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 %
PSIWM
3326
Paradigm Strategies in Wealth Management
Minnesota
$775K – – –
WSWA
3327
Warren Street Wealth Advisors
California
$774K -$8.61K -19 -1%
FBFS
3328
First Business Financial Services
Wisconsin
$773K – – –
LA
3329
Lifeworks Advisors
Michigan
$770K -$29.9K -66 -4%
CPSC
3330
Carl P. Sherr & Co
Massachusetts
$770K – – –
CWM
3331
Cherrydale Wealth Management
New Jersey
$770K +$3.17K +7 +0.4%
FFG
3332
Fortress Financial Group
Minnesota
$770K +$770K +1,698 New
MAM
3333
Marquette Asset Management
Minnesota
$768K -$208K -458 -21%
MPW
3334
MGO Private Wealth
California
$767K -$94.3K -208 -11%
FOR
3335
Family Office Research
Maryland
$767K +$767K +1,692 New
EB
3336
Exchange Bank
California
$766K -$4.99K -11 -0.6%
BEC
3337
Blue Edge Capital
Virginia
$762K -$181K -400 -19%
MC
3338
Matisse Capital
Oregon
$760K – – –
FWI
3339
Facet Wealth Inc
Maryland
$759K -$69.5K -147 -8%
BBNB
3340
Baker Boyer National Bank
Washington
$759K -$64.4K -142 -8%
PC
3341
Permit Capital
Pennsylvania
$759K – – –
IMC
3342
Investment Management Corporation
Virginia
$757K +$757K +1,671 New
ACM
3343
Argent Capital Management
Missouri
$757K -$159K -350 -17%
PIFP
3344
Partners in Financial Planning
Virginia
$757K +$907 +2 +0.1%
HI
3345
Human Investing
Oregon
$756K -$53K -117 -7%
RSWA
3346
Robinson Smith Wealth Advisors
Maine
$754K -$2.27K -5 -0.3%
AWA
3347
Aletheian Wealth Advisors
Washington
$754K +$39K +86 +5%
PIM
3348
Progressive Investment Management
Oregon
$752K – – –
HFS
3349
HBC Financial Services
Washington
$751K – – –
NCMW
3350
Northern Capital Management (Washington)
Washington
$751K -$52.1K -115 -6%
132 133
134
135 136