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 %
GWM
3651
GK Wealth Management
Nevada
$536K +$536K +1,182 New
GKIM
3652
GW&K Investment Management
Massachusetts
$535K +$5.89K +13 +1%
LGG
3653
Luts & Greenleigh Group
Maryland
$535K +$3.17K +7 +0.6%
HC
3654
Hurley Capital
New York
$535K +$535K +1,168 New
GCL
3655
Gouws Capital LLC
North Carolina
$533K – – –
BF
3656
Brogan Financial
Tennessee
$533K +$12.7K +28 +2%
PA
3657
Persium Advisors
Georgia
$532K +$532K +1,174 New
CFS
3658
Compass Financial Services
Iowa
$532K +$532K +1,173 New
BSCCG
3659
Blue Sky Capital Consultants Group
California
$532K +$532K +1,173 New
MMM
3660
Mendel Money Management
Illinois
$531K +$11.3K +25 +2%
BA
3661
BCM Advisors
Louisiana
$531K +$23.7K +50 +5%
SWM
3662
Sendero Wealth Management
Texas
$530K +$80.2K +177 +18%
EW
3663
Elyxium Wealth
California
$529K -$920K -2,030 -63%
YCG
3664
Yeomans Consulting Group
Georgia
$529K +$907 +2 +0.2%
FB
3665
Finward Bancorp
Indiana
$529K +$529K +1,167 New
CCA
3666
Conestoga Capital Advisors
Pennsylvania
$528K – – –
SEA
3667
Stegent Equity Advisors
Texas
$527K +$79.3K +175 +18%
RFN
3668
Redwood Financial Network
Ohio
$526K -$15K -33 -3%
CCIA
3669
Cherry Creek Investment Advisors
Colorado
$526K -$1.81K -4 -0.3%
MLIC
3670
Mandatum Life Insurance Company
Finland
$526K +$97.5K +215 +23%
CRI
3671
Commonwealth Retirement Investments
Virginia
$526K – – –
OWM
3672
OneAscent Wealth Management
Alabama
$525K +$147K +324 +39%
AC
3673
Anson Capital
Georgia
$525K -$128K -282 -20%
MAM
3674
Marotta Asset Management
Virginia
$524K +$3.61K +8 +0.7%
KG
3675
Kilter Group
New York
$523K +$523K +1,153 New
145 146
147
148 149