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 %
FEG
2576
Financial Enhancement Group
Indiana
$1.73M -$27.5K -62 -2%
DW
2577
Dodds Wealth
Colorado
$1.73M -$57.6K -125 -3%
EA
2578
Ergawealth Advisors
Illinois
$1.73M +$41.2K +91 +2%
MAWCM
2579
Mine & Arao Wealth Creation & Management
California
$1.73M -$41.7K -92 -2%
BF
2580
Brucke Financial
Indiana
$1.73M +$1.73M +3,682 New
LJHT
2581
Laurie J. Hall Trustee
$1.72M -$34K -75 -2%
BI
2582
Bolthouse Investments
California
$1.72M +$1.72M +3,801 New
IIM
2583
Intact Investment Management
Quebec, Canada
$1.72M -$363K -800 -17%
AIA
2584
Allied Investment Advisors
Montana
$1.72M +$340K +750 +25%
FA
2585
Fountainhead AM
New Jersey
$1.72M -$9.07K -20 -0.5%
FNWM
2586
Financial Network Wealth Management
Utah
$1.72M – – –
SCM
2587
Spreng Capital Management
Ohio
$1.71M -$21.3K -47 -1%
OCM
2588
Osterweis Capital Management
California
$1.71M -$16.3K -36 -0.9%
MRP
2589
Measured Risk Portfolios
California
$1.71M +$1.71M +3,764 New
VC
2590
Vicus Capital
Pennsylvania
$1.71M -$16.3K -36 -0.9%
OIA
2591
Optimum Investment Advisors
Illinois
$1.7M – – –
FCFC
2592
First Commonwealth Financial Corp
Pennsylvania
$1.7M +$17.7K +39 +1%
EIA
2593
Eldridge Investment Advisors
New Hampshire
$1.7M -$33.5K -74 -2%
MFS
2594
Miller Financial Services
Michigan
$1.7M +$1.7M +3,749 New
YWS
2595
Yarger Wealth Strategies
Ohio
$1.7M +$7.71K +17 +0.5%
CFP
2596
Cypress Financial Planning
New Jersey
$1.7M +$7.25K +16 +0.4%
HWM
2597
Hemington Wealth Management
Virginia
$1.7M +$112K +247 +7%
WAOI
2598
Wealth Advisors of Iowa
Iowa
$1.69M +$40.3K +89 +2%
IF
2599
Integrity Financial
Wyoming
$1.69M -$39K -86 -2%
WAOTB
2600
Wealth Advisors of Tampa Bay
Florida
$1.69M – – –
102 103
104
105 106