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 %
CIS
3151
Continental Investors Services
Washington
$929K +$50.8K +112 +6%
CPC
3152
Cookson Peirce & Co
Pennsylvania
$928K – – –
EL
3153
EWA LLC
Pennsylvania
$928K +$49K +108 +6%
CWA
3154
Centerline Wealth Advisors
Kentucky
$928K +$928K +2,097 New
TLFA
3155
True Link Financial Advisors
California
$926K +$30.8K +68 +3%
VIM
3156
Vista Investment Management
Pennsylvania
$925K -$25.4K -56 -3%
SWM
3157
Sugarloaf Wealth Management
Georgia
$925K +$38.1K +84 +4%
KWAG
3158
Kiely Wealth Advisory Group
North Carolina
$924K – – –
WCM
3159
Warburton Capital Management
Oklahoma
$924K +$924K +2,039 New
MC
3160
Mayar Capital
United Kingdom
$924K – – –
MWA
3161
Monograph Wealth Advisors
California
$924K +$91.6K +202 +11%
GWS
3162
Greykasell Wealth Strategies
California
$923K +$923K +2,037 New
BAM
3163
Boyar Asset Management
New York
$923K +$4.53K +10 +0.5%
GWM
3164
GDS Wealth Management
Texas
$923K +$16.3K +36 +2%
BP
3165
BCK Partners
New York
$921K -$349K -769 -27%
HC
3166
Hara Capital
Washington
$920K +$460K +1,015 +100%
NCM
3167
NCM Capital Management
New Jersey
$919K – – –
RWA
3168
Redmont Wealth Advisors
Illinois
$918K -$2.27K -5 -0.2%
NCM
3169
Northwest Capital Management
Oregon
$916K -$267K -590 -23%
CPL
3170
CAP Partners LLC
Tennessee
$916K -$17.7K -39 -2%
IHWM
3171
Iron Horse Wealth Management
Iowa
$915K -$1.36K -3 -0.1%
JWS
3172
Juncture Wealth Strategies
Arizona
$914K +$453 +1 +0%
SFS
3173
Security Financial Services
Indiana
$912K +$28.1K +62 +3%
FF
3174
Financial Futures
New Jersey
$912K +$907 +2 +0.1%
SA
3175
Sylvest Advisors
Texas
$912K +$912K +2,011 New
125 126
127
128 129