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 %
LSIA
2626
LaSalle St. Investment Advisors
Illinois
$1.65M +$713K +1,573 +76%
SW
2627
StrongBox Wealth
Missouri
$1.65M +$84.8K +187 +5%
PAM
2628
Palisade Asset Management
Minnesota
$1.65M -$907 -2 -0.1%
FC
2629
Family CFO
California
$1.65M – – –
TC
2630
Tacita Capital
Ontario, Canada
$1.64M -$68K -150 -4%
LWMI
2631
Landmark Wealth Management (Illinois)
Illinois
$1.64M +$274K +604 +20%
BCI
2632
Blue Capital Inc
Nebraska
$1.64M +$1.64M +3,618 New
WWP
2633
WR Wealth Planners
Missouri
$1.63M +$16.3K +36 +1%
AWA
2634
Amplius Wealth Advisors
Pennsylvania
$1.63M -$160K -353 -9%
SOW
2635
State of Wyoming
Wyoming
$1.63M +$805K +1,777 +97%
PG
2636
Proffitt & Goodson
Tennessee
$1.63M – – –
CYG
2637
Clean Yield Group
Vermont
$1.63M -$2.27K -5 -0.1%
FIM
2638
Freedom Investment Management
Connecticut
$1.63M +$67.5K +149 +4%
CFS
2639
Coordinated Financial Services
Colorado
$1.63M +$1.63M +3,595 New
PSFG
2640
Prairie Sky Financial Group
Illinois
$1.63M +$520K +1,147 +47%
RWM
2641
Rezny Wealth Management
Florida
$1.63M +$184K +405 +13%
XC
2642
XY Capital
Hong Kong
$1.63M +$1.63M +3,585 New
PM
2643
Penbrook Management
New York
$1.62M – – –
JWM
2644
JGP Wealth Management
Oregon
$1.62M +$762K +1,680 +89%
SAM
2645
Sequent Asset Management
Texas
$1.62M – – –
AMG
2646
Advisors Management Group
Wisconsin
$1.62M +$24K +53 +2%
SAM
2647
S.A. Mason
Michigan
$1.61M +$6.8K +15 +0.4%
GHA
2648
GW Henssler & Associates
Georgia
$1.61M -$23K -50 -1%
SPWM
2649
Spartan Planning & Wealth Management
North Carolina
$1.61M +$1.61M +3,547 New
AWAU
2650
Alliance Wealth Advisors (Utah)
Utah
$1.61M +$57.1K +126 +4%
104 105
106
107 108