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 %
FA
3501
FC Advisory
Pennsylvania
$631K – – –
KLWA
3502
Kelly Lawrence W & Associates
California
$630K -$10.4K -23 -2%
CTC
3503
Cetera Trust Company
Minnesota
$629K -$11.3K -25 -2%
ETC
3504
Exchange Traded Concepts
Oklahoma
$627K -$9.78M -21,573 -94%
SWM
3505
SilverOak Wealth Management
Minnesota
$627K +$4.08K +9 +0.7%
RBC
3506
Roble Belko & Company
Pennsylvania
$627K -$76.8K -170 -11%
LA
3507
Latitude Advisors
Florida
$626K -$27.2K -60 -4%
EA
3508
Everpar Advisors
Oklahoma
$626K +$70.3K +155 +13%
WIA
3509
Wealthedge Investment Advisors
New York
$625K +$625K +1,379 New
RIG
3510
Renaissance Investment Group
Massachusetts
$625K +$15.9K +35 +3%
CAM
3511
Clark Asset Management
New Hampshire
$624K +$353K +778 +130%
AFGAS
3512
Allegiance Financial Group Advisory Services
Virginia
$623K +$58.5K +129 +10%
ACM
3513
AUA Capital Management
Pennsylvania
$621K -$88.4K -195 -12%
CM
3514
Cercano Management
Washington
$621K – – –
PFP
3515
Paragon Financial Partners
California
$620K -$228K -503 -27%
CL
3516
COWA LLC
Oklahoma
$619K – – –
VWS
3517
Virtus Wealth Solutions
New Jersey
$618K +$618K +1,364 New
MAM
3518
Mainsail Asset Management
Alabama
$618K -$453 -1 -0.1%
CASB
3519
Cape Ann Savings Bank
Massachusetts
$618K +$4.53K +10 +0.7%
AWP
3520
Atlas Wealth Partners
Pennsylvania
$616K -$29.4K -65 -5%
M1FG
3521
Mach-1 Financial Group
Arkansas
$614K +$191K +422 +45%
DF
3522
Define Financial
California
$613K +$613K +1,353 New
LWA
3523
Ledgewood Wealth Advisors
New Hampshire
$612K – – –
BE
3524
Bonness Enterprises
District of Columbia
$612K – – –
SAI
3525
Systematic Alpha Investments
New Jersey
$610K – – –
139 140
141
142 143