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 %
JVBC
3251
J.V. Bruni & Co
Colorado
$846K -$257K -566 -23%
ONST
3252
Old North State Trust
North Carolina
$845K +$5.44K +12 +0.6%
SPI
3253
Sutton Place Investors
New York
$845K +$55.3K +122 +7%
JFGLC
3254
Johnson Financial Group LLC (Colorado)
Colorado
$844K -$123K -271 -13%
MHR
3255
Matthew Hamilton Rosenberg
$842K +$2.72K +6 +0.3%
WAM
3256
Wallington Asset Management
Indiana
$841K – – –
GF
3257
Goodman Financial
Texas
$841K – – –
LG
3258
LAM Group
Oregon
$840K -$9.07K -20 -1%
MWM
3259
Meritas Wealth Management
California
$839K -$6.35K -14 -0.8%
WTFG
3260
Wells Trecaso Financial Group
Ohio
$838K – – –
OAM
3261
Oxford Asset Management
United Kingdom
$836K +$88.4K +195 +12%
BWM
3262
Birchcreek Wealth Management
Ohio
$836K +$18.6K +41 +2%
HS
3263
Horan Securities
United States
$834K -$11.3K -25 -1%
OAM
3264
Oak Asset Management
California
$834K – – –
DAM
3265
Diamant Asset Management
Connecticut
$834K – – –
SPA
3266
Shore Point Advisors
New Jersey
$834K – – –
GWWM
3267
Great Waters Wealth Management
Minnesota
$833K +$17.7K +39 +2%
WDG
3268
Wealth Dimensions Group
Ohio
$833K -$18.6K -41 -2%
CISOA
3269
Capital Investment Services of America
Wisconsin
$833K – – –
GA
3270
Gordian Advisors
Arizona
$826K – – –
EC
3271
EdgeRock Capital
Colorado
$826K +$50.3K +111 +6%
KAM
3272
KEB Asset Management
Illinois
$825K +$46.2K +102 +6%
PA
3273
Probity Advisors
Texas
$825K -$35.4K -78 -4%
CWA
3274
Choice Wealth Advisors
Maine
$825K -$31.3K -69 -4%
SIAG
3275
Safeguard Investment Advisory Group
California
$823K +$77.5K +171 +10%
129 130
131
132 133