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 %
HWM
3351
Horizons Wealth Management
North Carolina
$750K +$63K +139 +9%
JC
3352
Jentner Corp
Ohio
$749K – – –
WMP
3353
Wealth Management Partners
Arizona
$748K +$907 +2 +0.1%
MC
3354
McCarthy & Cox
Ohio
$748K -$28.1K -62 -4%
BWA
3355
BlueChip Wealth Advisors
Georgia
$744K +$4.99K +11 +0.7%
RSC
3356
Red Spruce Capital
Pennsylvania
$744K -$83.4K -184 -10%
SI
3357
Seeds Investor
New York
$742K +$97.9K +216 +15%
WF
3358
Whelan Financial
California
$737K +$150K +332 +26%
SIA
3359
Sovereign Investment Advisors
Arizona
$737K +$737K +1,627 New
AF
3360
Abound Financial
California
$737K +$737K +1,626 New
FA
3361
Fedenia Advisers
Wisconsin
$736K +$736K +1,624 New
BPW
3362
Bingham Private Wealth
California
$736K +$736K +1,623 New
MF
3363
Manchester Financial
California
$734K +$78K +172 +12%
RSF
3364
Rik Saylor Financial
Ohio
$733K +$733K +1,618 New
OHWP
3365
Oak Harbor Wealth Partners
North Carolina
$733K -$39.4K -87 -5%
YWM
3366
Yoder Wealth Management
California
$733K +$63K +139 +9%
JAA
3367
Joel Adams & Associates
North Carolina
$732K +$732K +1,614 New
BCM
3368
BTC Capital Management
Iowa
$731K -$2.72K -6 -0.4%
CFIA
3369
Cantor Fitzgerald Investment Advisors
New York
$730K -$907 -2 -0.1%
CWM
3370
Campbell Wealth Management
Virginia
$729K +$253K +559 +53%
MWG
3371
Martin Worley Group
Utah
$727K +$727K +1,603 New
G
3372
Gainplan
Michigan
$726K -$183K -404 -20%
FDS
3373
First Dallas Securities
Texas
$726K – – –
LFA
3374
Lauterbach Financial Advisors
Texas
$725K – – –
FGA
3375
Fortis Group Advisors
New Jersey
$724K +$75.7K +167 +12%
133 134
135
136 137