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 %
IA
2776
Inspire Advisors
Idaho
$1.4M +$24.9K +55 +2%
TCM
2777
Tang Capital Management
California
$1.4M +$462K +1,020 +49%
AIP
2778
Almanack Investment Partners
Pennsylvania
$1.4M -$14.1K -31 -1%
LK
2779
Lumbard & Kellner
New Hampshire
$1.4M -$3.17K -7 -0.2%
HBT
2780
Heartland Bank & Trust
Illinois
$1.4M -$262K -577 -16%
CCP
2781
Cassia Capital Partners
North Carolina
$1.4M +$240K +530 +21%
LCWM
2782
Legacy Capital Wealth Management
Texas
$1.39M +$1.39M +3,077 New
RFA
2783
Rollins Financial Advisors
New York
$1.39M +$32.6K +72 +2%
LWM
2784
Lionshead Wealth Management
New York
$1.39M +$1.39M +3,073 New
OA
2785
Oxbow Advisors
Texas
$1.39M -$24.9K -55 -2%
OWM
2786
Orca Wealth Management
Florida
$1.39M +$1.39M +3,071 New
IA
2787
IAM Advisory
Pennsylvania
$1.39M -$11.3K -25 -0.8%
DFG
2788
Demars Financial Group
Washington
$1.39M +$1.39M +628,756 +45,234%
NED
2789
Nancy E. Dempze
$1.39M -$40.8K -90 -3%
GF
2790
Gries Financial
Ohio
$1.39M +$3.63K +8 +0.3%
IWA
2791
Inspirion Wealth Advisors
Illinois
$1.39M -$90.6K -200 -6%
JSL
2792
JT Stratford LLC
Georgia
$1.39M -$205K -452 -13%
EI
2793
Ellevest Inc
New York
$1.39M -$17.2K -38 -1%
AWM
2794
Act Wealth Management
Texas
$1.38M +$4.53K +10 +0.3%
AT
2795
American Trust
Kentucky
$1.38M -$8.61K -19 -0.6%
MCWS
2796
McKinley Carter Wealth Services
West Virginia
$1.38M -$76.2K -168 -5%
RIA
2797
Retirement Investment Advisors
Oklahoma
$1.38M -$9.07K -20 -0.7%
BA
2798
Bard Associates
Illinois
$1.38M -$249K -550 -15%
PSP
2799
Principal Street Partners
Tennessee
$1.38M -$1.18M -2,610 -46%
PA
2800
Paragon Advisors
Texas
$1.38M +$1.38M +3,035 New
110 111
112
113 114