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 %
OFP
3126
OLIO Financial Planning
Virginia
$967K +$4.53K +10 +0.5%
TB
3127
Terril Brothers
Missouri
$964K +$148K +326 +18%
BWAM
3128
Boyd Watterson Asset Management
Ohio
$963K +$907K +2,000 +1,600%
AHL
3129
Abel Hall LLC
Louisiana
$962K +$7.25K +16 +0.8%
UIA
3130
Ulland Investment Advisors
Minnesota
$959K +$78.9K +174 +9%
SFC
3131
SYM Financial Corp
Indiana
$957K +$45.3K +100 +5%
ERWM
3132
Elk River Wealth Management
Colorado
$956K – – –
NCTC
3133
New Covenant Trust Company
Indiana
$955K -$7.24K -16 -0.8%
IA
3134
IMZ Advisory
Florida
$952K – – –
RA
3135
Riversedge Advisors
Delaware
$951K +$24.5K +54 +3%
SCI
3136
Stableford Capital II
Arizona
$949K -$19K -42 -2%
WAC
3137
William Allan Corp
Colorado
$948K +$21.8K +48 +2%
SWM
3138
Shelton Wealth Management
Texas
$944K -$762K -1,681 -45%
SCM
3139
Sunbeam Capital Management
Georgia
$944K +$944K +2,083 New
MADR
3140
Milestones Administradora de Recursos
Brazil
$943K – – –
Aristotle Capital Management
3141
Aristotle Capital Management
California
$941K – – –
VWA
3142
VERITY Wealth Advisors
United States
$941K – – –
AFG
3143
ABLE Financial Group
Arizona
$940K -$9.07K -20 -1%
SA
3144
Strategic Advocates
Utah
$939K +$43.5K +96 +5%
AW
3145
Alteri Wealth
California
$938K +$938K +2,070 New
CIG
3146
Cascade Investment Group
Colorado
$937K -$5.44K -12 -0.6%
LIM
3147
Lagoda Investment Management
New York
$936K – – –
SWM
3148
Selective Wealth Management
Virginia
$936K -$23.4K -52 -2%
GWM
3149
Greenhouse Wealth Management
Connecticut
$934K – – –
EL
3150
Essex LLC
Illinois
$931K -$114K -252 -11%
124 125
126
127 128