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 %
OHWA
3076
Oak Hill Wealth Advisors
Virginia
$1.02M +$1.02M +2,248 New
COCM
3077
Charter Oak Capital Management
New Hampshire
$1.02M +$16.3K +36 +2%
BMWS
3078
Brady Martz Wealth Solutions
North Dakota
$1.02M +$1.02M +2,256 New
ACM
3079
Argyle Capital Management
Pennsylvania
$1.01M +$16.3K +36 +2%
WJA
3080
Willis Johnson & Associates
Texas
$1.01M -$26.3K -58 -3%
CCP
3081
Clarkston Capital Partners
Michigan
$1.01M -$215K -475 -18%
FPF
3082
First Pacific Financial
Washington
$1.01M +$6.8K +15 +0.7%
TWM
3083
Triton Wealth Management
Arizona
$1.01M +$47.7K +102 +5%
MCM
3084
Mattern Capital Management
Colorado
$1M +$3.63K +8 +0.4%
DI
3085
DDFG Inc
California
$1M +$53K +117 +6%
SWP
3086
ShoreHaven Wealth Partners
New Jersey
$1M -$136K -300 -12%
CA
3087
CV Advisors
Florida
$1M +$1M +2,215 New
SLC
3088
Second Line Capital
Louisiana
$1M -$34K -75 -3%
FA
3089
Financial Alternatives
California
$1M – – –
GLAM
3090
Gardner Lewis Asset Management
Pennsylvania
$1M +$1M +2,210 New
UWM
3091
USAdvisors Wealth Management
Minnesota
$1M +$2.27K +5 +0.2%
UAG
3092
United Advisor Group
Ohio
$1,000K +$13.6K +30 +1%
EAM
3093
Empirical Asset Management
Massachusetts
$999K +$913K +75,925 +1,054%
KAM
3094
Knightsbridge Asset Management
California
$999K +$11.8K +26 +1%
TA
3095
TCM Advisors
West Virginia
$999K -$931K – –
APW
3096
Austin Private Wealth
Texas
$999K +$114K +251 +13%
A
3097
Argentarii
Ohio
$998K +$998K +2,202 New
SWM
3098
Shepherd Wealth Management
Ohio
$995K +$995K +2,196 New
BAM
3099
BOS Asset Management
Illinois
$993K +$48K +106 +5%
THCM
3100
Taylor Hoffman Capital Management
Virginia
$992K – – –
122 123
124
125 126