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 %
SWMP
2801
Signature Wealth Management Partners
New Jersey
$1.37M -$12.7K -28 -0.9%
BCG
2802
BayBridge Capital Group
California
$1.37M +$23.6K +52 +2%
AWC
2803
Abundance Wealth Counselors
Pennsylvania
$1.37M +$185K +409 +16%
CIA
2804
Compass Investment Advisers
Oregon
$1.37M +$1.37M +3,029 New
CCA
2805
Corps Capital Advisors
Texas
$1.37M +$1.37M +3,028 New
RMC
2806
Ring Mountain Capital
California
$1.37M +$1.37M +3,028 New
AFG
2807
Arkansas Financial Group
Arkansas
$1.37M – – –
CA
2808
Centerpoint Advisors
Massachusetts
$1.36M – – –
SSC
2809
Syverson Strege & Co
Iowa
$1.36M +$172K +379 +14%
RRA
2810
Round Rock Advisors
Connecticut
$1.36M +$8.61K +19 +0.6%
CMANY
2811
Capital Management Associates (New York)
New York
$1.36M – – –
HAI
2812
Hennessy Advisors Inc
California
$1.36M – – –
ANB
2813
Amarillo National Bank
Texas
$1.36M – – –
FC
2814
Fairscale Capital
New Hampshire
$1.36M – – –
WFS
2815
WealthGarden F.S.
California
$1.36M -$14.5K -32 -1%
PPW
2816
Pasadena Private Wealth
California
$1.35M – – –
STA
2817
Smith Thornton Advisors
Alabama
$1.35M +$11.8K +26 +0.9%
BMC
2818
Beaton Management Company
Massachusetts
$1.35M -$65.7K -145 -5%
KNFPWM
2819
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.35M – – –
SG
2820
Strid Group
Pennsylvania
$1.35M +$29.9K +66 +2%
MKA
2821
M. Kulyk & Associates
Georgia
$1.35M +$701K +1,546 +108%
PP
2822
Patron Partners
Texas
$1.35M +$49K +108 +4%
S
2823
Sachetta
Massachusetts
$1.35M -$81.6K -180 -6%
BWM
2824
BlackDiamond Wealth Management
New York
$1.34M -$58.5K -129 -4%
MHWM
2825
Montz Harcus Wealth Management
Louisiana
$1.34M -$907 -2 -0.1%
111 112
113
114 115