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 %
AWM
3551
Ameliora Wealth Management
Switzerland
$594K +$431K +950 +264%
GCM
3552
Goldstream Capital Management
Hong Kong
$593K -$683K -1,506 -54%
RCM
3553
Riggs Capital Management
Utah
$593K +$593K +1,308 New
RGI
3554
River Global Investors
United Kingdom
$592K -$519K -1,145 -47%
NWM
3555
Northcape Wealth Management
New York
$592K – – –
SFG
3556
Shum Financial Group
California
$591K -$236K -520 -29%
TF
3557
Talbot Financial
Washington
$590K – – –
TFIPS
3558
Towarzystwo Funduszy Inwestycyjnych PZU SA
$587K +$90.7K +200 +18%
VCM
3559
Vision Capital Management
Oregon
$585K -$1.54M -3,400 -72%
BCCM
3560
Bridge Creek Capital Management
Massachusetts
$583K -$4.53K -10 -0.8%
PIM
3561
Provident Investment Management
Michigan
$583K – – –
AWMNH
3562
Arcadia Wealth Management (New Hampshire)
New Hampshire
$583K -$43.1K -95 -7%
DPW
3563
DiNuzzo Private Wealth
Pennsylvania
$582K -$453 -1 -0.1%
BGAI
3564
Bruce G. Allen Investments
Colorado
$582K -$11.3K -25 -2%
QFPS
3565
Quantum Financial Planning Services
Washington
$582K +$582K +1,283 New
NCM
3566
Nelson Capital Management
California
$581K +$1.36K +3 +0.2%
DFA
3567
Davies Financial Advisors
California
$581K +$125K +275 +27%
ATWA
3568
Arbor Trust Wealth Advisors
Michigan
$581K -$9.97K -22 -2%
TWM
3569
Trevian Wealth Management
Massachusetts
$580K – – –
OWA
3570
Opal Wealth Advisors
New York
$579K -$18.6K -41 -3%
KCM
3571
KRS Capital Management
Michigan
$579K -$13.6K -30 -2%
TBNY
3572
Trustco Bank (New York)
New York
$579K -$136K -300 -19%
BIA
3573
Benchmark Investment Advisors
Illinois
$578K – – –
PS
3574
Portfolio Strategies
New York
$578K – – –
BAM
3575
Bellevue Asset Management
Washington
$577K +$157K +346 +37%
141 142
143
144 145