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 %
CMP
2851
Courage Miller Partners
Virginia
$1.29M – – –
CHJWM
2852
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.29M – – –
DCM
2853
Davis Capital Management
Florida
$1.29M -$19.5K -43 -1%
CWM
2854
CCG Wealth Management
California
$1.29M -$12.7K -28 -1%
TFP
2855
Triune Financial Partners
Kansas
$1.29M +$141K +312 +12%
CCM
2856
Colorado Capital Management
Colorado
$1.29M -$62.1K -137 -5%
HIGP
2857
Hill Investment Group Partners
Missouri
$1.29M +$106K +234 +9%
WG
2858
Wealth Group
North Carolina
$1.29M -$65.3K -144 -5%
HP
2859
HT Partners
Connecticut
$1.28M -$36.3K -80 -3%
CIG
2860
Cairn Investment Group
Washington
$1.28M – – –
FH
2861
Financial Harvest
Florida
$1.28M +$1.28M +2,828 New
GSB
2862
Greenfield Savings Bank
Massachusetts
$1.28M – – –
BHA
2863
Beech Hill Advisors
New York
$1.28M -$45.3K -100 -3%
MHC
2864
May Hill Capital
Massachusetts
$1.28M +$1.28M +2,823 New
RW
2865
REDW Wealth
New Mexico
$1.28M -$1.76M -3,884 -58%
GWP
2866
Gateway Wealth Partners
Wisconsin
$1.28M +$522K +1,152 +69%
SP
2867
SWS Partners
Ohio
$1.28M +$875K +1,930 +217%
WCM
2868
Washburn Capital Management
Florida
$1.27M +$132K +292 +12%
SFC
2869
Sprinkle Financial Consultants
Colorado
$1.27M -$2.72K -6 -0.2%
MWM
2870
Mindset Wealth Management
Indiana
$1.27M +$19K +42 +2%
PWM
2871
Partnership Wealth Management
Maryland
$1.27M +$345K +762 +38%
MTIC
2872
Missouri Trust & Investment Company
Missouri
$1.27M +$2.72K +6 +0.2%
WAS
2873
WESPAC Advisors SoCal
California
$1.26M -$3.17K -7 -0.3%
UWPG
2874
Ullmann Wealth Partners Group
Florida
$1.26M +$11.3K +25 +0.9%
PWAM
2875
Pinnacle West Asset Management
Wyoming
$1.26M -$22.7K -50 -2%
113 114
115
116 117