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 %
WN
2651
Williams & Novak
California
$1.61M -$146K -323 -8%
AWP
2652
Abacus Wealth Partners
California
$1.6M +$91.6K +202 +6%
MIM
2653
MTM Investment Management
South Carolina
$1.6M +$147K +324 +10%
TI
2654
tru Independence
Oregon
$1.6M +$4.08K +9 +0.3%
TF
2655
Trek Financial
Arizona
$1.6M -$210K -463 -12%
MLFP
2656
MPS Loria Financial Planners
Illinois
$1.6M +$99.3K +219 +7%
FCM
2657
Family Capital Management
Michigan
$1.6M -$6.35K -14 -0.4%
RFA
2658
Register Financial Advisors
Georgia
$1.6M – – –
CWMGP
2659
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.6M +$1.6M +3,521 New
OAM
2660
Occidental Asset Management
California
$1.59M -$63K -139 -4%
GBT
2661
Grove Bank & Trust
Florida
$1.59M +$51.7K +114 +3%
CA
2662
Clune & Associates
Illinois
$1.59M +$1.59M +3,509 New
RA
2663
Rational Advisors
New York
$1.59M -$61.2K -135 -4%
SWM
2664
Silverlake Wealth Management
Vermont
$1.59M -$159K -350 -9%
RRCM
2665
Rappaport Reiches Capital Management
Illinois
$1.59M +$64.8K +143 +4%
HWMO
2666
Heritage Wealth Management (Ohio)
Ohio
$1.58M -$8.16K -18 -0.5%
MFGM
2667
Marshall Financial Group (Maryland)
Maryland
$1.58M +$332K +733 +27%
SIC
2668
SFE Investment Counsel
California
$1.58M -$2.27K -5 -0.1%
PMSA
2669
Patrick M. Sweeney & Associates
Illinois
$1.58M +$13.6K +30 +0.9%
ECM
2670
English Capital Management
Michigan
$1.58M +$1.58M +3,484 +58,067%
BFAG
2671
Blackston Financial Advisory Group
Florida
$1.58M -$53K -117 -3%
DW
2672
Durante & Waters
New York
$1.58M – – –
SMI
2673
Shelter Mutual Insurance
Missouri
$1.57M – – –
SXL
2674
Summit X LLC
Missouri
$1.57M -$12.7K -28 -0.8%
BCM
2675
Barden Capital Management
Texas
$1.57M +$32.2K +71 +2%
105 106
107
108 109