capital Wealth Planning
Florida
$1.76M +$6.35K +14 +0.4%
DWM
2564
DecisionMap Wealth Management
Virginia
$1.76M +$1.76M +3,876 New
WP
2565
Wealthspan Partners
Iowa
$1.76M +$4.08K +9 +0.2%
RWA
2566
River Wealth Advisors
Pennsylvania
$1.75M -$84.8K -187 -5%
WMN
2567
Wealth Management Nebraska
Nebraska
$1.75M +$1.75M +3,868 New
GIM
2568
Gold Investment Management
Alberta, Canada
$1.75M -$907 -2 -0.1%
BBNA
2569
Bremer Bank National Association
Minnesota
$1.75M -$122K -269 -7%
RMP
2570
Richards, Merrill & Peterson
Washington
$1.75M +$1.75M +3,851 New
BWA
2571
Boulder Wealth Advisors
Colorado
$1.74M +$76.6K +169 +5%
SGK
2572
Steigerwald Gordon & Koch
Virginia
$1.74M -$37.2K -82 -2%
HWM
2573
Horizon Wealth Management
Illinois
$1.74M +$6.8K +15 +0.4%
API
2574
Asset Planning Inc
California
$1.74M +$1.74M +3,831 New
AWM
2575
AllSquare Wealth Management
New York
$1.74M +$394K +870 +29%
101 102
103
104 105