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 %
TB
3001
Treynor Bancshares
Iowa
$1.09M -$4.53K -10 -0.4%
EW
3002
Element Wealth
Mississippi
$1.09M +$907 +2 +0.1%
CCP
3003
Carmel Capital Partners
California
$1.09M -$119K -262 -10%
PFC
3004
Phocas Financial Corp
California
$1.09M – – –
AFW
3005
Atlantic Family Wealth
Florida
$1.09M +$1.09M +2,407 New
HFBOT
3006
Home Federal Bank of Tennessee
Tennessee
$1.09M -$2.27K -5 -0.2%
WF
3007
Warner Financial
Maryland
$1.09M -$71.2K -157 -6%
WA
3008
Wealthstream Advisors
New York
$1.08M -$907 -2 -0.1%
CIM
3009
Chapman Investment Management
California
$1.08M – – –
RAM
3010
Riggs Asset Management
Pennsylvania
$1.08M +$15.4K +34 +1%
RIS
3011
Richmond Investment Services
Wisconsin
$1.08M +$1.08M +2,389 New
EWA
3012
Etesian Wealth Advisors
Oregon
$1.08M -$9.97K -22 -0.9%
RWM
3013
Riverchase Wealth Management
Texas
$1.08M +$1.08M +2,387 New
ES
3014
Eagle Strategies
New York
$1.08M +$402K +887 +59%
CWA
3015
Consilio Wealth Advisors
Washington
$1.08M +$18.1K +40 +2%
BWM
3016
BCS Wealth Management
Tennessee
$1.08M -$113K -250 -9%
GHAM
3017
Gilman Hill Asset Management
Connecticut
$1.08M +$206K +454 +24%
PWM
3018
Parkshore Wealth Management
California
$1.08M +$1.08M +2,382 New
AGP
3019
Aspire Growth Partners
Florida
$1.08M +$1.08M +2,380 New
NI
3020
Natural Investments
California
$1.08M +$1.08M +2,376 New
CWA
3021
Centennial Wealth Advisory
Michigan
$1.08M -$14.5K -32 -1%
FA
3022
Fermata Advisors
California
$1.07M -$248K -548 -19%
PFG
3023
PAX Financial Group
Texas
$1.07M +$7.71K +17 +0.7%
PF
3024
Prosperitas Financial
California
$1.07M -$12.2K -27 -1%
COFSG
3025
Carbahal Olsen Financial Services Group
California
$1.07M +$1.07M +2,365 New
119 120
121
122 123