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 %
SFS
3626
Sharp Financial Services
Pennsylvania
$548K – – –
SCP
3627
Silverleafe Capital Partners
Tennessee
$548K +$90.7K +200 +20%
BCM
3628
BluePath Capital Management
Georgia
$547K -$44.4K -100 -8%
CNBOF
3629
City National Bank of Florida
Florida
$547K +$547K +1,206 New
KOMWMG
3630
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$546K -$2.27K -5 -0.4%
BFA
3631
Bright Financial Advisors
Michigan
$546K -$2.27K -5 -0.4%
TF
3632
Threadgill Financial
Texas
$545K +$2.27K +5 +0.4%
BWA
3633
Bestgate Wealth Advisors
Maryland
$545K +$545K +1,202 New
WCM
3634
Windsor Capital Management
Arizona
$544K +$143K +315 +36%
ACM
3635
Ascent Capital Management
Oregon
$544K +$544K +1,200 New
NFP
3636
NorthLanding Financial Partners
New York
$544K -$2.72K -6 -0.5%
LKBC
3637
L.K. Benson & Company
Maryland
$543K +$543K +1,199 New
BAMG
3638
Brand Asset Management Group
Missouri
$543K -$12.7K -28 -2%
PFW
3639
Petros Family Wealth
Minnesota
$543K +$543K +1,198 New
VW
3640
Veridan Wealth
Oregon
$543K +$543K +1,168 New
GIC
3641
GFI Investment Counsel
Ontario, Canada
$543K +$543K +1,197 New
SGC
3642
Slocum, Gordon & Co
Rhode Island
$543K – – –
BOSSRA
3643
B.O.S.S. Retirement Advisors
Utah
$542K -$10M -22,168 -95%
KW
3644
Keyvantage Wealth
Pennsylvania
$541K +$541K +1,194 New
PFA
3645
Portland Financial Advisors
New York
$540K +$540K +1,192 New
DIM
3646
DLK Investment Management
California
$540K – – –
PCA
3647
Peddock Capital Advisors
Massachusetts
$538K -$907 -2 -0.2%
NI
3648
NFC Investments
Tennessee
$538K – – –
PPC
3649
Park Place Capital
Alabama
$538K -$8.16K -18 -1%
CWM
3650
Cedar Wealth Management
California
$536K -$79.3K -175 -13%
144 145
146
147 148