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 %
PC
3176
Promus Capital
Illinois
$912K +$912K +2,011 New
FOA
3177
Five Oceans Advisors
California
$910K +$907 +2 +0.1%
FWM
3178
Forza Wealth Management
Florida
$909K +$13.1K +29 +1%
CAAM
3179
Cornerstone Advisors Asset Management
Pennsylvania
$908K +$60.7K +134 +7%
LCWP
3180
Legacy Capital Wealth Partners
Arkansas
$907K +$38.1K +84 +4%
LNWWM
3181
Laird Norton Wetherby Wealth Management
California
$907K -$24.9K -55 -3%
SIA
3182
Spectrum Investment Advisors
Wisconsin
$906K -$9.07K -20 -1%
CCG
3183
Capital CS Group
California
$904K +$19.9K +44 +2%
HT
3184
Headlands Technologies
Illinois
$903K -$9.02M -19,907 -91%
CAM
3185
Campion Asset Management
Virginia
$902K – – –
DCM
3186
DGS Capital Management
New Jersey
$902K +$51.2K +113 +6%
GG
3187
Gleason Group
Kentucky
$901K – – –
AHC
3188
Anderson Hoagland & Co
Missouri
$901K -$51.5K -110 -5%
CCA
3189
Cottonwood Capital Advisors
Utah
$900K +$401K +884 +80%
CST
3190
Charles Schwab Trust
Nevada
$896K +$276K +609 +45%
LSA
3191
L & S Advisors
California
$895K -$18.6K -41 -2%
EWA
3192
ERTS Wealth Advisors
Michigan
$892K -$9.07K -20 -1%
APSI
3193
Asset Planning Services Inc
Louisiana
$891K – – –
HP
3194
Holowesko Partners
Bahamas
$891K – – –
TCG
3195
Transcendent Capital Group
Oklahoma
$890K – – –
WCM
3196
Wealthcare Capital Management
Virginia
$889K +$1.81K +4 +0.2%
RHAM
3197
Round Hill Asset Management
California
$888K -$172K -380 -16%
MWA
3198
Motive Wealth Advisors
Michigan
$888K +$84.8K +187 +11%
CPA
3199
Clear Point Advisors
New York
$888K -$6.35K -14 -0.7%
HPM
3200
Hoxton Planning & Management
West Virginia
$884K +$5.44K +12 +0.6%
126 127
128
129 130