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 %
HG
3101
Harbor Group
New Hampshire
$991K +$39.4K +87 +4%
T
3102
Transce3nd
Texas
$991K +$991K +2,187 New
SFP
3103
Sterling Financial Planning
New Jersey
$991K – – –
6F
3104
626 Financial
Michigan
$990K -$3.17K -7 -0.3%
HCA
3105
Heck Capital Advisors
Wisconsin
$990K -$2.72K -6 -0.3%
SB
3106
Sunflower Bank
Texas
$990K +$62.6K +138 +7%
CBT
3107
CoreFirst Bank & Trust
Kansas
$988K +$19K +42 +2%
FFG
3108
First Financial Group
North Carolina
$986K +$986K +2,176 New
OAJ
3109
Ogorek Anthony Joseph
New York
$986K +$63K +139 +7%
SFC
3110
Strategic Financial Concepts
Texas
$985K +$204K +450 +26%
RG
3111
Renaissance Group
Kentucky
$984K -$4.07K -9 -0.4%
EE
3112
EWG Elevate
California
$984K +$105K +232 +12%
DWM
3113
Defined Wealth Management
Oregon
$983K +$4.99K +11 +0.5%
RLIM
3114
Red Lighthouse Investment Management
New York
$979K +$453 +1 +0%
FIBT
3115
First International Bank & Trust
North Dakota
$977K -$60.3K -133 -6%
PFM
3116
Phillips Financial Management
Indiana
$977K +$19.5K +43 +2%
HIM
3117
Hillsdale Investment Management
Ontario, Canada
$977K +$449K +990 +85%
AW
3118
Apricus Wealth
South Carolina
$975K -$4.53K -10 -0.5%
SCM
3119
Stonehearth Capital Management
Massachusetts
$975K +$546K +1,204 +127%
SI
3120
SimpliFi Inc
California
$975K – – –
RCM
3121
Raleigh Capital Management
North Carolina
$975K +$40.3K +89 +4%
IFA
3122
Index Fund Advisors
California
$974K – – –
CNTOF
3123
Canandaigua National Trust of Florida
New York
$973K +$446K +983 +85%
CL
3124
CVFG LLC
Indiana
$969K +$969K +2,138 New
CAL
3125
Capital Advisors Ltd
Ohio
$967K -$18.1K -40 -2%
123 124
125
126 127