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 %
BFP
3451
Briaud Financial Planning
Texas
$665K +$45.3K +100 +7%
ACM
3452
Avos Capital Management
Washington
$665K +$665K +1,414 New
CWM
3453
Compass Wealth Management
Connecticut
$664K – – –
CCM
3454
Coerente Capital Management
Ontario, Canada
$660K -$9.07K -20 -1%
MCA
3455
Martin Capital Advisors
Texas
$659K +$22.7K +50 +4%
ST
3456
Sentinel Trust
Texas
$659K -$4.99K -11 -0.8%
AGA
3457
Arkos Global Advisors
Texas
$659K – – –
GWMIA
3458
Global Wealth Management Investment Advisory
Florida
$659K +$23.6K +52 +4%
WAM
3459
Weinberger Asset Management
California
$658K -$1.36K -3 -0.2%
MFC
3460
Mechanics Financial Corp
Ohio
$657K -$20.4K -45 -3%
SC
3461
Skylands Capital
Wisconsin
$657K – – –
HCM
3462
Highview Capital Management
Illinois
$655K – – –
SJGA
3463
Stephen J. Garry & Associates
New York
$655K +$655K +1,446 New
PIAS
3464
PCA Investment Advisory Services
Ohio
$654K – – –
FFA
3465
Frazier Financial Advisors
Ohio
$653K -$18.5K -41 -3%
KWM
3466
Kiker Wealth Management
Georgia
$651K +$651K +1,437 New
FWA
3467
FSC Wealth Advisors
New York
$651K -$10.9K -24 -2%
GFPC
3468
Global Financial Private Client
Florida
$650K -$58K -128 -8%
PCA
3469
Private Capital Advisors
Connecticut
$649K – – –
HAFS
3470
Hapanowicz & Associates Financial Services
Pennsylvania
$649K – – –
OC
3471
Optima Capital
Oregon
$649K +$649K +1,431 New
DSC
3472
Duncker Streett & Co
Missouri
$647K -$149K -329 -19%
SC
3473
Schiavi & Co
Delaware
$647K – – –
SWIG
3474
Strategic Wealth Investment Group
Kentucky
$647K +$45.3K +100 +8%
FA
3475
Financial Advisors
Massachusetts
$646K +$1.81K +4 +0.3%
137 138
139
140 141