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 %
RPA
3676
Rock Point Advisors
Vermont
$522K -$163K -359 -24%
SDWMA
3677
Schneider Downs Wealth Management Advisors
Pennsylvania
$521K -$104K -230 -17%
CB
3678
Centennial Bank
Arkansas
$521K -$45.3K -100 -8%
UCMOK
3679
United Capital Management of KS
Kansas
$521K – – –
TFO
3680
Timonier Family Office
North Carolina
$521K +$521K +1,150 New
PWM
3681
Paulson Wealth Management
Illinois
$521K -$5.44K -12 -1%
SL
3682
Sentinus LLC
Illinois
$519K +$45.3K +100 +10%
BCM
3683
BluePointe Capital Management
California
$519K +$222K +489 +74%
NMG
3684
New Millennium Group
Utah
$518K +$5.44K +12 +1%
VCM
3685
Virtue Capital Management
Tennessee
$517K -$229K -506 -31%
M
3686
MYeCFO
California
$517K – – –
CFC
3687
Coyle Financial Counsel
Illinois
$517K +$147K +325 +40%
CAM
3688
Concorde Asset Management
Michigan
$516K -$480K -1,060 -48%
AG
3689
Advocate Group
Minnesota
$516K +$516K +1,139 New
AFO
3690
Allie Family Office
Florida
$516K +$114K +250 +28%
CC
3691
Caxton Corporation
New Jersey
$514K -$8.16K -18 -2%
LFPWM
3692
Leicht Financial Planning & Wealth Management
New Jersey
$513K – – –
AP
3693
Aspect Partners
Virginia
$513K – – –
GWA
3694
Geometric Wealth Advisors
District of Columbia
$513K +$10.4K +23 +2%
RPCONE
3695
Retirement Planning Company of New England
Rhode Island
$512K +$9.98K +22 +2%
MFC
3696
Morris Financial Concepts
South Carolina
$512K -$58.5K -129 -10%
HWAM
3697
Hennion & Walsh Asset Management
New Jersey
$512K -$3.17K -7 -0.6%
VCM
3698
Viewpoint Capital Management
Washington
$510K – – –
TAM
3699
Taurus Asset Management
New York
$510K -$11.3K -25 -2%
FPW
3700
Flywheel Private Wealth
California
$510K +$510K +1,125 New
146 147
148
149 150