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 %
SIM
3576
Sims Investment Management
Ohio
$577K +$577K +1,273 New
FCA
3577
Fortis Capital Advisors
Kansas
$576K -$52.8K -111 -8%
AWS
3578
Aspen Wealth Strategies
Colorado
$575K +$3.63K +8 +0.6%
CPW
3579
Crestmont Private Wealth
Texas
$575K +$19K +42 +3%
IWM
3580
Iams Wealth Management
Nebraska
$573K -$170K -376 -23%
WMA
3581
West Michigan Advisors
Michigan
$573K -$8.16K -18 -1%
BH
3582
Burk Holdings
Oklahoma
$573K +$573K +1,265 New
FC
3583
Financial Council
Maryland
$572K – – –
EW
3584
Enzi Wealth
Texas
$571K +$9.21K +20 +2%
BCP
3585
Blackhawk Capital Partners
Wisconsin
$571K -$97K -214 -15%
FAG
3586
Fortitude Advisory Group
Washington
$568K -$63.9K -141 -10%
SL
3587
Stevard LLC
Illinois
$568K – – –
RF
3588
Rossby Financial
Florida
$568K +$568K +1,253 New
SMH
3589
Sanders Morris Harris
Texas
$567K -$69.3K -152 -11%
C1AG
3590
Client 1st Advisory Group
Florida
$566K -$4.53K -10 -0.8%
SF
3591
Strategent Financial
Virginia
$566K +$566K +1,248 New
NEPPG
3592
New England Professional Planning Group
Rhode Island
$565K – – –
UFA
3593
US Financial Advisors
Massachusetts
$565K +$334K +736 +144%
USB
3594
Union Savings Bank
Connecticut
$563K – – –
WFMPM
3595
Woodley Farra Manion Portfolio Management
Indiana
$563K -$453 -1 -0.1%
RC
3596
RBF Capital
California
$563K – – –
YIM
3597
Yoffe Investment Management
Pennsylvania
$563K +$563K +1,241 New
SFG
3598
Sunburst Financial Group
Alabama
$562K -$453 -1 -0.1%
AIA
3599
Accelerate Investment Advisors
California
$561K +$26.8K +59 +5%
FAN
3600
Financial Advisors Network
California
$561K +$561K +1,237 New
142 143
144
145 146