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 %
ANC
2701
Ames National Corp
Iowa
$1.53M +$1.53M +3,365 New
MW
2702
Maia Wealth
Colorado
$1.53M +$392K +826 +35%
CFLC
2703
California First Leasing Corp
California
$1.52M – – –
WGC
2704
Watts Gwilliam & Co
Arizona
$1.52M +$24.9K +55 +2%
CB
2705
CNB Bank
Pennsylvania
$1.52M +$115K +254 +8%
FBT
2706
First Bank & Trust
South Dakota
$1.52M +$117K +258 +8%
CIA
2707
Cladis Investment Advisory
Montana
$1.52M +$4.53K +10 +0.3%
OHIS
2708
Oak Harvest Investment Services
Texas
$1.52M +$61.2K +135 +4%
HCP
2709
Hamilton Capital Partners
Georgia
$1.52M +$1.52M +3,349 New
PL
2710
Perpetual Ltd
Australia
$1.52M -$13.1K -29 -0.9%
WBC
2711
Westpac Banking Corp
Australia
$1.52M – – –
LF
2712
LifeSteps Financial
California
$1.51M -$907 -2 -0.1%
BSSFA
2713
Baron Silver Stevens Financial Advisors
Florida
$1.51M +$22.7K +50 +2%
EWS
2714
Evergreen Wealth Solutions
Pennsylvania
$1.51M +$400K +882 +36%
BCP
2715
Blue Chip Partners
Michigan
$1.51M -$1.81K -4 -0.1%
IW
2716
IronOak Wealth
Texas
$1.51M +$1.51M +3,322 New
CSWG
2717
Cardinal Strategic Wealth Guidance
Kentucky
$1.5M +$298K +658 +25%
RP
2718
Riverwater Partners
Wisconsin
$1.5M -$22.2K -49 -1%
PCM
2719
Pennsylvania Capital Management
Pennsylvania
$1.5M +$6.8K +15 +0.5%
ST
2720
Sageworth Trust
Pennsylvania
$1.5M -$8.16K -18 -0.5%
QFA
2721
Quantum Financial Advisors
California
$1.49M +$4.08K +9 +0.3%
WPW
2722
Watershed Private Wealth
Illinois
$1.49M – – –
CMS
2723
Capital Market Strategies
Florida
$1.49M +$2.72K +6 +0.2%
CWP
2724
Cyndeo Wealth Partners
Florida
$1.49M +$204K +450 +16%
SSA
2725
South Street Advisors
New York
$1.49M – – –
107 108
109
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