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 %
SFP
2726
Shepherd Financial Partners
Massachusetts
$1.49M +$21.3K +47 +1%
FFA
2727
Fi3 Financial Advisors
Indiana
$1.48M +$85.7K +189 +6%
FCT
2728
First Community Trust
Iowa
$1.48M – – –
FW
2729
Fairway Wealth
Ohio
$1.48M +$13.6K +30 +0.9%
MSWA
2730
Marshall & Sterling Wealth Advisors
New York
$1.48M +$1.48M +3,268 New
PFWA
2731
Paces Ferry Wealth Advisors
Georgia
$1.48M +$2.72K +6 +0.2%
AA
2732
Armis Advisers
Georgia
$1.48M +$1.48M +3,261 New
BT
2733
Banque Transatlantique
France
$1.47M +$1.47M +3,270 New
SCM
2734
Sollinda Capital Management
Florida
$1.47M +$189K +417 +15%
FIM
2735
Fernwood Investment Management
Massachusetts
$1.47M +$22.7K +50 +2%
MPW
2736
Magnolia Private Wealth
Pennsylvania
$1.46M +$1.46M +3,230 New
SMG
2737
Smart Money Group
Texas
$1.46M +$47.6K +105 +3%
F4L
2738
Fortune 45 LLC
Louisiana
$1.46M +$222K +489 +18%
PW
2739
Peninsula Wealth
California
$1.46M +$58.9K +130 +4%
M
2740
MOTCO
Texas
$1.46M -$525K -1,158 -26%
ALAM
2741
Asahi Life Asset Management
Japan
$1.46M -$122K -270 -8%
WIM
2742
Westside Investment Management
California
$1.46M -$34.4K -76 -2%
ALA
2743
Atlas Legacy Advisors
California
$1.46M +$1.46M +3,214 New
WSA
2744
Warm Springs Advisors
California
$1.46M +$1.46M +3,212 New
GSC
2745
G&S Capital
Colorado
$1.46M -$81.1K -179 -5%
NCM
2746
Noesis Capital Mangement
Florida
$1.46M +$2.72K +6 +0.2%
TC
2747
Trilogy Capital
California
$1.45M -$74.8K -165 -5%
AWA
2748
AGH Wealth Advisors
Kansas
$1.45M +$1.45M +3,203 New
GFM
2749
GEN Financial Management
Minnesota
$1.45M +$1.45M +3,197 New
FNB
2750
Farmers National Bank
Kentucky
$1.45M +$1.45M +3,192 New
108 109
110
111 112