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 %
CIAS
3426
CBIZ Investment Advisory Services
Ohio
$683K +$86.1K +190 +14%
BA
3427
Bridgewater Associates
Connecticut
$682K +$340K +750 +99%
GAM
3428
Gould Asset Management
California
$682K +$111K +244 +19%
DWMS
3429
Dominguez Wealth Management Solutions
Virginia
$681K – – –
TA
3430
TrueWealth Advisors
Alabama
$681K +$681K +1,502 New
MFT
3431
Moisand Fitzgerald Tamayo
Florida
$680K -$2.27K -5 -0.3%
T
3432
TrueFG
Texas
$679K – – –
MSG
3433
Main Street Group
Virginia
$679K -$79.8K -176 -11%
SP
3434
Sequent Planning
Nebraska
$678K -$213K -471 -24%
CIA
3435
Cape Investment Advisory
Georgia
$677K +$68.4K +151 +11%
PPWM
3436
PFG Private Wealth Management
Florida
$677K – – –
WCWM
3437
Wooster Corthell Wealth Management
Connecticut
$675K – – –
DA
3438
Doliver Advisors
Texas
$674K -$11.3K -25 -2%
EFP
3439
EnRich Financial Partners
Wisconsin
$674K +$142K +314 +27%
BMA
3440
Brooks Moore & Associates
Tennessee
$673K – – –
MC
3441
Miramar Capital
Illinois
$671K +$9.07K +20 +1%
SWM
3442
Sterling Wealth Management
Illinois
$671K -$14.1K -31 -2%
CQWA
3443
Chokshi & Queen Wealth Advisors
California
$671K +$671K +1,480 New
CFG
3444
Carr Financial Group
Massachusetts
$670K -$2.27K -5 -0.3%
BBWA
3445
Bell & Brown Wealth Advisors
California
$670K +$31.7K +70 +5%
MPW
3446
Melone Private Wealth
Michigan
$667K -$7.25K -16 -1%
EIP
3447
Easterly Investment Partners
Massachusetts
$666K -$3.67M -8,094 -85%
MW
3448
Members Wealth
Pennsylvania
$666K +$666K +1,412 New
LCM
3449
Logan Capital Management
Pennsylvania
$665K +$4.53K +10 +0.7%
ACM
3450
Absolute Capital Management
Pennsylvania
$665K +$1.81K +4 +0.3%
136 137
138
139 140