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 %
RPCA
3526
Running Point Capital Advisors
California
$609K +$117K +259 +24%
OWA
3527
ORBA Wealth Advisors
Illinois
$608K +$3.17K +7 +0.5%
RCA
3528
Ranch Capital Advisors
Florida
$608K -$3.17K -7 -0.5%
CVA
3529
Central Valley Advisors
California
$606K +$97.9K +216 +19%
CCM
3530
Cutler Capital Management
Massachusetts
$606K – – –
RWA
3531
Rooted Wealth Advisors
Illinois
$605K +$182K +401 +43%
CL
3532
CSS LLC
Illinois
$604K – – –
4WM
3533
44 Wealth Management
Oregon
$604K – – –
IA
3534
Intellus Advisors
Florida
$603K +$603K +1,331 New
TWA
3535
Trace Wealth Advisors
California
$603K +$603K +1,330 New
RWM
3536
Revisor Wealth Management
Ohio
$602K -$340K -749 -36%
KPWG
3537
KFA Private Wealth Group
Virginia
$602K -$35.4K -78 -6%
BAS
3538
Breakthru Advisory Services
Wisconsin
$602K +$602K +1,329 New
KIM
3539
Kane Investment Management
California
$602K +$602K +1,327 New
CP
3540
Clarendon Private
Massachusetts
$600K +$600K +1,323 New
HWA
3541
HMV Wealth Advisors
Louisiana
$599K +$599K +1,322 New
FF
3542
Farrow Financial
Vermont
$599K -$11.3K -25 -2%
ICMM
3543
Integrated Capital Management (Michigan)
Michigan
$599K +$10.4K +23 +2%
PWM
3544
Pines Wealth Management
North Carolina
$599K +$599K +1,353 New
AFM
3545
Abbot Financial Management
Massachusetts
$599K – – –
SCM
3546
SKBA Capital Management
California
$598K – – –
IJWM
3547
Inman Jager Wealth Management
Mississippi
$597K +$597K +1,318 New
SF
3548
SWP Financial
California
$596K +$39K +86 +7%
VAF
3549
Values Added Financial
District of Columbia
$596K -$11.3K -25 -2%
PPH
3550
Pure Portfolios Holdings
Oregon
$594K +$1.81K +4 +0.3%
140 141
142
143 144