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 %
CS
3226
Capital Square
Tennessee
$870K +$19K +41 +2%
IPAM
3227
Investment Partners Asset Management
New Jersey
$870K +$453 +1 +0.1%
KWM
3228
Kolinsky Wealth Management
New Jersey
$870K +$16.3K +36 +2%
APWA
3229
Atlas Private Wealth Advisors
New Jersey
$869K +$90.7K +200 +12%
CFG
3230
Clayton Financial Group
Missouri
$869K – – –
PS
3231
Planned Solutions
California
$868K – – –
B
3232
BetterWealth
California
$868K +$261K +576 +43%
CSPIA
3233
Cary Street Partners Investment Advisory
Virginia
$866K -$25.6M -56,530 -97%
NWAG
3234
Net Worth Advisory Group
Utah
$864K -$1.36K -3 -0.2%
WPC
3235
White Pine Capital
Minnesota
$863K +$6.35K +14 +0.7%
RWP
3236
Ridgecrest Wealth Partners
California
$862K +$162K +357 +23%
DP
3237
Dearborn Partners
Illinois
$861K – – –
WFA
3238
WestHill Financial Advisors
California
$859K – – –
C
3239
Covestor
United Kingdom
$858K +$17.7K +39 +2%
JWWM
3240
Johnson & White Wealth Management
Pennsylvania
$858K +$67.7K +150 +9%
MPCG
3241
Matrix Private Capital Group
New York
$856K – – –
HDA
3242
Harold Davidson & Associates
California
$854K +$854K +1,883 New
OA
3243
Oceanside Advisors
South Carolina
$853K – – –
ECM
3244
Estabrook Capital Management
New York
$852K – – –
IQI
3245
Integrated Quantitative Investments
Washington
$852K +$852K +1,880 New
KFG
3246
Kelly Financial Group
Connecticut
$852K +$852K +1,879 New
OIC
3247
Orion Investment Company
Missouri
$851K +$227K +500 +36%
LWM
3248
LJI Wealth Management
Indiana
$851K -$62.6K -138 -7%
ML
3249
Mayport LLC
Massachusetts
$849K +$130K +286 +18%
WA
3250
Wealthstar Advisors
Texas
$847K +$847K +1,869 New
128 129
130
131 132