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 %
JGUA
3301
John G. Ullman & Associates
New York
$804K – – –
DIP
3302
DT Investment Partners
Pennsylvania
$803K -$434K -958 -35%
MWA
3303
MFA Wealth Advisors
Pennsylvania
$803K -$453 -1 -0.1%
GIM
3304
Generali Investments Management
Slovenia
$803K +$803K +1,771 New
FCMA
3305
Foresight Capital Management Advisors
Michigan
$801K +$422K +932 +111%
RCM
3306
RNC Capital Management
California
$800K -$27.2K -60 -3%
OW
3307
Olistico Wealth
Oklahoma
$800K – – –
PFG
3308
Prosperity Financial Group
California
$797K +$18.1K +40 +2%
SP
3309
Symmetry Partners
Connecticut
$796K +$36.7K +81 +5%
OCG
3310
Opus Capital Group
Ohio
$796K – – –
HFO
3311
Heritage Family Offices
Arizona
$795K +$452K +998 +132%
BRG
3312
Bay Rivers Group
Virginia
$791K +$274K +604 +53%
WCP
3313
Wick Capital Partners
Pennsylvania
$791K -$192K -424 -20%
TCM
3314
Tradewinds Capital Management
Washington
$789K +$907 +2 +0.1%
WPW
3315
Warther Private Wealth
Ohio
$789K +$31.7K +70 +4%
VFPW
3316
Vantage Financial Partners (Wisconsin)
Wisconsin
$788K +$73K +161 +10%
CNC
3317
Citizens & Northern Corp
Pennsylvania
$786K +$238K +525 +43%
KBFS
3318
Kohmann Bosshard Financial Services
Ohio
$785K +$29.9K +66 +4%
TPWM
3319
Twelve Points Wealth Management
Massachusetts
$783K -$40.3K -89 -5%
UL
3320
Unionview LLC
Washington
$783K -$8.16K -18 -1%
HP
3321
Holistic Planning
Texas
$783K +$22.7K +50 +3%
4WM
3322
49 Wealth Management
Texas
$782K +$49.4K +109 +7%
RTC
3323
Riverview Trust Company
Washington
$779K +$1.81K +4 +0.2%
FWM
3324
FMB Wealth Management
California
$776K – – –
TCBWMS
3325
Texas Capital Bank Wealth Management Services
Texas
$776K +$48.5K +107 +7%
131 132
133
134 135