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 %
TF
2901
TLWM Financial
Texas
$1.23M +$109K +240 +10%
SP
2902
Stablepoint Partners
Massachusetts
$1.22M -$45.3K -100 -4%
ZI
2903
ZEGA Investments
Florida
$1.22M +$1.22M +2,641 New
SIM
2904
SSI Investment Management
California
$1.22M -$907 -2 -0.1%
CF
2905
Claris Financial
Virginia
$1.22M +$1.22M +2,694 New
FMP
2906
Financial Management Professionals
Texas
$1.22M +$20.9K +46 +2%
MWM
2907
McNaughton Wealth Management
California
$1.22M +$16.3K +36 +1%
BFA
2908
Beacon Financial Advisory
Ohio
$1.22M +$103K +227 +9%
CTB
2909
Country Trust Bank
Illinois
$1.22M +$4.53K +10 +0.4%
RP
2910
Rowlandmiller & Partners
Georgia
$1.22M +$18.1K +40 +2%
AFAS
2911
Acorn Financial Advisory Services
Virginia
$1.22M -$1.13M -2,501 -48%
PWP
2912
Pursue Wealth Partners
California
$1.21M -$175K -385 -13%
TFF
2913
The Family Firm
Maryland
$1.21M – – –
RCP
2914
Rothschild Capital Partners
New York
$1.21M +$1.21M +2,680 New
FF
2915
Fortitude Financial
Washington
$1.21M +$1.21M +2,676 New
CFGW
2916
Chancellor Financial Group WB
Pennsylvania
$1.21M +$1.21M +2,675 New
CFG
2917
CKW Financial Group
Hawaii
$1.21M +$263K +581 +28%
MSWM
2918
McGlone Suttner Wealth Management
Wisconsin
$1.21M +$46.2K +102 +4%
MAM
2919
Milestone Asset Management
Pennsylvania
$1.21M -$450K -992 -27%
ACM
2920
Ayrshire Capital Management
Connecticut
$1.21M +$748K +1,650 +164%
OBWG
2921
Onyx Bridge Wealth Group
New York
$1.2M +$4.08K +9 +0.3%
MWS
2922
MFA Wealth Services
California
$1.2M +$1.2M +2,655 New
VC
2923
Veracity Capital
Georgia
$1.2M -$5.89K -13 -0.5%
FCB
2924
First County Bank
Connecticut
$1.2M -$44K -97 -4%
PAM
2925
PCG Asset Management
New Jersey
$1.2M +$1.2M +2,646 New
115 116
117
118 119