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 %
LBC
3276
Leigh Baldwin & Co
New York
$822K +$822K +1,815 New
MFG
3277
Menard Financial Group
Texas
$821K +$4.53K +10 +0.6%
WAM
3278
Winslow Asset Management
Ohio
$818K – – –
CCS
3279
Concentric Capital Strategies
Connecticut
$816K -$14M -30,947 -95%
HP
3280
Highlander Partners
Texas
$815K -$815K -2,050 -50%
WDC
3281
Woodward Diversified Capital
California
$815K -$229K -505 -22%
NRD
3282
Nebula Research & Development
New York
$814K +$236K +520 +41%
BMCM
3283
Burns Matteson Capital Management
New York
$814K +$104K +229 +15%
CIA
3284
Caerus Investment Advisors
Texas
$812K – – –
AW
3285
Atlas Wealth
Ohio
$812K +$56.2K +124 +7%
VFP
3286
Verus Financial Partners
Virginia
$811K – – –
EWM
3287
Elevatus Welath Management
New York
$810K +$396K +873 +95%
RAG
3288
RIA Advisory Group
Iowa
$810K +$116K +257 +17%
ORG
3289
Optimist Retirement Group
Washington
$809K – – –
SFWA
3290
Summit Financial Wealth Advisors
Louisiana
$808K +$516K +1,111 +177%
UBV
3291
United Bank (Virginia)
Virginia
$808K -$9.07K -20 -1%
MA
3292
MBA Advisors
Pennsylvania
$808K -$140K -309 -15%
ACC
3293
Acorn Creek Capital
Colorado
$807K +$21.8K +48 +3%
BFWA
3294
Benchmark Financial Wealth Advisors
Florida
$807K – – –
BWM
3295
Baron Wealth Management
Michigan
$807K +$22.7K +50 +3%
NFC
3296
Northstar Financial Companies
Pennsylvania
$807K +$807K +1,780 New
BRWM
3297
Blue Rock Wealth Management
North Carolina
$807K +$807K +1,780 New
ATC
3298
Advantage Trust Company
Kansas
$805K -$68K -150 -8%
CNWM
3299
Clay Northam Wealth Management
California
$805K – – –
T
3300
Tidemark
California
$804K +$10.9K +24 +1%
130 131
132
133 134