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 %
PC
3376
Port Capital
Illinois
$723K +$1.36K +3 +0.2%
AWM
3377
Accel Wealth Management
Iowa
$722K +$2.72K +6 +0.4%
PWSG
3378
Pacific Wealth Strategies Group
California
$722K +$22.7K +50 +3%
HCC
3379
Hirtle Callaghan & Co
Pennsylvania
$720K +$2.27K +5 +0.3%
GWM
3380
Gitterman Wealth Management
New Jersey
$719K +$3.17K +7 +0.4%
BCP
3381
Berkeley Capital Partners
Georgia
$718K +$22.7K +50 +3%
CF
3382
Cyr Financial
Illinois
$718K +$718K +1,585 New
LFA
3383
Level Financial Advisors
New York
$718K +$60.3K +133 +9%
BAWC
3384
Boyce & Associates Wealth Consulting
Texas
$717K – – –
HFA
3385
Highland Financial Advisors
New Jersey
$715K +$458K +1,011 +178%
OPPS
3386
Obsidian Personal Planning Solutions
Maryland
$714K +$3.75K +8 +0.5%
CAM
3387
Congress Asset Management
Massachusetts
$714K -$249K -550 -26%
KSWWM
3388
Keyes Stange & Wooten Wealth Management
Florida
$714K – – –
LWMM
3389
Legacy Wealth Management (Mississippi)
Mississippi
$713K -$120K -265 -14%
MFF
3390
Michels Family Financial
Texas
$713K +$713K +1,573 New
DDPIC
3391
Deroy & Devereaux Private Investment Counsel
Michigan
$713K +$37.2K +82 +5%
TM
3392
TigerOak Management
New Mexico
$713K +$713K +1,572 New
CFO
3393
Collective Family Office
Pennsylvania
$712K – – –
1IA
3394
1620 Investment Advisors
Massachusetts
$712K -$71.6K -158 -9%
IG
3395
ING Group
Netherlands
$711K -$4.33M -9,543 -86%
MCM
3396
Marsico Capital Management
Colorado
$711K – – –
HB
3397
Horizon Bancorp
Indiana
$708K -$19.5K -43 -3%
BBA
3398
Braun-Bostich & Associates
Pennsylvania
$708K -$23.1K -51 -3%
LCM
3399
Lazari Capital Management
California
$708K +$14.5K +32 +2%
SVWG
3400
Shared Vision Wealth Group
United States
$705K – – –
134 135
136
137 138