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 %
DC
3026
DeDora Capital
California
$1.07M -$275K -607 -20%
AIM
3027
Athena Investment Management
California
$1.07M -$397K -876 -27%
FFB
3028
First Financial Bankshares
Texas
$1.07M -$121K -266 -10%
CCM
3029
Cohen Capital Management
California
$1.07M – – –
IAA
3030
Ironsides Asset Advisors
North Carolina
$1.06M – – –
PWM
3031
Power Wealth Management
Georgia
$1.06M +$65.7K +145 +7%
RFA
3032
ROI Financial Advisors
Oregon
$1.06M +$296K +654 +39%
CFP
3033
Curran Financial Partners
South Carolina
$1.06M +$182K +402 +21%
FTC
3034
Farmers Trust Company
Ohio
$1.06M – – –
BP
3035
Broadleaf Partners
Ohio
$1.06M -$453 -1 -0%
PA
3036
Planning Alternatives
Michigan
$1.06M – – –
AIA
3037
Alternative Investment Advisors
Florida
$1.06M +$555K +1,224 +110%
SC
3038
Schoolcraft Capital
Colorado
$1.06M – – –
PCS
3039
Private Client Services
Kentucky
$1.06M – – –
CIA
3040
Covington Investment Advisors
Pennsylvania
$1.05M – – –
DFG
3041
Dynamic Financial Group
Iowa
$1.05M +$1.05M +2,323 New
RCM
3042
Radnor Capital Management
Pennsylvania
$1.05M -$442K -975 -30%
FM
3043
Foster & Motley
Ohio
$1.05M +$610K +1,346 +139%
PW
3044
Paladin Wealth
Minnesota
$1.05M +$65.3K +144 +7%
WWC
3045
Waypoint Wealth Counsel
Georgia
$1.05M +$28.1K +62 +3%
AWM
3046
Austin Wealth Management
Texas
$1.05M +$64.1K +137 +7%
BCM
3047
Boltwood Capital Management
California
$1.05M – – –
VPW
3048
Variant Private Wealth
Virginia
$1.04M +$1.04M +2,303 New
SRC
3049
Sage Rhino Capital
California
$1.04M -$8.16K -18 -0.8%
LC
3050
Landaas & Company
Wisconsin
$1.04M +$24K +53 +2%
120 121
122
123 124