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 %
RHJA
2951
Rice Hall James & Associates
California
$1.17M -$20.4K -45 -2%
VBCG
2952
Valley Brook Capital Group
Pennsylvania
$1.17M +$15.9K +35 +1%
AWM
2953
Ariadne Wealth Management
California
$1.17M -$12.2K -26 -1%
PA
2954
Parkside Advisors
California
$1.17M – – –
ACA
2955
Affinity Capital Advisors
California
$1.17M – – –
SHFA
2956
SC&H Financial Advisors
Maryland
$1.16M +$54.4K +120 +5%
BWA
2957
BlueSky Wealth Advisors
North Carolina
$1.16M – – –
GFG
2958
Goldstone Financial Group
Illinois
$1.16M -$37.6K -83 -3%
MWM
2959
Maripau Wealth Management
Indiana
$1.16M +$1.16M +2,550 New
EIG
2960
Ellenbecker Investment Group
Wisconsin
$1.15M -$62.6K -138 -5%
IAG
2961
Investmark Advisory Group
Connecticut
$1.15M – – –
TWG
2962
The Wealth Group
Minnesota
$1.15M +$25.8K +57 +2%
ECA
2963
Elevated Capital Advisors
Utah
$1.15M +$200K +442 +21%
HNWAG
2964
High Net Worth Advisory Group
Florida
$1.15M +$2.27K +5 +0.2%
CCFM
2965
Clear Creek Financial Management
Washington
$1.15M +$89.7K +198 +8%
SMA
2966
Seven Mile Advisory
New Jersey
$1.15M +$159K +351 +16%
RIP
2967
RAM Investment Partners
Washington
$1.15M +$14K +31 +1%
BCMLT
2968
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.15M -$30.4K -67 -3%
FSC
2969
Full Sail Capital
Oklahoma
$1.15M -$9.07K -20 -0.8%
PWMG
2970
Private Wealth Management Group
New Jersey
$1.15M +$11.3K +25 +1%
CP
2971
Capital Planning
Washington
$1.15M +$378K +835 +49%
WF
2972
Wayfinding Financial
Washington
$1.14M +$1.14M +2,519 New
OPWM
2973
Oregon Pacific Wealth Management
Oregon
$1.14M +$1.14M +2,515 New
VEA
2974
Virtus ETF Advisers
New York
$1.14M +$222K +489 +24%
FF
2975
Francis Financial
$1.14M +$230K +676 +25%
117 118
119
120 121