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 %
AHC
3601
Adell Harriman & Carpenter
Texas
$560K +$42.2K +93 +8%
RLWM
3602
RF&L Wealth Management
Massachusetts
$559K – – –
CP
3603
Camelot Portfolios
Ohio
$559K -$6.8K -15 -1%
BAS
3604
Brueske Advisory Services
Washington
$558K +$558K +1,231 New
AL
3605
ADE LLC
Maryland
$558K -$68K -150 -11%
FSWA
3606
Financial Synergies Wealth Advisors
Texas
$557K – – –
FCM
3607
Fire Capital Management
California
$557K +$557K +1,228 New
OGF
3608
Orin Green Financial
California
$556K -$564K -1,226 Closed
MPPW
3609
Mitchell & Pahl Private Wealth
Oklahoma
$556K – – –
MS
3610
Madden Securities
Texas
$555K – – –
WCWM
3611
Willow Creek Wealth Management
California
$554K -$11.3K -25 -2%
SFA
3612
Souders Financial Advisors
Ohio
$554K +$82K +181 +17%
CP
3613
Creekside Partners
California
$554K – – –
DACG
3614
Donor Advised Charitable Giving
California
$554K +$286K +630 +106%
RWRC
3615
R.W. Roge & Company
New York
$553K – – –
BWP
3616
Bernardo Wealth Planning
Pennsylvania
$553K +$34.5K +78 +7%
LFP
3617
Leeward Financial Partners
Washington
$553K – – –
AFM
3618
Anson Funds Management
Texas
$552K – – –
CIM
3619
Contravisory Investment Management
Massachusetts
$552K -$25.4K -56 -4%
FFW
3620
Fusion Family Wealth
New York
$551K – – –
GA
3621
Goldstein Advisors
Wisconsin
$550K +$120K +265 +28%
OFP
3622
OFC Financial Planning
New Jersey
$550K +$550K +1,214 New
GA
3623
Guerra Advisors
Florida
$549K +$549K +1,212 New
RWM
3624
Rialto Wealth Management
New York
$548K +$548K +1,209 New
LI
3625
Louisbourg Investments
New Brunswick, Canada
$548K – – –
143 144
145
146 147