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 %
AWM
2876
Activest Wealth Management
Florida
$1.26M +$116K +255 +10%
VBFP
2877
Valtinson Bruner Financial Planning
Minnesota
$1.26M +$73K +161 +6%
FC
2878
Fulcrum Capital
Washington
$1.26M – – –
SCP
2879
Stamos Capital Partners
California
$1.26M +$249K +550 +25%
CCA
2880
Coign Capital Advisors
Utah
$1.26M +$1.26M +2,770 New
HSWM
2881
Hubbell Strickland Wealth Management
Louisiana
$1.26M -$111K -244 -8%
WFM
2882
Wolff Financial Management
Michigan
$1.25M – – –
SO
2883
Sierra Ocean
California
$1.25M +$1.25M +2,764 New
JWM
2884
Jessup Wealth Management
Ohio
$1.25M +$453 +1 +0%
BPFA
2885
Barnes Pettey Financial Advisors
Mississippi
$1.25M -$3.17K -7 -0.3%
CRIG
2886
Charter Research & Investment Group
Connecticut
$1.25M -$14.1K -31 -1%
DWG
2887
Darden Wealth Group
Michigan
$1.25M +$56.7K +125 +5%
PFG
2888
Prospect Financial Group
Virginia
$1.25M +$1.25M +2,757 New
CTA
2889
Chesley Taft & Associates
Illinois
$1.25M -$40.8K -90 -3%
GFA
2890
Gallagher Fiduciary Advisors
Illinois
$1.25M +$196K +432 +19%
ACA
2891
Ackerman Capital Advisors
Texas
$1.25M – – –
MCA
2892
Maryland Capital Advisors
Maryland
$1.25M +$796K +1,757 +177%
BWM
2893
Benchmark Wealth Management
Connecticut
$1.24M -$58.5K -129 -5%
DWM
2894
Denver Wealth Management
Colorado
$1.24M – – –
HIM
2895
Hanlon Investment Management
New Jersey
$1.24M +$105K +232 +9%
CPW
2896
Catalyst Private Wealth
California
$1.24M -$13.6K -30 -1%
SFG
2897
Sovereign Financial Group
Connecticut
$1.24M -$81.1K -179 -6%
CA
2898
CGN Advisors
Kansas
$1.23M -$122K -270 -9%
CCG
2899
Coastwise Capital Group
California
$1.23M -$41.7K -92 -3%
CWA
2900
Consilium Wealth Advisory
Texas
$1.23M -$2.72K -6 -0.2%
114 115
116
117 118