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 %
FFO
3476
Fortitude Family Office
Arizona
$646K +$3.17K +7 +0.5%
SCM
3477
Saxony Capital Management
Missouri
$646K -$7.71K -17 -1%
CCA
3478
Clearwater Capital Advisors
Illinois
$645K -$82K -181 -11%
MFG
3479
Mosaic Financial Group
Illinois
$645K -$77.1K -170 -11%
FRA
3480
Front Row Advisors
California
$644K -$71.6K -158 -10%
CCA
3481
Cora Capital Advisors
New Jersey
$644K -$2.27K -5 -0.4%
CICI
3482
Capital Investment Counsel Inc
North Carolina
$644K +$144K +318 +29%
IAP
3483
Indie Asset Partners
Indiana
$643K +$11.3K +25 +2%
LWM
3484
Luminvest Wealth Management
Arizona
$642K – – –
FGWP
3485
Founders Grove Wealth Partners
Virginia
$640K +$640K +1,411 New
SIC
3486
Shoker Investment Counsel
Ohio
$638K -$10.4K -23 -2%
MCM
3487
Mendel Capital Management
Arkansas
$638K -$1.81K -4 -0.3%
HWMT
3488
Heritage Wealth Management (Texas)
Texas
$638K – – –
NA
3489
Nautilus Advisors
California
$638K +$638K +1,408 New
HCA
3490
Harbour Capital Advisors
Virginia
$638K -$680K -1,500 -52%
PA
3491
PFW Advisors
Georgia
$637K +$637K +1,405 New
TAM
3492
Tucker Asset Management
Colorado
$636K +$4.08K +9 +0.6%
SFM
3493
Signet Financial Management
New Jersey
$635K -$440K -971 -41%
SAM
3494
Strive Asset Management
Ohio
$635K +$635K +1,402 New
NFTC
3495
North Forty Two & Co
Oregon
$635K +$635K +1,400 New
IWS
3496
Integrity Wealth Solutions
Colorado
$634K – – –
CFS
3497
Commonwealth Financial Services
West Virginia
$634K +$85.7K +189 +16%
MAG
3498
M3 Advisory Group
Massachusetts
$634K +$10.4K +23 +2%
BL
3499
Balentine LLC
Georgia
$633K -$23.1K -51 -4%
BWM
3500
BNC Wealth Management
Oregon
$632K -$30.4K -67 -5%
138 139
140
141 142