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 %
WFL
2926
Wealth Forward LLC
North Dakota
$1.2M +$68.9K +152 +6%
CAM
2927
Creekmur Asset Management
Illinois
$1.2M -$1.36K -3 -0.1%
PPWM
2928
Perissos Private Wealth Management
Oklahoma
$1.2M -$23.1K -51 -2%
FIC
2929
Family Investment Center
Missouri
$1.2M +$309K +681 +35%
WIM
2930
Waycross Investment Management
Washington
$1.2M +$761K +1,678 +175%
MWA
2931
MN Wealth Advisors
Kansas
$1.19M +$19.5K +43 +2%
PWP
2932
Prasad Wealth Partners
Ohio
$1.19M +$1.19M +2,630 New
SCM
2933
Seascape Capital Management
New Hampshire
$1.19M -$906 -2 -0.1%
FZCM
2934
Flynn Zito Capital Management
New York
$1.19M -$8.61K -19 -0.7%
IPGDR
2935
Investidor Profissional Gestao de Recursos
Brazil
$1.19M +$238K +524 +25%
RSA
2936
River Street Advisors
Illinois
$1.18M -$15.9K -35 -1%
BAM
2937
Bosun Asset Management
Illinois
$1.18M -$308K -679 -21%
MCIA
2938
Mountain Capital Investment Advisors
Colorado
$1.18M +$24.3K +52 +2%
NFP
2939
Narus Financial Partners
Utah
$1.18M +$61.2K +135 +5%
TIM
2940
Total Investment Management
Arizona
$1.18M +$144K +318 +14%
EA
2941
Eclectic Associates
California
$1.18M +$103K +228 +10%
FB
2942
First Bancorp
Maine
$1.18M -$38.1K -84 -3%
S
2943
Sunpointe
Missouri
$1.18M +$147K +324 +14%
KAS
2944
KPP Advisory Services
Kentucky
$1.18M +$111K +245 +10%
AM
2945
Atwater Malick
Pennsylvania
$1.17M – – –
Members Trust
2946
Members Trust
Florida
$1.17M +$97K +214 +9%
AFW
2947
Avantra Family Wealth
Pennsylvania
$1.17M +$1.17M +2,591 New
HIIFS
2948
Harel Insurance Investments & Financial Services
Israel
$1.17M +$734K +1,619 +167%
MAMG
2949
Milestone Asset Management Group
Connecticut
$1.17M +$1.17M +2,583 New
CAG
2950
Compass Advisory Group
New York
$1.17M -$45.3K -100 -4%
116 117
118
119 120