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 %
FFG
3051
Fortem Financial Group
California
$1.04M -$42.6K -94 -4%
VH
3052
Visionary Horizons
Tennessee
$1.04M – – –
BC
3053
Belmont Capital
California
$1.04M -$952K -2,100 -48%
MWM
3054
Mascoma Wealth Management
New Hampshire
$1.04M +$4.99K +11 +0.5%
SAM
3055
Selway Asset Management
$1.04M +$229K +505 +28%
TWP
3056
Tempus Wealth Planning
California
$1.03M +$41.2K +91 +4%
ZB
3057
Zions Bancorporation
Utah
$1.03M +$247K +546 +31%
BTWM
3058
Brass Tax Wealth Management
Ohio
$1.03M +$21.3K +47 +2%
CPCP
3059
Cedar Point Capital Partners
Iowa
$1.03M +$34K +75 +3%
SSWM
3060
Sheets Smith Wealth Management
North Carolina
$1.03M – – –
Renaissance Technologies
3061
Renaissance Technologies
New York
$1.03M -$100M -220,245 -99%
EBA
3062
Eagle Bay Advisors
New York
$1.03M -$59.8K -132 -5%
OFW
3063
Omnia Family Wealth
Florida
$1.03M +$43.5K +96 +4%
BWM
3064
BKM Wealth Management
Wisconsin
$1.03M +$63.5K +140 +7%
AAP
3065
Arax Advisory Partners
Colorado
$1.03M +$1.03M +2,267 New
AIA
3066
AssuredPartners Investment Advisors
Florida
$1.03M +$1.03M +2,265 New
MCC
3067
Maiden Cove Capital
Maine
$1.03M +$6.8K +15 +0.7%
FNBTCON
3068
First National Bank & Trust Co of Newtown
Pennsylvania
$1.02M -$2.27K -5 -0.2%
LRWA
3069
Long Run Wealth Advisors
New York
$1.02M -$216K -476 -17%
DPI
3070
Diversified Portfolios Inc
Michigan
$1.02M – – –
WCFA
3071
Walkner Condon Financial Advisors
Wisconsin
$1.02M +$197K +434 +24%
TFO
3072
Tarbox Family Office
California
$1.02M -$3.17K -7 -0.3%
OPTFSNA
3073
Old Point Trust & Financial Services N A
Virginia
$1.02M -$70.7K -156 -6%
AAIM
3074
American Assets Investment Management
California
$1.02M – – –
RPSA
3075
Richard P. Slaughter Associates
Texas
$1.02M +$2.27K +5 +0.2%
121 122
123
124 125